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.
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
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.
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.
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.
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.
