Introduction of CRM in the Co-working of the United States
The task
Implement the CRM system for the management of coworking, which would simplify the work of administrators and help managers quickly obtain statistics on the work of coworking as a whole.The client used the Excel table placed in the DropBox storage.This file contains the following information:
- the client base, provided that the administrator does not forget to enter the client;
Information on the payment of the abonnements;
- information about the arms of various local coworking;
The difficulty was that the administrators had the ability to delete records, which caused problems when serving the client, as well as when making the report.There was no understanding of how many free places there are at that or another interval of time.It has been set up a control system for Spacepass.We had to find another vendor that would close the customer's needs.And that we succeeded.Spacepass.pro is a cloud system for automation of all major operating and part management processes in the co-working, namely:
- the management of the base of residents (both natural persons and organizations);
Resource management;
Order and booked;
The system also provides:
- online calendars of booking negotiating rooms, conference rooms and offices;
- Constructor of tariff plans and discounts;
Plans of space;
Infographics and Analysis of the Network of Spaces
Now the system allows you to see the main indicators on the dashboard, namely:
The brown
Customer migration between tariffs
orders
Selling the tariffs
Schedule: New Users
The last orders
Load of spaces
The upcoming tariffs
The Birthday of the Customer
The system allows you to quickly make the sale, book the negotiation or add the client/organization with the help of the buttons, which makes it possible to quickly and conveniently serve the customers.
Implement the CRM system for the management of coworking, which would simplify the work of administrators and help managers quickly obtain statistics on the work of coworking as a whole.The client used the Excel table placed in the DropBox storage.This file contains the following information:
- the client base, provided that the administrator does not forget to enter the client;
Information on the payment of the abonnements;
- information about the arms of various local coworking;
The difficulty was that the administrators had the ability to delete records, which caused problems when serving the client, as well as when making the report.There was no understanding of how many free places there are at that or another interval of time.It has been set up a control system for Spacepass.We had to find another vendor that would close the customer's needs.And that we succeeded.Spacepass.pro is a cloud system for automation of all major operating and part management processes in the co-working, namely:
- the management of the base of residents (both natural persons and organizations);
Resource management;
Order and booked;
The system also provides:
- online calendars of booking negotiating rooms, conference rooms and offices;
- Constructor of tariff plans and discounts;
Plans of space;
Infographics and Analysis of the Network of Spaces
Now the system allows you to see the main indicators on the dashboard, namely:
The brown
Customer migration between tariffs
orders
Selling the tariffs
Schedule: New Users
The last orders
Load of spaces
The upcoming tariffs
The Birthday of the Customer
The system allows you to quickly make the sale, book the negotiation or add the client/organization with the help of the buttons, which makes it possible to quickly and conveniently serve the customers.