Members & Companies
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
Co-Working Spaces CRM CRM
Co-working CRM for desks, private offices, meeting rooms, members, monthly rent, access and support queries.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Desk / Office Bookings
Track this workflow with controlled records, ownership, status changes and reporting.
Meeting Room Calendar
Track this workflow with controlled records, ownership, status changes and reporting.
Monthly Rent & Notices
Track this workflow with controlled records, ownership, status changes and reporting.
Member Queries
Track this workflow with controlled records, ownership, status changes and reporting.
Access Passes
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.