🤖 AI Suggestion: Advance of ₹9,39,600 due in 3 days. Send payment reminder via WhatsApp?
● Live Demo Available
0+
Modules Implemented
0
Event Lifecycle Stages
0%
Salesforce Native
360°
Operational Visibility
Built for teams that run on Salesforce
Core Capabilities
Everything your hospitality team needs, unified
From first inquiry to final settlement — leads, bookings, vendors,
payments, and reports all live in one Salesforce environment.
💬
WhatsApp Native Integration
Send, receive, and manage WhatsApp conversations directly inside Salesforce.
Template messages, automated replies, full chat history in the CRM.
Native · No 3rd
Party
📞
CTI Dialer in Salesforce
Click-to-call from any record, screen-pop for incoming calls, auto call
logging, live call notes — everything logged without lifting a finger.
Auto-Log ·
Screen-Pop
🤖
AI-Powered Agent Assist
Lumina AI surfaces record summaries, next best actions, menu requirements,
and payment nudges — right when your agent needs them.
Contextual ·
Real-time
📅
Banquet & Event Lifecycle
Room reservations, banquet events, meal planning, and multi-day scheduling —
purpose-built for hospitality, not hacked from generic CRM tools.
10
Stages
📊
360° Dashboards
Room and Banquet revenue tracked independently. Targets per salesperson and
location. Auto-updated the moment a deal closes — zero manual work.
Live ·
Custom
🛡
Enterprise Secure
Pipeline, revenue trends, banquet calendar, and agent performance — filter by
month, quarter, year, location, or salesperson in real time.
ISO ·
Compliant
Native WhatsApp Messaging
Message guests directly from Salesforce records without ever switching tabs. The CRM
updates automatically when a reply is received.
💬 Guest: Can I upgrade to a suite?
Message Received
Can I upgrade to a
suite?
Action Required
Automated Slack Collaboration
Trigger instant notifications to the ops team in Slack when an event status changes.
Keep everyone aligned seamlessly.
Banquet Event: Royal Wedding
Status: Confirmed
Omnichannel Support
Every channel, one
inbox
Your agents handle WhatsApp, phone,
email, and web chat from a single Salesforce view. No tab-switching. No missed messages.
💬
WhatsApp Native
Natively embedded in every Salesforce record
→
📞
CTI Dialer
Computer telephony directly inside Salesforce
→
✉
Email Integration
Send proposals & contracts from opportunity records
→
💻
Slack Integration
Internal team collaboration linked to CRM records
→
💬
WhatsApp — Native to Salesforce
No third-party app required. WhatsApp is embedded directly within every Salesforce
record — leads, accounts, opportunities, and contacts.
Send & Receive WhatsApp messages within Salesforce without
switching tabs
Template Messages pre-approved for payment reminders,
booking confirmations, and greetings
Auto-log every conversation to the CRM record for full
audit trail
Media Support — share proposals, images, and documents via
WhatsApp
Broadcast Messages for event reminders and promotional
campaigns
✨
TRUSTED BY LEADING HOSPITALITY BRANDS
Ready to see it in action?
Get a personalized demo tailored to your property — hotels, resorts, banquet halls, and
more.
Agent-Led · Omnichannel · Salesforce Native
Built for
the way hospitality teams actually work
Every feature has been
designed around the real workflows of hospitality sales agents — not generic CRM users.
Channel 01
WhatsApp — Native to Salesforce
No third-party widget. No app switching. WhatsApp is built directly
into every Salesforce record — leads, accounts, opportunities. Your agents never leave the CRM.
💬
Two-Way Messaging
Send and receive WhatsApp from any lead, contact, or opportunity record
📝
Template Messages
Pre-approved templates for payment reminders, confirmations, and event
updates
🗂️
Auto CRM Logging
Every message automatically saved to the record timeline — zero manual entry
📎
Media & Document Sharing
Share proposals, menus, contracts, and venue images directly via WhatsApp
RS
Raj Sharma — Royal Wedding
Online · Salesforce Logged
Hi, I wanted to confirm the advance payment details for our wedding
booking?
10:22 AM
Hello Raj! For the Royal Wedding Jaipur booking, the advance due is
₹9,39,600 by May 28th. I'm sharing the payment link.
10:24 AM ✓✓
Payment link: pay.hospitalityone.in/raj-royal-wedding
🔗 Auto-generated from Salesforce Opportunity
10:24 AM ✓✓
Perfect! Can you also send the function prospectus?
