CRM & lead pipeline
A sales pipeline built for the way estates actually sell.
Every enquiry on one visual board, scored by AI, triaged by reply-time, and enriched with the context your team needs to close — from first message to deposit paid.
- No enquiry left unanswered
- AI tells you which leads are hot
- Understand precisely why you win and lose
Enquiries scattered across an inbox are enquiries you lose.
Wedding and group leads take weeks to close and involve dozens of messages. When they live in a shared inbox, the hot ones go cold and nobody knows why you lost. Steward's CRM is purpose-built for venue sales — every lead visible, scored and moving forward.
What you get
Everything in CRM & lead pipeline, working as one.
Visual kanban pipeline
Drag leads through new → contacted → quoted → deposit paid → planning → confirmed → completed, with a clear picture of what's live and what it's worth.
AI lead scoring & enrichment
Every enquiry is classified hot, warm or cold, summarised, and tagged with where it was left and the next best step — so your team knows who to call first.
Reply-time SLAs & triage
A needs-reply queue and reply-time alerts surface any lead waiting too long, so the enquiries that convert on speed never slip.
Duplicate merge & loss analysis
Automatic duplicate detection keeps the pipeline clean, and a loss-reason taxonomy shows exactly why deals slip so you can fix it.
Works with
Better together with the rest of the platform.
Every part of Steward shares one source of truth, so a booking here updates everything else automatically.
Quote & package builder
Build tailored quotes for weddings, group stays and corporate events in minutes — rooms, food, experiences and add-ons, priced and sent.
Learn moreMessaging & sequences
AI-drafted email and SMS follow-up that nurtures enquiries, confirms bookings and prompts reviews — the right message at the right moment, hands-off.
Learn moreAnalytics & reporting
One dashboard for occupancy, revenue, lead conversion and channel mix — plus a forward cash-flow forecast, so you always know what to do next.
Learn moreQuestions
Good to know.
Each enquiry is analysed for intent and buying signals — quote views, return visits, message sentiment — and scored hot, warm or cold with a short summary of where things stand.
Ready when you are
See it running on your property.
Book a demo and we'll show you this working end to end — on Ballinderry, and mapped to your estate or hotel.