CRM

Your guests, not just a data record.

Preferences, occasions, allergies and personal notes. CRM that reception and service use every day, not just marketing once a year.

Without felixUnity
What is often missing

The data exists, but nobody can find it.

Guest information sits in the PMS, on sticky notes and in the caretaker's head. On a return visit, everything starts again from scratch.

01

Preferences forgotten

3 staff members know that Mr Berger needs a quiet room, but the system does not.

02

History not visible

After the 7th visit, the couple is greeted as if they were new. The relationship is lost.

03

Occasions noticed too late

Wedding anniversary only noticed after arrival. The small gesture is not prepared.

04

No clean opt-out logic

Marketing email sent to a guest without consent. GDPR risk and loss of trust.

With felixUnity

Every guest is recognised on their next visit.

Preferences, comments and occasions are stored on the guest profile, not on slips of paper. felixUnity links previous stays automatically, shows the team important notes before arrival and keeps consent cleanly separated.

  • Preferences on the profileRoom location, allergies, favourite table. Recorded once, visible with every reservation.
  • History at a glanceAll previous stays, complaints and extra bookings. The team knows who is about to check in.
  • Occasions with lead timeWedding anniversaries, birthdays or a tenth stay are flagged in good time. The small gesture is ready.
  • Consent managed cleanlyOpt-ins per channel, opt-outs effective immediately. Records are kept, GDPR audits become routine.
What it looks like

One guest profile that serves both daily operations and marketing.

All touchpoints in one line. What the guest orders, what they last said, what matters to them. Immediately visible to reception and reservations.

GUEST AB Alexander Berger Family, 2 adults + 1 child Email a.berger@beispiel.at Phone +43 664 123 45 67 First stay March 2021 Total stays 7 Total revenue €8,942 PREFERENCES Mountain view Half board Spa Childcare LATEST NOTE "Allergic to peanuts." "Prefers the window closed, light blanket." 2 April 2025 · Christine (reservations) STAY HISTORY14-17 May 2026Double, mountain viewHalf board€1,28421-24 December 2025Steinberg SuiteFB€2,14028-31 July 2025Double, mountain viewHB€1,19810-13 February 2025Double, mountain viewHB€1,1065-8 September 2024Double ClassicHB€87618-21 May 2024Double ClassicHB€86211-14 August 2023Double ClassicHB€844 COMMUNICATION & TOUCHPOINTSOffer requestDirect via website · Family suite October6 October 2026, 09:14Offer sentAN-2026-1058 · €1,2846 October 2026, 09:15Reminder scheduledIf no reply by 8 October6 October 2026Booking confirmationDec 2025 · Wedding anniversary · Suite18 November 2025Guest satisfactionScore 9/10 · Recommendation2 August 2024
How it runs

From a name to genuine guest insight.

CAPTURE

At first contact

Offer request, booking or walk-in: data captured once, then structured.

ADD

During the stay

Notes from housekeeping, the restaurant and reception flow into the profile.

USE

On the next visit

Room, preferences and occasion are prepared before Mr Berger calls.

EVALUATE

For marketing

Segments by stays, occasions and preferences. Consent-based.

CRM that already works at reception

See
genuine guest insight in action.

Using regular guests from your property as an example, we show how felixUnity brings together history, preferences and occasions.

In 30 minutes you will see:

  • How guest profiles become the basis of daily work
  • How preferences and allergies reach the service team
  • How consent and marketing opt-in work cleanly
Book a demo