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