Tourism · Groups

Group Quote Follow-up

Increase the close rate on high-value group quotes.

Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent tracks each group quote's deposit-due milestone via the CRM.
  2. Sends reminders as the deadline approaches with a direct deposit link, via the connected telephony platform or email.
  3. If overdue past the grace period, escalates to a call with the group organizer — Twilio, 3CX, RingCentral or a carrier SIP trunk — rather than repeating automated reminders.
  4. Once the deposit is received, updates the booking status to confirmed in the operator system and CRM.

Data sources

Quotes / CRM Group availability Operator system booking status

What it targets

  • Quotes followed up Target 100%