A CRM for the rep agency. A portal for every property it represents. Built on the same data, separated by a wall.
Every operator, every relationship, every rate agreement across your whole portfolio — with a needs-attention view that starts your day on the follow-ups due, the rates about to lapse, and the signed operators gone quiet. Open any operator and see their status across all your properties — so while a DMC is on the phone about one lodge, you can pitch the other two.
Each property gets its own login showing only its own slice: published monthly reports and a direct line for focus requests, free for as long as you represent them. When they want more, the live view opens the real-time pipeline, statuses, rates and contacts export — paid by the property directly, never by you.
Your safari lodge and the boutique hotel two doors down might share half the same UK operators — but each portal shows strictly its own statuses, rates and pipeline. That separation is enforced at the database layer, not a display setting, so there is no toggle to get wrong.
Work every relationship through Interest, Negotiating, STO Agreed, Signed and Active — separately for each property, because an operator producing for one lodge may still be a lead for another. Status and rate are never collapsed into one misleading value.
Log the meeting, the training, the FAM trip, the rate renewal — tagged to one or more clients, with the next step and its date. That activity log is what builds each property’s monthly report, so month-end stops meaning a reconstruction from your sent folder.
Follow-ups due, rates expiring inside 60 days, signed operators gone quiet or not yet delivering — one alerts centre, scoped to whichever client you’re working. A rate is expired the moment its valid-to date passes; gone-quiet is judged per property, so one client’s activity never masks another’s silence.
Tag any activity to WTM, ITB, Indaba — or a show you add yourself — and trade-show mode groups each event’s meetings with the follow-ups they generated. Three days of conversations become a worked follow-up list, not a stack of business cards.
Every property gets a free login that shows only its own slice — your published monthly reports, plus focus requests they watch move from Open to Done. When they want more, the live view — pipeline, operator statuses and rates, contacts export — is their optional upgrade, billed to them and never to you.
Preview exactly what the property will see, add your commentary, and publish — an immutable snapshot, frozen data plus PDF, delivered straight to their portal. Edits you make afterwards never rewrite a report you’ve already put your name to.
days' warning before any rate agreement expires
days of full live-portal access in every property invite
payment steps anywhere in a property’s invite
activity log builds every client’s monthly report
You’ve just stepped away from a stand at Indaba. Three follow-ups in your head, a rate to chase, and your next meeting starts in five minutes. So you talk instead of type: record a quick voice note — who you met, what was agreed, what happens next. STOdesk turns it into a draft activity with the operator matched, the right client tagged, the show noted, and a follow-up date suggested.
You glance at the draft, fix what needs fixing, and confirm. That last step is the whole point: nothing is ever logged, and no relationship ever changes status, without you saying so. The AI drafts; the rep decides.
Your book already exists — it’s just trapped in a spreadsheet. Upload it, and assisted column mapping turns your operator and contact lists into a working CRM: every DMC, tour operator and agent with its source market, size, specialisations and contacts intact. No retyping, no starting from zero.
Start each day on the needs-attention screen: overdue follow-ups, rates about to expire, signed operators gone quiet, requests waiting from your clients. Log calls, meetings, trainings and FAMs as you go, tagged to the clients they serve. Statuses move when you move them; STOdesk flags, it never guesses.
When month-end comes, the report is already written — it’s the activity you’ve been logging, shaped into exactly what each property is allowed to see, and nothing more. Preview it, add commentary, publish. A snapshot lands in the client’s portal as a clean, frozen record of the month.
Prepared by your trade representative · illustrative example
Every plan includes the full CRM, the client portal your properties log into, spreadsheet import to bring your book across, and published monthly reports. The tiers simply scale with your team. Prices in USD; rand figures are rounded equivalents.
For the independent rep running their portfolio solo.
For the established agency whose own brand is part of what its hotels are paying for.
For agencies where the owner manages reps as well as relationships.
Your hotel clients subscribe directly with STOdesk for live access: live pipeline, operator statuses and rates, a reservations-ready contacts & STO export, and their newsletter list. When you invite a property, their first month of live access is simply on — no card, no payment step anywhere in the invite. If they don’t subscribe, nothing breaks: published reports and focus requests stay free, forever.
No one but you. Every agency on STOdesk is a fully isolated tenant with its own private operator database — your operators, contacts, rates and pipeline are never shared, matched or benchmarked against another agency’s, even anonymised. We know reps compete for the same hotels and work the same DMCs; that wall is the foundation of the product, not a setting. Personal data is handled to POPIA standards, and you can export your full book cleanly at any time. It stays yours.
Only their own slice. A property logs in and sees the operators being worked for them — statuses, rates, activity, their reservations contacts and STO list, their newsletter list — and nothing belonging to any other property on your book, even where those properties compete. Your cross-client operator view stays rep-only. And reports go out on your say-so: publishing creates a frozen snapshot, so the numbers a client sees are the ones you signed off.
No. Every property gets a free login, forever: your published monthly reports plus the ability to send you focus requests. That replaces the emailed PDF and never costs them a cent — your service to them works regardless. The live portal — live pipeline, operator statuses and rates, exportable contacts and STO list — is their optional upgrade at $29/month (R549), billed to them directly, not to you. When you invite a property, live access is simply on for their first month, free, no card. After that, it’s their call.
That’s exactly who STOdesk is built for. Upload your existing operator and contact spreadsheets and we walk you through matching your columns to ours — assisted mapping, not retyping. Import is included on every tier and works from day one of your trial, so your first week is spent working operators, not doing data entry. Your tabs become a filterable operator book with per-property statuses and rates; the hand-built monthly report comes free on top.
You leave with everything. Export your full book — operators, contacts, rates, activity history — cleanly, before or after you cancel. Any of your hotels paying for live portal access have their billing paused automatically the moment your data stops updating, so a client of yours never pays for a feed that’s gone still — and their published reports stay available to them. Billing is monthly with no lock-in. We’d rather earn the renewal than make leaving hard.
The proof of your work already exists — it’s in your calls, your trade-show follow-ups, your FAM trips, your rate renewals. STOdesk turns what you log into the report your clients receive.
Start your free monthFirst month free · $49/mo (R899) after · no lock-in, leave with everything