10:26 AM
Sending now — generated from Salesforce in 1 click! 📄
📋 Function Prospectus — Auto-PDF from CRM
10:26 AM ✓✓
Type a message or use template...
➤
Channel 02
CTI Dialer — Inside Salesforce
Computer Telephony Integration gives your agents a fully functional
softphone embedded within Salesforce. Call, log, and act — without ever leaving the record.
⚡
Click-to-Call
Dial any contact by clicking their phone number directly on the Salesforce
record
🖥️
Screen Pop
Incoming caller's Salesforce record automatically pops up — instant context
for your agent
📋
Auto Call Logging
Duration, disposition, notes — all auto-saved to the activity timeline after
every call
🔴
Call Recording
Record and attach calls to opportunities for quality review and dispute
resolution
📞 Hospitality One — CTI Softphone
+91 98765 00104
Raj Sharma · Royal Wedding Jaipur
● Connected · 2:34
⏸
📵
🔇
Call Notes — Auto-Saving
🤖 AI Summary (Live)
Customer confirmed advance payment. Requested function prospectus. Follow up on menu selection by
Friday.
Salesforce Auto-Log
📌 Opportunity: Royal Wedding Jaipur
⏱ Duration: 2:34
📁 Status: Logging to CRM...
🎯 Next Action: Send Prospectus via WhatsApp
Agent Experience
The Agent-Led Difference
Hospitality One is designed
around your agents, not against them. Every workflow is guided, every stage is structured, every action
is suggested.
1
Stage-Wise Guided Workflow
The 10-stage opportunity path tells agents exactly what to do next —
required fields, mandatory actions, and stage-specific guidance built in.
2
AI Contextual Assistance
Lumina AI reads the current record and proactively surfaces summaries,
payment nudges, menu questions, and next best actions — right in the sidebar.
3
One-Click Document Generation
Quotations, proposals, function prospectus, and contracts generated in
seconds — branded PDFs, automatically filled from CRM data.
4
Real-Time Performance Dashboard
Agents see their own pipeline, target vs. achieved, and open tasks.
Managers see everything across the team and all properties.
Agent Dashboard — Manish Yadav
₹68L
Achieved MTD
₹70L
Monthly Target
12
Open Deals
97%
Target Attain.
Room Revenue₹28L / ₹35L
Banquet Revenue₹40L / ₹35L
Recent Activity
WhatsApp sent to Raj Sharma — Royal Wedding
2m ago
Call logged — Anaya Wedding — 4:12 min
18m ago
Proposal generated — Corporate Summit Delhi
1h ago
Deal Closed Won — Mehta Engagement ₹8.4L
3h ago
10-Stage Event Lifecycle
From
first inquiry to final settlement
Every opportunity follows a
structured 10-stage journey inside Salesforce — with mandatory fields, guided actions, and automated workflows
at each step.
01
Qualification
02
Event Detailing
03
Quotation
04
Advance Recv.
05
Commission
06
Contract
07
Vendor Appl.
08
Fn. Prospectus
09
Closed Won
10
Closed Lost
Powered by Salesforce Flows
All automation, zero manual
work
⚡
Revenue Auto-Split
Room and Banquet revenue automatically
calculated and separated the moment an event is saved.
🎯
Target Auto-Update
Sales targets update in real time the
moment an opportunity moves to Closed Won — no spreadsheet reconciliation.
💰
Commission Auto-Calc
Referral and vendor commissions calculated
automatically — percentage or fixed, split by revenue type.
🏆 The #1 Choice
Why
hospitality teams choose Hospitality One
01
🏨
Built Exclusively for Hospitality
Every field, every workflow, every report was designed for banquet halls,
weddings, and room bookings — not adapted from a generic CRM template. This is hospitality-first,
Salesforce-powered.
02
☁
100% Salesforce Native
No external databases. No middleware. No integration risk. Everything lives
within Salesforce's trusted platform — security, compliance, and scalability are all inherited.
03
📞
Omnichannel by Default
WhatsApp, CTI dialer, email, and Slack — all embedded natively in Salesforce.
Your agents never need to leave the CRM to communicate with clients.
04
🤖
AI Built for Hospitality
Lumina AI doesn't just answer questions — it reads your current record, surfaces
relevant data, and tells your agents what to do next. Context-aware, record-specific intelligence.
05
📈
Multi-Property Scale
Manage a single venue or a chain of 50 properties — the architecture scales
without structural changes. All in one Salesforce org.
