Guest CRM Manager
Manage inquiries, statuses, follow-ups, and guest actions from one place.
Dashboard
Last refreshed: Not yet
Priority Records
Records
Calendar
Select a day
All active pipeline services in chronological order. Select any entry to open its full CRM record.
Tour Reports
Filter upcoming activities, review totals, export rows, or copy a guide-ready WhatsApp schedule.
| Date | Type | Guest | Guests | Status | Payment | Pickup | Phone |
|---|
Create / Edit Record
Marketing AttributionNo attribution available
Guest & Inquiry
Tour Planning & Quote
Additional Tours / Activities
The main form above is Tour 1. Use this section only for Tour 2, Night Walk, activities, transportation, or another tour date.
Tour Quotes SentRecord the options offered to this guest
Invoice & Payment
Log an interaction
Record what happened. The current time is used unless you choose another.
Communication timeline
No interactions recorded.
Guide or driver assignment
Schedule one service or transportation leg at a time.
Scheduled services
No assignments recorded.
Provider message
Create ready-to-send guide, driver, or activity-provider messages from scheduled services.
n8n CRM API Settings
Use the Production URL from the n8n workflow. Refresh CRM reads the live Google Sheet through n8n, and Save Record writes back to that same sheet. CSV import is only a fallback for offline review or troubleshooting.