The CRM built for CVBs.
One system for your partners, group leads, email, events, and board reports. Local Titans sets it up and trains your team.
- State Bowling Association2027 tournament420 est. room nights
- Regional Nurses Conference180 attendees210 est. room nights
- Youth Soccer Classic38 teams610 est. room nights
- Miller Family Reunion60 guests24 est. room nights
- Heritage Car Club Rally95 cars150 est. room nights
The scattered bureau
Your bureau runs on relationships. Most of them live in spreadsheets and inboxes.
A CRM, short for customer relationship management, is one shared record of every person and business you work with. CVB CRM gives your whole team that record, plus the tools to act on it.
- Partner contacts in a spreadsheet nobody trusts.
- Meeting leads in one person's inbox.
- The newsletter in one tool. Event submissions in another.
- Contracts printed, signed, scanned, and filed.
- The board report built by hand every month.
- When a staff member leaves, their relationships leave too.
Everything in one system
Built around the four groups a bureau serves.
Every plan includes all of these tools. No per-user fees.
Your partners
Hotels, restaurants, attractions, venues, and shops.
- Partner directoryEvery partner business in one record, with its people, category, town, notes, and follow-up tasks.
- Notes and follow-upsLog calls and visits as notes. Set follow-up tasks so no partner goes quiet.
- Partner newslettersEmail all partners, only lodging, or only one town.
- Agreements and e-signatureSend partner, co-op, and sponsorship agreements to sign online.
- Invoices and online paymentsBill dues, co-op ad buys, and sponsorships. Partners pay online.
- Event registrationTake sign-ups for your annual meeting and partner workshops, with free or paid tickets and QR check-in.
Your groups and meetings
Conventions, sports, weddings, reunions, and film.
- Sales pipelinesSee every group lead by stage, from first inquiry to signed contract.
- Group details on every leadDates, group size, and the room nights the planner asks for, kept on every lead.
- Lead sharing with hotelsEmail a group lead to the hotels that fit. Their replies come back to your team.
- Site visit schedulingPlanners book tours and calls on your online calendar.
- ProposalsBuild a proposal, send it, and see when the planner opens it.
- Tour sign-upsPlanners, writers, and local staff sign up for fam tours online. Each date closes when it is full.
Your visitors
Leisure travelers, locals, and event-goers.
- Visitor guide requestsA web form sends the digital guide right away and flags print copies for mailing.
- Email and text marketingDrag-and-drop newsletters, sent by interest, like outdoors, dining, or events. Texts go only to people who opt in.
- One shared inboxEmail, texts, website chat, Facebook, and Instagram messages in one place.
- Event submissionsOrganizers submit events through one form, ready for your review.
- SurveysAsk visitors and attendees what they thought. Answers stay on their record.
Your team
The tools that do the busywork.
- AutomationsWhen a form comes in, the right person gets a task and the sender gets a reply.
- Social media plannerSchedule posts to Facebook, Instagram, LinkedIn, and more from one calendar.
- Reports and dashboardsPipeline value, estimated room nights, and email results on one dashboard, emailed to your board on a schedule.
- Phone and textingLocal numbers, call recording, and texting in the same system.
- Mobile appWork leads and answer messages from your phone, even on a trade show floor.
- Training coursesHost hospitality and ambassador training with courses and certificates.
Twenty-three tools in every plan. One login. No per-user fees.
AI built in
AI in every corner of the CRM.
Every plan has AI builders. Professional and Premier add an AI assistant that answers chats, texts, and calls for your bureau.
- AI automation builderDescribe an automation in plain words. AI builds the first draft for your team to check.Every plan
- AI page builderDescribe a landing page for an event or campaign. AI builds the first draft.Every plan
- Works with Claude Code and CodexConnect AI agents to your CRM. They look up records, update leads, and pull reports, with only the access you approve.Every plan
- Ask AIAsk the CRM in plain words. It finds records, updates leads, tags contacts, and drafts content.Professional and Premier
- AI chat and text assistantAnswers common questions by website chat, text, Facebook, and Instagram, from information you approve.Professional: 1,000 replies a month. Premier: unlimited.
- AI phone agentAnswers calls, answers common questions, takes messages, and books calls, day or night.Professional: 100 minutes a month. Premier: unlimited.
