Coworking software

Customer Lifecycle Management

Manage relationships from lead to revenue, remove friction in your customer journey and improve client retention with advanced customer lifecycle management software.
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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:

  • See a list of all leads and easily convert them to customers.
  • Create custom opportunity pipelines to track your sales progress.
  • See pipeline revenue added on top of forecasted revenue.
  • Sync with Hubspot and other CRM’s
client lifecycle management

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.
  • Click-through to the company’s location on the floor plan.
client lifecycle management

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.
coworking customer lifecycle management platform

Automate Access with Door Access Integrations

Advanced client lifecycle management platform allows you to streamline door access for members and simplify the onboarding process for your staff.

  • Sync members to access groups based on membership plans
  • Use OfficeRnD Member Mobile Access to open doors
  • Automatically remove access once membership is terminated
  • Access for meeting rooms on the hour
coworking customer lifecycle management platform

Welcome Guests with OfficeRnD Reception

A white-label 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

 

coworking and flex customer lifecycle management platform

Build a Connected Coworking Community 

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

  • 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 or use OfficeRnD’s integration with Slack to allow members to start a chat with 1 click.
  • Create events with ease and allow members to RSVP to measure interest. Use OfficeRnD’s integration with Zapier to automatically push events you’ve created to multiple platforms such as Facebook and Eventbrite.
  • Showcase benefits and perks of you’ve secured for your community.
coworking and flex customer lifecycle management platform

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.
coworking and flex customer lifecycle management platform

Sell Plans and Products in an Online Shop

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

  • Create branded shop for your members to browse in the member portal
  • Sell recurring services and one-off products in your branded shop
  • Create additional revenue streams by charging occupiers in a digital marketplace
coworking and flex customer lifecycle management platform

Manage Food and Beverage Orders

Members can use the Marketplace to find and purchase their favorite food, drinks or services through the member portal or mobile app. Support complex catering orders in 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
coworking and flex customer lifecycle management platform

Don't take if from us

Screen Shot 2022-06-21 at 11.58.41 AM
Bret Briggs

Director Field Operations | Roam

OfficeRnD has definitely helped us scale best practices more efficiently across locations! The platform allows us to bring new staff and members in, rinse, wash, repeat, and grow. Scaling operations is just easy to do and certainly revenue has scaled too.
Join the thousands of companies that rely on OfficeRnD
to keep their offices running smoothly

FAQ

  • What is coworking customer lifecycle management software and how does it differ from a traditional 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.
  • Can a coworking CRM be integrated with other systems such as billing and marketing software?
    Yes, many coworking client lifecycle management systems can be integrated with other software such as billing and scheduling platforms. OfficeRnD Flex, for example, syncs with Hubspot (and other CRMs) for easier lead management. This allows for seamless data transfer and eliminates the need for manual data entry, saving time and increasing efficiency.
  • 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 space. OfficeRnD Flex allows you to build custom opportunity pipelines to monitor sales progress. Besides, by using it, you have full control over the design of your contracts, which helps in maintaining brand consistency.
  • 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, OfficeRnD Flex 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.
  • Is there a mobile app or mobile-friendly option for accessing OfficeRnD Flex on-the-go?
    Many customer lifecycle management systems including OfficeRnD Flex 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. For instance, you can use OfficeRnD Member Mobile Access to open doors. Besides, members can easily shop in the Marketplace and buy drinks, food, or services via a fast mobile app.

Ready to give us a try?

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

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