Free Hotel CRM Spreadsheet Template
Track hotel inquiries, group leads, event contacts, sources, follow-up dates, owners, and next actions in one free CRM spreadsheet.
Why hotels need inquiry follow-up outside the inbox
Hotel opportunities often start as room-block inquiries, local event conversations, corporate stay requests, wedding leads, or repeat guest relationships. If those contacts stay in email, follow-up depends on memory. This tracker keeps source, interest, owner, and next action visible.
What is included in this hotel CRM template
The template includes contact or account name, source, inquiry type, segment, stage, estimated value, owner, last touch, next follow-up date, priority, and notes. Hotels can adapt it for group blocks, events, corporate accounts, travel planners, and local partnerships.
Who should use this template?
This template fits hotel managers, sales coordinators, innkeepers, event teams, and hospitality operators that need simple lead follow-up before moving into a full CRM. It is especially useful when several people respond to inquiries and handoff context matters.
How to use it well
Review upcoming follow-ups weekly, keep inquiry type labels consistent, and move qualified opportunities into the hotel sales pipeline. Griddy can flag stale inquiries, group leads by source, and create a cleaner follow-up list from messy notes.
Skip the setup
This template is ready in your browser.
Click “Open in Griddy” to load the template instantly. No download required. Griddy's AI is already connected, so you can customise it in plain English.
Open in Griddy
