Introducing WeSpeak CRM

Not every lead is worth the same, or equally close to booking. The Funnel sorts your contacts by stage and by amount, so your team always knows where to focus first.

Published on March 10, 2025

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Not every contact who writes to you is worth the same, or equally close to booking. Without a board that tells them apart, a sales team spends as much time on someone who just asked the price of a standard room as on someone who already got a quote for a $3,000 suite and only needs to confirm the payment — and that second contact is the one you really need to close first.

WeSpeak CRM is the board where you see all your contacts by sales stage, with the amount each one represents, so your team can prioritize where to focus.

Why it matters to tell your customers apart

  • Each column is a stage (for example, Interested → Quoted → Booking intent → Booked): at a glance you know how close each contact is to becoming a booking, instead of treating your whole inbox as if it were all the same.
  • The quoted amount stays in view on every card and is totaled in each column's header: a $200 lead isn't the same as a $3,000 one, and the board shows you that without you having to open each conversation.
  • Sort the cards by amount within each column so your highest-value contacts stay on top — the team sees the biggest opportunity first, not the most recent one.
  • The AI keeps your priorities up to date on its own: it moves each lead to the next phase as the conversation progresses, so the board reflects reality without anyone having to reclassify by hand.
  • The Won and Lost statuses clear out the leads that are no longer going to close (with their reason recorded), so the team's focus stays on the contacts that are still active and worth pursuing.

How it works

  • You drag and drop cards to change their phase; when you drop one on Won or Lost, the system records the outcome (with a reason, in the case of Lost).
  • The AI analyzes each conversation and assigns the phase on its own, only in the phases you enable for it — and it never touches a lead that's already Won or Lost.
  • A lead becomes Lost when the guest explicitly declines, when someone on the team marks it by hand, or through inactivity after 7 days without activity — it can always be reopened.
  • You can export the whole board to Excel, respecting your filters, for analysis or reports.

Who benefits most

  • Sales teams that currently reply in order of arrival, rather than by value or likelihood of closing.
  • Hotels with very different ticket sizes (standard rooms vs. suites, groups vs. individual travelers), where not every lead deserves the same effort.
  • Anyone who wants to know, without opening every chat, how much everything they have "quoted" is worth right now.

Next steps

Already a WeSpeak customer? Go to the Sales Funnel and sort your contacts by amount to see your biggest opportunities first.

Set it up

Not using WeSpeak yet? If you can't currently tell at a glance which lead is worth more and which one is closest to closing, WeSpeak CRM sorts that out for you. Talk to our team and get to know WeSpeak.

Book a demo

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