Manage your customer relations from lead to member
CRM for Coworking Spaces
Automate CRM functionality
Use Optix as your single source of truth. Create automations to manage member communications, update account types, and more directly in Optix.
Optimize your sales process
Organize your members into leads, active, or inactive based on where they are in the customer journey.
- Create a more efficient sales process
- Onboard new clients and collect key data points
- Engage users with exclusive offers and promos
"People spend millions of dollars building custom platforms and never get to the quality level that we're at now with Optix.
Collect member information
Collect information on your members during onboarding and beyond, from birthday to preferred adult beverage.
Segment members based on these insights to create a more personalized and relevant user experience.
Collaborate better with notes
Add any information that you need to a member’s profile and make it visible to your internal team.
Use these notes to keep track of members and provide a tailored experience that feels personable and delightful.
Integrate your favorite CRM system
Extend Optix CRM capabilities through one of our integration partners. Share data directly from Optix to your CRM system for better visibility across platforms.
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Manage your coworking customer relations
Collect more information about your members
Custom onboarding flow
Collect custom information from members during onboarding
Push notifications
Send notifications directly to members’ mobile devices
Lead management
See all leads at a glance in your dashboard
Custom Properties
Set up Custom Properties to better understand your members
Filter information
Filter information on your members, from favorite drink to occupation
Add notes
Leave notes on members files to easily share internally
Bring your tech stack together
Integrate with your favorite marketing tools for a unified tech stack
FAQ
A coworking CRM (Customer Relationship Management) is designed to help coworking spaces manage member relationships, track interactions, and optimize the customer experience by making it easier to manage member engagement and satisfaction.
CRM capabilities in your coworking software can enable coworking spaces to track member preferences and interactions fostering personalized communication and service. This in turn enhances member satisfaction and loyalty.
Retention slips where follow-up is manual and gets missed. Optix triggers onboarding, renewal reminders and win-back messages from real member activity rather than from somebody remembering, so contact continues at the points where members quietly disengage before a renewal falls due.
Optix tracks an enquiry from first contact through tour to signed member, then keeps the same record through renewals. Because the coworking CRM sits alongside billing and bookings, a tour follow-up or a renewal reminder can be triggered automatically rather than run from a separate tool.
Optix keeps enquiries, booked tours and follow-up in the same place as the plans people eventually buy, so nothing is lost between a tour and a signature. Follow-up runs automatically, and the record becomes the member account rather than being retyped.
In Optix the CRM record and the member account are the same record, so booking activity, plan changes and payment history sit beside the sales history. Automations read that activity, which lets a retention prompt fire on real behaviour rather than on a calendar date.