06
⚡
Fully Automated Workflows
Revenue splits, target updates, commission calculations, product creation — all
handled by Salesforce Flows. Your team focuses on selling, not data entry.
Competitive Comparison
Hospitality One vs the alternatives
Feature
Hospitality One
Generic CRM
Spreadsheets
WhatsApp Native in Salesforce
✓
~
✗
CTI Dialer Embedded
✓
~
✗
Hospitality-Specific Event Detailing
✓
✗
✗
Room + Banquet Revenue Split
✓
✗
~
10-Stage Hospitality Lifecycle
✓
✗
✗
Banquet Booking Calendar
✓
✗
~
AI Contextual Assistance
✓
~
✗
Visiting Card Scanner (AI)
✓
✗
✗
Automated PDF Generation
✓
~
✗
Multi-Property Support
✓
~
~
Double-Booking Prevention
✓
✗
✗
Salesforce Native (no integrations)
✓
✗
✗
✓ Full support ~ Partial/workaround ✗
Not available
★★★★★
"Hospitality One transformed how our sales team operates. The WhatsApp
integration alone saved us 3 hours a day per agent. And having the CTI dialer inside Salesforce means
nothing falls through the cracks — every call is logged, every follow-up is tracked."
Director of Sales
5-Star Resort & Banquet Chain, Rajasthan
The #1 Salesforce Solution for Hospitality is here
Join leading hospitality brands already running on Hospitality One.
🎯 Personalized Demo
See Hospitality One live in 30 minutes
Our solution consultants will walk you through a full live demo tailored to your
property — banquet halls, rooms, weddings, corporate events, or all of the above.
💬
WhatsApp + CTI Live Walkthrough
See exactly how your agents will send WhatsApp and make calls from within
Salesforce records
🎪
Your Event Type, Your Workflow
We'll configure the demo around your specific event types — weddings,
corporate, rooms, or all combined
📊
Revenue & Dashboard Preview
See your real KPIs come to life — target vs achieved, pipeline, and booking
calendar
🤖
AI Assistance in Action
Watch Lumina AI summarize records, suggest actions, and speed up your agent
workflows live
Other Ways to Reach Us
💬WhatsApp: +91 85952 45748
✉Email: support@cloudingenious.com
🌐Website: www.cloudingenious.com
Book Your Free Demo
Fill in your details and we'll reach out within 24 hours to schedule your personalized
walkthrough.
No obligation. We'll contact
you within 24 hours via WhatsApp or email.
Salesforce CRM×Oracle Opera PMS
Two Systems. One Truth.
Hospitality One bridges Salesforce CRM with Oracle Opera PMS — giving your
sales agents live room inventory, real-time availability, and seamless booking sync without ever leaving the
CRM.
A bidirectional REST + HTNG/OXI layer ensures every
Salesforce action is instantly reflected in Opera — and every Opera status flows back to the CRM
automatically.
SF
Salesforce CRM
Hospitality One — Sales, Events & Revenue
Lead & Opportunity Management
Custom Event Detailing Component
Room Reservation Widget
Banquet Booking Calendar
Payment Milestone Tracking
Revenue & Target Dashboards
WhatsApp & CTI Integration
Automated Proposal Generation
HOSP. ONE BRIDGE
REST API HTNG / OXI Webhooks OAuth 2.0
OP
Oracle Opera PMS
Property Management — Rooms & Inventory
Room Inventory & Availability
Reservation Management
Guest Profile & History
Rate & Package Management
Check-In / Check-Out Tracking
Housekeeping & Room Status
Folio & Billing
Group Block Management
Salesforce → Opera
Room reservation requests with check-in/out dates
Group block creation for event bookings
Guest profile and company data sync
Cancellation and amendment requests
Opera → Salesforce
Real-time room availability counts per category
Confirmed reservation IDs and confirmation numbers
Check-in / check-out status via webhook
Live rates, packages, and folio totals
8 Core Transactions
Every transaction, mapped
Eight primary data transactions flow between Salesforce and
Oracle Opera — covering every step from availability check to final folio settlement.
🔍
Availability Query
SF → Opera
When an agent opens the Room Reservations panel in Salesforce Event Detailing,
Hospitality One instantly queries Opera for real-time availability across all room categories.
