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Put your resort pipeline on autopilot — trigger follow-ups, tasks and emails from deal activity.

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Describe it, and Concierge AI builds the automation
e.g. “follow up on proposals older than a week with an email and a reminder”
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Featured templates
Welcome new resort lead

When a new deal enters the pipeline, send an intro email and schedule a discovery call.

Avoid rotting deals

When a deal changes stage, wait five days and create a follow-up task so nothing goes quiet.

React to stage change

When a deal reaches Proposal, send a follow-up and set a reminder to check in.

Chase unresponsive proposals

After a deal reaches Proposal, wait and follow up automatically if things go quiet.

High-value deal nudge

When a deal's value crosses the threshold, send the OTA cost teardown to spark interest.

Won handoff

When a deal is won, create the onboarding task and drop a handoff note for delivery.