CRM Software for Staff Accommodation
& Labour Camps
Turn enquiries into signed, room-backed contracts — an enquiry → quotation → contract pipeline that runs on the same live bed inventory your camps operate on. Sales can't oversell, and finance can't undercharge.
How Do Enquiries Reach Your Sales Team? Four Channels In
Every enquiry — from your website, your inbox, an AI conversation, or a phone call — lands in the same pipeline with the same routing and response-time SLA clocks.
Web-to-Lead Form
Add an enquiry form to your own website — submissions arrive spam-filtered, routed to the right salesperson, and on a response-time SLA clock.
AI Website Sales Agent
Chats with website visitors around the clock and files structured enquiries itself — part of the Insight CAFM AI Suite.
Email-to-Enquiry Agent
AI reads a monitored sales mailbox and converts genuine enquiries into structured CRM records — also covered in the AI Suite.
Manual Entry
Walk-ins and phone enquiries are entered by the team with the same routing and SLA clocks as every other channel.
A Kanban Pipeline Built for Accommodation Deals
Every enquiry moves across a Kanban board with stages you define, drag-and-drop progression, and stage ageing that shows how long each deal has been waiting — so nothing sits forgotten in a spreadsheet.
- Full requirement on the record: camps, bed count, services, and target dates — plus tasks, an activity timeline, and the email correspondence trail.
- SLA clocks on every enquiry: response-time SLAs and stage ageing keep the team accountable to first response and follow-up.
- Lost-reason discipline: Lost always takes a reason, and Won happens automatically at conversion — your funnel data stays honest.
Quotes That Read Live Bed Inventory
The quotation builder shows live capacity meters fed by the same bed inventory operations run on, counting only genuinely sellable beds — so no salesperson can promise beds that don't exist.
- Rate-card-driven pricing: by camp × service × room category, each card carrying a standard rate and a floor price.
- Service lines included: quote accommodation plus catering, laundry, and utilities with man-day pricing, validity dates, and your standard terms applied automatically.
- Versioned revisions & branded PDFs: every negotiation round is a new version with full history and re-approval, and one click produces the customer-ready proposal with room math, terms, and branding.
Who Approves a Discount? The Ladder Decides
A multi-level approval workflow — for example Sales Manager → General Manager → Director — is driven by discount percentage, floor-price breach, and deal value, so margin decisions always reach the right level.
- Floor price always escalates: small discounts can auto-approve within a threshold, but any price below the floor escalates regardless of percentage.
- My Approvals queue: a live approval preview in the builder, an in-app queue for approvers, and a permanent approval history.
- You stay in control: adjust the ladder and thresholds yourself, per customer, right inside the app — no technical help needed.
Approval Ladder
From Won Quote to Active Contract — and Every Change After
A win converts to a draft contract instantly, but stays invisible to operations — no billing, no check-in — until rooms are allocated and it is explicitly activated as a Reserved (specific rooms) or Open (beds at check-in) contract. Commercial terms carry over automatically: rates, minimum guaranteed occupancy, deposits, credit terms, and service lines.
Amendments
Versioned, effective-dated, and approval-gated changes — and capacity can never be amended below current occupancy.
Renewals
Room allocations, active residents, and billing segments carry to the new contract automatically — no re-check-in, no double billing.
Termination
A reason is always required; the contract freezes with documents intact, and the register filters by Active, Draft, Renewed, Terminated, or Expired.
Customer 360
A corporate customer master with contacts, group hierarchy, departments, documents, and an activity timeline — shared by contracts, billing, and services.
See the Whole Pipeline — and What's About to Expire
A dedicated CRM dashboard with alerts and a report pack keeps sales leadership ahead of the funnel, the contracts, and the vacant rooms.
Pipeline Funnel & Values
Visualise the funnel with deal values at every stage, backed by a full CRM report pack.
Stage Ageing
Spot enquiries stuck in a stage too long, so follow-ups happen before deals go cold.
Expiry Alerts
Contract and document expiry alerts on a rolling window — renewals start before the deadline, not after it.
Marketing-Push Cards
Opportunity cards for vacant and releasing rooms turn empty beds into the sales team's next campaign.
CRM & Sales — Your Questions Answered
Can sales quote beds that aren't available?
No. The quotation builder shows live capacity meters and reads the same bed inventory operations run on, counting only genuinely sellable beds. Reserved, blocked, and maintenance holds are excluded, so no salesperson can promise beds that do not exist.
How are discounts controlled?
Through a multi-level approval ladder — for example Sales Manager, then General Manager, then Director — driven by discount percentage, floor-price breach, and deal value. Small discounts can auto-approve within a threshold, but any price below the floor escalates regardless of percentage. Approvers work from an in-app My Approvals queue, and every decision is kept in a permanent approval history. The ladder and thresholds are editable in-app per customer.
What happens when a contract is renewed?
Room allocations, active residents, and billing segments carry to the new contract automatically — there is no re-check-in and no double billing. The old contract freezes read-only with a "continues as" link to the renewal, so the full commercial history stays intact.
Can we capture leads from our own website?
Yes. Add an enquiry form to your own website and submissions arrive in the CRM automatically — spam-filtered, assigned to the right salesperson, and on a response-time SLA clock. An AI website sales agent and an email-to-enquiry agent can also capture leads automatically, and manual entry follows the same routing and SLA clocks.
Ready to Run Sales on Live Bed Inventory?
See the new CRM & Sales module on the platform proven with 33,000+ residents and 20,700+ beds.