Free Hotel CRM Spreadsheet Template
Track group, event, and corporate hotel inquiries by account label, aggregate room or space need, source, stage, owner, follow-up, and booking potential.
Do this with AI
Make this hotel CRM fit your group-sales review.
Open the workbook and ask Griddy to adapt inquiry types, room or event fields, booking stages, owners, follow-ups, or handoffs.
What is in this workbook?
This workbook has three sheets: Hotel Sales Lead Dashboard, Group and Event Leads, and Setup. Hotel Sales Lead Dashboard is the quick-review surface, Group and Event Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Group and Event Leads for account or event label, aggregate room block or event need, source, stage, owner, next action, follow-up date, and estimated value; use Setup for stage definitions, qualification rules, review cadence, and safety boundaries. Group and Event Leads totals all listed estimated value in H17. Hotel Sales Lead Dashboard calculates open lead count and open estimated value from rows whose stage is not one of that workbook's terminal stages, while its action queue follows the workbook's follow-up rules. Stage validation and attention formatting keep entries reviewable.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Hotel Sales Lead Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use event and account labels with aggregate room or space needs. Do not enter guest identities, passport details, accessibility notes, or payment credentials. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this hotel CRM fit your group-sales review.
Open the workbook and ask Griddy to adapt inquiry types, room or event fields, booking stages, owners, follow-ups, or handoffs.
