Follow-up queue
| Due | Hotel | Contact | Status | Next action / notes |
|---|
Going stale hot & warm · no follow-up scheduled · 21+ days since last contact
| Last contact | Hotel | Contact | Status | Notes |
|---|
| Hotel | Contact | Location | Status | Follow-up | Last contact | Last reply | Deal | Notes |
|---|
| Hotel | Location | Contacts | Status | Next follow-up | Last contact |
|---|
One row per hotel — several people at the same hotel are grouped. Status shows the hottest contact; follow-up shows the soonest. ⭐ marks the primary contact (set it inside a contact card). Click a row to see that hotel in Contacts.
| Name | Services | Location | Contact | Rate | Rating | Notes |
|---|
Your crew book — models, drone operators, photographers, assistants, fixers… ⭐ rating and ✅ worked-before help you pick fast. Claude knows this book too: ask it to find a drone operator in Bali.
Add team member
Owners can add or remove members, reset passwords and change roles. Members can view and edit all contacts. New members sign in at this same page with the temporary password you give them, then change it under Account.
My account
Signed in as · role:
Backup
Two files: all contacts + all suppliers. Do this regularly.Claude
This CRM has its own Claude connector (MCP). Ask Claude things like: who is overdue for follow-up? · log that Rosewood replied today · find me a drone operator in Bali.