Opera returns live room availability — count per category, published rate, package
codes (CP/MAP/EP), and any blackout restrictions — displayed instantly inside Salesforce.
opera.availableRooms→sf.roomsAvailable
opera.publishedRate→sf.ratePerNight
opera.packageCode→sf.mealPlan
opera.restrictions→sf.availabilityStatus
⚡ Response time: < 2 seconds via Opera REST API / HTNG
interface
📋
Group Block Creation
SF → Opera
When a corporate or wedding booking is confirmed at the Advance Receivable stage, a
Group Block is automatically created in Opera — rooms are held without a confirmed reservation.
sf.opportunityId→opera.groupId
sf.guestCount→opera.blockRooms
sf.cutOffDate→opera.blockCutoff
sf.accountName→opera.groupName
⚡ Trigger: Opportunity moves to Stage 4 — Advance Receivable
✅
Reservation Confirmation
SF ↔ Opera
On Closed Won, room reservations are pushed from Salesforce to Opera. Opera responds
with a confirmation number stored back on the Salesforce opportunity for operations tracking.
sf.guestName→opera.guestProfile
sf.roomType→opera.reservation
opera.confirmNo→sf.operaConfirmNo
opera.reservationId→sf.pmsReservationId
⚡ Trigger: Opportunity Stage = Closed Won via Salesforce Flow
👤
Guest Profile Sync
SF ↔ Opera
Guest and company profiles sync between Salesforce Accounts and Oracle Opera Guest
Profiles — ensuring a single guest identity across CRM and PMS with no duplicate entry.
sf.contact.name↔opera.guestName
sf.account.gstNo↔opera.taxId
sf.contact.phone↔opera.phoneNumber
opera.profileId→sf.operaProfileId
⚡ Trigger: Lead conversion or Account update in Salesforce
🛎
Check-In / Check-Out
Opera → SF
When a guest checks in or out in Oracle Opera, a webhook fires to Salesforce —
updating the opportunity with actual timestamps and room assignment for real-time operational awareness.
opera.actualCheckin→sf.actualCheckIn
opera.assignedRoom→sf.roomAssigned
opera.reservationStatus→sf.pmsStatus
opera.actualCheckout→sf.actualCheckOut
⚡ Trigger: Opera webhook fires on check-in / check-out event
🔄
Amendment & Cancellation
SF → Opera
If a client modifies dates, room count, or type, the amendment is pushed instantly
from Salesforce to Opera. Cancellations trigger Opera to release inventory back to the open pool.
sf.amendedDates→opera.modifyReservation
sf.newRoomCount→opera.updateBlockRooms
sf.cancellationReason→opera.cancelReservation
opera.cancellationNo→sf.cancelConfirmNo
⚡ Trigger: Opportunity edit or Stage = Closed Lost in Salesforce
💰
Revenue & Folio Sync
Opera → SF
Post-event folio totals from Oracle Opera are synced back to Salesforce — enabling
accurate actual revenue reporting against the quoted amount and full payment reconciliation.
opera.folioTotal→sf.actualRoomRevenue
opera.roomCharges→sf.roomRevenue
opera.taxAmount→sf.gstAmount
opera.paymentStatus→sf.milestoneStatus
⚡ Trigger: Daily Opera folio sync via scheduled Salesforce Flow
The Key Innovation
Check Opera inventory — without leaving Salesforce
The moment an agent details a corporate or event booking,
Hospitality One fetches live room availability from Oracle Opera and displays it inside the Salesforce Event
Detailing component.
How It Works — Step by Step
01
Agent Opens Event Detailing in Salesforce
On any Opportunity, the agent opens the custom Room Reservations panel.
They enter check-in, check-out dates, and required room categories directly in Salesforce.
02
Hospitality One Queries Oracle Opera
A REST API call fires to Oracle Opera's OXI/HTNG interface with hotel
code, date range, and room type. Opera processes the query against live inventory in real time.
03
Live Inventory Returned < 2 Seconds
Opera responds with available room counts, published rates, package
inclusions (CP/MAP/EP), and any blackout or minimum stay restrictions per room type.
04
Agent Selects Rooms — Opera Holds Block
Agent selects the required room count. On save, Salesforce pushes a
Group Block to Opera — holding rooms against the event without a final reservation. Revenue
auto-calculates.
05
On Closed Won — Full Reservation Created
When the deal is won, a formal reservation is pushed to Oracle Opera. A
confirmation number flows back to Salesforce and is stored on the Opportunity record for operations.
