Automations X CRM

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.

Learn more about Automations

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
Dustin from Highland City Club Coworking
"People spend millions of dollars building custom platforms and never get to the quality level that we're at now with Optix.
CRM for coworking spaces - Optix coworking software

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.

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 CRM integrations →

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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


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.

Learn how Optix can transform your business