top of page

Wellness Xperience Platform

Logo of sante

+1 000 000 000

  • White Facebook Icon
  • White Twitter Icon
  • White YouTube Icon
  • White Instagram Icon
clipart of a food ordering app

Manage Food and Beverage Orders

Members can find and purchase their favorite food, drinks or services through the member portal or mobile app. Support complex catering both the Member and Admin portals.

Easily add food orders onto an existing meeting room booking

Detailed checkout page and Summary after each order

Generate itemized order summaries for partners

Buy food items to personal instead of company account

Order modifiers, so your members can make selections on toppings

Manage relationships from lead to revenue, remove friction in your customer journey and

improve client retention with advanced customer lifecycle management software.

Customer Lifecycle Management

it is a picture of 3 individuals and their identity
it is a clipart of company members working n a project

Manage Leads and Opportunities

Manage the sales process from lead to revenue and keep track of your prospects progress in the space. Our customer lifecycle management software allows you to:   

Create custom opportunity pipelines to track your sales progress.

See pipeline revenue added on top of forecasted revenue integrated with CRM solution

it is a clipart of company members checking the reports of the company

Keep Track of Companies and Members

Quick and easy access to member and company details so you can charge memberships, one-offs, and more. 

Create and Manage coworking memberships related to a service or any physical resource.

Easily filter new movers and companies/members scheduled to leave within a given month.

Run reports on memberships including average length stay, churn, and more.

Get a quick view of a company’s balance and invoice statuses.

Access company related documents and contracts. 

it is a clipart of a lease agreement

Automate the Contract Process with Prospects​

Give your members the freedom to choose from a large selection of pre-made contracts – and save yourself effort by automating contract management.​

Customize the layout of your contract to ensure the consistency of your brand experience

Automated eSign lets your prospects easily receive and sign your branded contracts

Set rules and approval workflows that apply to all contracts or kick-in under specific conditions such as the amount of a discount, stepped deals, rolling contracts and more

Manage and report on the complete lifecycle of your contracts. See the history of an account and which agreements are new, renewed, pending or terminated.

Welcome Guests at the Reception

A tablet app that fully automates and streamlines the member check-in and visitor management process.

Collect visitor and member information on entry

Notify members when their guests arrive for a meeting

See a list of all guests for the day and run guest reports.

Seamlessly accept deliveries and notify members

picture a visitor filling the form on a tablet app at the reception
it is a clipart in which employees e checking the customer request form

Manage Customer Requests with Issues Tracking

Members can easily submit tickets to the member app and  operators can respond accordingly. 

Enable members to submit issue request on the go.

Track open and resolved issues.

Assign issues to different team members.

clipart of 3 individuals working

Build a Connected Coworking Community 

Use dashboards that expose timeline posts, show what’s new and upcoming today and highlight upcoming events (RSVP included).

Enable real-time collaboration with in-app messages to allow members to start a chat with 1 click.

Create events with ease and allow members to RSVP to measure interest. 

Showcase benefits and perks you’ve secured for your community.

Nurture Relationships With Online Collaboration and promote community events and benefits.

picture of a mini shopping cart on a laptop keyboard

Sell Plans and Products in an Online Shop

Offer additional plans and products through a digital storefront in your members portal. 

Create online shop for your members to browse in the member portal

Sell recurring services and one-off products in your shop

Create additional revenue streams by charging occupiers in a digital marketplace

FAQ

What is coworking customer lifecycle management software and how does it differ from a traditditional CRM system? A coworking client lifecycle management software is specifically designed to help manage member interactions and relationships for coworking spaces. It typically includes features such as member and visitor management, billing and invoicing, and communication tools, as well as analytics and reporting. A traditional CRM system is designed for a wide range of businesses and may not have all the features specific to coworking and flex spaces.

Are there any customizable options for a coworking client lifecycle management platform to suit the unique needs of my coworking space? Yes, many coworking CRM systems offer customizable options such as the ability to add custom fields, create custom reports, and adapt the system to the specific workflow of the coworking space. This allows for flexibility in how the software is used and the ability to tailor it to the unique needs of the flex or coworking spaces. Besides, by using it, you have full control over the design of your contracts, which helps in maintaining brand consistency.

Is there a mobile app or mobile-friendly option for accessing on-the-go? Many customer lifecycle management systems offer a mobile app or mobile-friendly web version, which allows managers and staff to access and update member information, check-in members, and manage other tasks on-the-go. Besides, members can easily shop in the Marketplace and buy drinks, food, or services via a fast mobile app.

Is the coworking CRM integrated with other systems such as billing and marketing software? Yes, coworking client lifecycle management systems is integrated with other software such as billing and scheduling DXP360 platform apps.

How does a client lifecycle management system help manage member interactions and relationships within coworking and flex spaces? A coworking CRM provides tools to manage and organize member and guest information, track member interactions and communication, and automate follow-up and engagement. Being a full-fledged client lifecycle management platform, it provides options for smooth contract automation with potential prospects, selling plans and products in an online shop, and many others. It also allows coworking space managers to see a complete picture of their members' history, status, and activities, and easily identify the key contacts of the organization. All these features help in building a connected coworking community.

Ready to give us a try?

We’d love to show you how we can help you reduce administrative tasks and stay on top of key business metrics.

Book a Demo
See Pricing
bottom of page