SF
Room Availability — Oracle Opera
Live inventory check via Opera API
Connected
Check-In Date
01-Jun-2026
Check-Out Date
03-Jun-2026
Property (Hotel Code)
JAIPUR-BRIJ-001
Event / Opportunity
Royal Wedding Jaipur
Live Inventory — Oracle Opera Response
🏨
Coastal Suite
42 rooms
₹4,500/night · CP
🌄
Heritage Suite
28 rooms
₹10,000/night · MAP
🏡
Luxury Cottage
6 rooms
₹18,000/night · EP
🏰
Presidential Villa
12 rooms
₹32,000/night · CP
🚫
Mountain View Suite
0 rooms
Sold Out · Jun 1-3
Field-Level Mapping
Salesforce ↔ Opera Data Dictionary
Category
Salesforce Field
Direction
Oracle Opera Field
Description
Booking
Opportunity.CheckInDate
→
ArrivalDate
Guest check-in date sent to Opera
Booking
Opportunity.CheckOutDate
→
DepartureDate
Guest check-out date
Booking
Opportunity.CutOffDate
→
BlockCutoffDate
Room block release cut-off
Booking
Opportunity.PrimaryGuest
→
ReservationName
Primary guest on reservation
Booking
sf.OperaConfirmNo
←
ConfirmationNumber
Opera confirmation synced back to CRM
Room
RoomReservation.RoomType
→
RoomTypeCode
Room category code
Room
RoomReservation.Quantity
→
NumberOfRooms
Number of rooms to block or reserve
Room
RoomReservation.MealPlan
→
RatePlanCode
CP / MAP / EP / AP package
Room
sf.AvailableRooms
←
AvailableInventory
Live room count from Opera
Room
sf.RatePerNight
←
PublishedRate
Published rate returned by Opera
Guest
Account.Name
↔
GuestProfile.Name
Company / guest name sync
Guest
Account.GSTNumber
↔
GuestProfile.TaxID
GST for corporate invoicing
Guest
sf.OperaProfileId
←
ProfileId
Unique Opera profile reference stored in SF
Revenue
Opportunity.RoomRevenue
↔
FolioCharges
Actual room revenue post-stay
Revenue
PaymentMilestone.Status
←
PaymentStatus
Opera payment reconciliation status
Ops
sf.ActualCheckIn
←
ActualArrivalDate
Actual check-in from Opera front desk
Ops
sf.PMSStatus
←
ReservationStatus
Reserved / Checked-In / Checked-Out / Cancelled
API Reference
Integration Specification
Uses Oracle Opera REST API (v21.5+) and HTNG 2.0 / OXI interface, authenticated via
OAuth 2.0 with property-level scope.
Agentforce automatically categorizes incoming inquiries, routes them to the right booking
agent, and pre-drafts emails and WhatsApp replies for quick review.
Instant intent classification
Auto-assigned to available agents
Context-aware drafted replies
Agentforce — Smart Inbox
💬
WhatsApp: Suite availability?
Priya Mehta — Arriving June 15th
Booking
✉️
Email: AC not working Room 301
Ankit Roy — Current Guest
Support
📞
Call: Corporate block 50 rooms
TCS Events Team — High Value
VIP
Drafting reply...
Proactive Revenue Optimization
Lumina AI monitors the sales pipeline, flags at-risk banquet bookings, and surfaces
high-value Next Best Actions directly on the record page to secure deposits faster.
Pipeline health monitoring
Automated follow-up triggers
One-click payment reminders
Revenue Dashboard — Q2 2026
₹42L
Pipeline
87%
Close Rate
14
Active Deals
⚡
Send Payment Reminder
Royal Wedding — ₹3.2L overdue by 3 days
Automated Post-Stay Engagement
Agentforce never stops working. It automatically follows up with departed guests,
collecting feedback, resolving complaints, and driving repeat bookings.
Triggered WhatsApp feedback surveys
Auto-resolution for minor complaints
Loyalty program enrollment nudges
WhatsApp — Guest Feedback
Hi Rahul! 👋 Thank you for staying at Park Boulevard. How was your
experience?
Please rate your stay:
⭐⭐⭐⭐⭐
Absolutely loved it! The suite was perfect 🙌
Thank you! 🎉 Here's a 10% loyalty coupon for your next booking:
LOYAL10
Dynamic Event Proposals
Banquet managers can generate complex, personalized event proposals in seconds. Agentforce
calculates F&B requirements, room blocks, and pricing dynamically.
