Features
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CRM

Nurture and delight leads and users directly within Optix.

Gather valuable data on your leads and users. Gain a better perspective on all opportunities at a glance. Create a personalized experience to engage and delight your coworking community.

CRM for coworking spaces | Optix coworking software

Optimize your sales process

Organize your users into leads, active, or inactive based on where they are in the client journey.

  • Create a more efficient sales process by following up with users in your funnel
  • Onboard new clients and collect key data points
  • Engage users with exclusive offers and promos
CRM for coworking spaces - Optix coworking software

Collect user information

Collect information on your users during onboarding and beyond, from birthday to preferred adult beverage. 

Segment your users based on these insights to create a more personalized and relevant user experience.

CRM for coworking spaces - Optix coworking software

Collaborate better with notes

Add any information that you need to a user’s profile and make it visible to your internal team.

Use these notes to keep track of your users and provide a tailored experience that feels personable and delightful.

CRM for coworking spaces - Optix coworking software

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.

Learn more about Optix CRM integrations →

CRM for coworking spaces - Optix coworking software

Your customers are your everything. Improve client engagement with customer management tools built directly into the Optix platform.

You can collect user information, manage your leads, and send personalized welcome emails directly from your admin dashboard. Do even more by utilizing a Zapier integration with the CRM of your choice.

Ready to get started?

Start your free demo today. No credit card required.