The term CRM (Customer Relationship Management) is heard here and there. The system proved to be helpful for all sorts of businesses including coworking. The goal of this article is to provide you with all essential info about coworking space CRM, i.e.: what is it, why do you need it, how can you benefit from using it, etc. I am also going to feature some great systems, so it will be much easier to choose CRM software for coworking space.
In simple terms, the Customer Relationship Management (CRM) system is a technology for managing all your coworking business relationships and interactions with existing and potential customers. An awesome CRM platform helps you improve business relationships, stay connected to customers, streamline processes, and improve profitability.
Intelligence built into CRM system automates administrative tasks (data entry, lead or service case routing.)
Automatically generate insights for a better understanding of the customer and predicting their reactions to tailor marketing strategies.
Improve your bottom line (lead conversion, sales, customer happiness, revenue, etc.)
Focus on the right clients. Identify, add and categorize new leads quickly and easily, prioritize the opportunities to close deals, and nurture warm leads to turn them into hot.
Increase referral income from existing tenants. When you know customers better, you can reveal new cross-selling and upselling opportunities that will make members happier with your service.
Great customer support. Coworking space CRM helps to meet members' expectations in terms of fast personalized support. A manager has all records of customer's bookings, orders, and interactions, so they are always ready to address any issue or answer any question fast.
Improve the quality of your products and services. Coworking space CRM software compiles data from many sources. Analyzing it you can spot problems early, identify gaps, and improve your offers.
EngageBay CRM is a comprehensive marketing, sales, and customer support software aimed at small and medium businesses – eliminating the need for multiple tools. Here’s a list of EngageBay’s key features:
Omnichannel marketing across email, social media, phone, web, and SMS.
‘Social Suite’ helps manage all your social media accounts – Facebook, Twitter, Instagram, and LinkedIn – from a single window.
Multistep automation builder lets you automate both simple and complex workflows with ease.
Deal pipelines, proposals, quotes, and appointment scheduling streamlines the sales process.
EngageBay is one of the most affordable CRM solutions in the market.
Salesforce is one of the world’s most trusted customer relationship management platform. It helps your workspace marketing and sales teams work as one from anywhere making customers happy. Here is what you can do with Salesforce:
Engage customers with relevant, empathetic digital marketing from anywhere.
Sell smarter and grow your business faster from anywhere.
Quickly launch and scale ecommerce built around your customer — from anywhere.
Provide great customer service from anywhere.
Go digital fast and empower your teams to work from anywhere.
Copper is a CRM developed for G Suite, which means the technology seamlessly integrates with every G Suite app. This lets you manage all your contacts, deals, emails, files, and more in one place (right from your Gmail inbox).
Here are the major benefits of Copper CRM:
Your whole team will be in the loop about every touchpoint for any prospect, customer, interaction, and deal.
With custom pipelines and dashboards, you’ll always know the numbers you have to hit and how to get there.
No need to manually add contact details and other little tasks that waste huge amounts of time.
Summarizing everything said above, a coworking CRM tool is a central location to store existing and prospective customer's contact details and essential info, identify sales opportunities, record service issues, and manage marketing campaigns. Besides, Coworking space CRM makes valuable information about every member's interaction available to managers and staff any time they need it.
When data is visible and easy to access, it's much easier to join team efforts and increase productivity. Every coworking space employee can see previous communication style with the customers, their purchase history, their latest deals, payments, and more. CRM can help coworking centers of all sizes drive business growth. It is an absolute must for small coworking spaces that have to find ways of doing more with fewer resources.
Choosing a CRM for coworking space is serious, you don't need just some default tool an all-inclusive coworking software provider imposes. Pick the best solutions on the market and if your coworking space management app can't adjust, migrate to a more flexible solution.
Need more answers to the IT questions of your coworking space? Schedule a demo call with us, let's pump up your coworking technology.