CRM Features & Guest Management

CRM_Image_RezExpert9.0
CRM_Image_RezExpert9.0

Track all guest interactions with the RezExpert CRM feature. Every communication with a guest can be stored in the system, associated with the guest. Log emails sent and received, phone calls and any other type of interaction. All information is kept in memory for easy retrieval at a later date.

Unlimited Tasks & Notes Per Guest

Tasks_Notes_Image
Tasks_Notes_Image

RezExpert allows you to assign unlimited amounts of Notes and Tasks to a guest. Every time an email is sent or received, a phone call is made or received, a detailed note should be added to the guest’s record. Set a task for employees into the future i.e. “Call Mrs Jones to remind her of the outstanding deposit on her reservation” Set the date this task needs to be completed.

Adding Tasks & Notes

Make new Tasks or Notes and assign them to guests or employees. You can also edit existing notes. Updating them but not deleting previous entries is allowed to keep the audit trail intact.

Managing Tasks & Notes

Each employee can view their task list when they login to the system. Managers can view overdue and incomplete tasks to follow up and make sure issues do not arise. Run reports on how many tasks are outstanding, when they should be complete and who should have completed them.