- AI writingDrafts newsletters, emails, social posts, and images in your bureau's voice.Professional and Premier: unlimited
- AI review repliesDrafts replies to reviews on your Google Business Profile.Professional and Premier: unlimited
Unlimited is subject to fair use. Use over a plan's limit is billed by usage.
A real Tuesday night
A meeting planner fills out your form at 9 PM. Here is what happens next.
- The lead lands in your group sales pipeline, with dates, group size, and requested room nights filled in.
- The planner gets a thank-you email right away, with your meeting planner guide attached.
- Your sales manager gets a task and a text alert.
- Move the lead to the next stage, and its details go to the hotels that fit by email. Their replies come back to your team.
- When the group signs, its estimated room nights count toward your board report.
Nobody copied anything into a spreadsheet.
One login
One system instead of seven.
Many bureaus pay for separate tools to do the jobs this CRM does together. Add up what you pay for those today. Then compare it with the price below.
- Email newsletter tool
- Online forms and surveys
- E-signature
- Scheduling links
- Social media scheduler
- Invoicing
- Spreadsheets for partners and leads
- CVB CRM
Done for you
We build it, move your data in, and train your team.
We learn how your bureau works: your partner types, your sales process, your events, and your reports.
Your account starts with CVB pipelines, forms, email templates, and automations already built. We fit them to your bureau.
We import your partner lists, contacts, and open leads from spreadsheets or your old system.
We train your staff on the jobs they do every day, and we stay on call when questions come up.
Pricing
Pick the AI level. The CRM is the same.
Every plan has all 23 CRM tools, unlimited staff, and unlimited contacts. The plans differ only in how much AI you get.
Essentials
$197per month
Plus a one-time $497 setup fee.
The full CRM, with AI builders.
- All 23 CRM tools on this page
- Unlimited staff seats and contacts
- AI automation and page builders
- Works with Claude Code and Codex
- Email newsletters, up to 25,000 sends a month
- Setup, data import, and staff training
Professional
$497per month
Plus a one-time $997 setup fee.
The CRM plus an AI assistant.
- Everything in Essentials
- Email newsletters, up to 50,000 sends a month
- AI chat and text assistant, 1,000 replies a month
- AI phone agent, 100 minutes a month
- Unlimited AI writing and review replies
- Ask AI inside the CRM
Premier
$697per month
Plus a one-time $997 setup fee.
The CRM with the full AI suite.
- Everything in Essentials
- Email newsletters, up to 50,000 sends a month
- Unlimited AI chat and text replies
- Unlimited AI phone agent minutes
- Unlimited AI writing and review replies
- Ask AI, with three times the use
Setup: the one-time fee covers your CVB setup, data import, and staff training.
Usage and extras:AI replies and phone minutes over your plan, texts, phone calls, and email over your plan's monthly sends are billed by usage. We show you the rates before you sign. Texting needs a one-time carrier registration. We handle it.
Pair it with Welcome Engine.
Welcome Engine is our AI trip planner for destination websites. Visitors plan real trips from your own listings. We can connect it to your CRM, so trip planner sign-ups land with the rest of your contacts.
Add Welcome Engine and your CRM setup fee is waived.
See Welcome EngineQuestions bureaus ask
Straight answers before you take it to your board.
Who owns our data?
Your bureau does. Export your contacts, partner businesses, and leads to a spreadsheet at any time. We never sell it.
Do we pay per user?
No. Your whole team gets a login at no extra cost.
Do we need Welcome Engine to use it?
No. The CRM works on its own and with any website. Forms and booking calendars go on the site you already have.
What if we do not do group sales?
Then skip that part. Partners, visitors, events, and email work the same without it.
How long does setup take?
It depends mostly on how many lists you have and how clean they are. You get a written timeline after the first call.
Is it hard to learn?
We train your staff on the jobs they do every day, not on every button.
Can our attorney review the agreement?
Yes. Scope, data terms, and pricing are in writing for review before you sign.
Ready when you are
Book a CRM walkthrough.
Pick a time below. We will look at how your bureau tracks partners, groups, and visitors today, and show you what CVB CRM would look like for your team.