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COWORKING CRM SOLUTIONS

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WHAT DOES YOUR COWORKING AND FLEXIBLE WORKSPACE BUSINESS LOOK LIKE?

Running a coworking or flexible workspace presents unique challenges. Operators face issues such as managing diverse membership plans, optimizing space and scaling operations across multiple locations. Tasks like handling inquiries, booking tours, and onboarding new members can quickly become overwhelming without proper systems.

Repetitive sales and marketing tasks, such as lead follow-up, booking tours and membership renewals can be manual and inefficient. Slowing member acquisition and reducing visibility into the pipeline. Operationally, scattered data across platforms increases errors and wastes time on manual entry, while managing contracts, billing, and access control becomes tedious without integrated systems.

By adopting automation technology tailored to coworking spaces, operators can streamline these processes. Improving member experiences and freeing up time for strategic growth initiatives. 

Common CRM problems for Coworking and Flexible Workspace Companies

(Problems we know how to solve)

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Poor Onboarding

Member onboarding should feel smooth and welcoming, but without a standardised process, new members often feel lost. The handoff from sales to operations is clunky, and key details get missed.

Excited members arrive but don’t know how to access the building, connect to Wi-Fi, or where to find the front of house team. They’re unsure how to join Slack, use the printer, or ask for help.

These basics help members feel part of the space from day one—but without a consistent system, they’re often overlooked. Internally, the team scrambles to cover the gaps, and what should be a warm welcome turns into a confusing start.


Man at Desk

Costly Administration

Managing tours, new member onboarding and billing adjustments manually is eating into your team’s day and your bottom line.

Without automated workflows and communication, even simple changes become a headache. Your team is bogged down in repetitive admin, slowing down response times and affecting the member experience.

If this isn't enough, there's also office renewals to think about too.

Man at desk

Sales Inefficiencies

Your sales team is capable, but without the right systems, they struggle to convert leads.

Opportunities come from walk-ins, referrals and your website. But without a streamlined process, converting them is difficult. CRM data is incomplete, updates get missed, and follow-ups fall through the cracks.

Leads go cold without timely contact. There’s little visibility into what’s working, and too much time is spent chasing information instead of closing deals. As a result, opportunities are lost and growth slows.

WHERE DO WE START 

A powerful CRM is essential for coworking and flexible workspace providers looking to simplify their operations and enhance the member experience. Rather than adding complexity, your CRM should streamline how you manage sales, onboard members, and deliver services.

We begin by analysing your workspace offerings and member management process. Who are you serving—freelancers, remote workers or large teams? Do you attract members through content marketing, direct outreach, or partnerships? Understanding how you acquire and engage your members allows us to create a CRM strategy that aligns with your specific needs.

Next, we examine your current technology ecosystem. Is your CRM truly supporting your business growth, or are disconnected systems causing bottlenecks? We’ll assess if your sales, marketing, and operational tools are working together or if data silos are slowing you down. Our mission is to ensure your tech stack is integrated, efficient, and capable of scaling your flexible workspace.

Emilie-Lashmar-and-Lindsey-Pickles-Bright-Dials-Case-Study
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HOW WE DESIGN A CRM STRATEGY FOR COWORKING SPACES

Once we understand your member management workflows, we design a CRM strategy that automates lead conversion, enhances member onboarding, and optimizes service delivery—without losing the personal touch. How do you attract new members and encourage renewals or upgrades? Does your current tech stack need integrations for billing, contract management, or member support systems?

We map out how data flows across sales, marketing, member services, and operations, ensuring a smooth experience from the first inquiry to the moment a member leaves your space. If your CRM requires custom fields for member accounts, booking systems, or compliance tracking, we create tailored solutions that grow with your coworking business and support long-term success.

HOW DO WE BUILD YOUR COWORKING SOLUTION

With a clear roadmap in place, we implement, integrate, and optimize your CRM, ensuring a smooth transition with thorough testing, training, and ongoing support. Whether you're upgrading from legacy systems, streamlining automation, or eliminating manual processes, we help you create an efficient, compliant, and growth-ready coworking business.

Our expertise ensures seamless data migration, improved reporting, and workflows designed specifically for coworking operations. From member sign-ups to billing and renewals, we tailor your CRM to fit your unique business needs. Additionally, we provide continuous support to help you drive CRM adoption, boost member engagement, and foster long-term growth in your flexible workspace.

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If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.

Read the Case Study

Emilie Lashmar

Emilie Lashmar

Creative Director, PLATF9RM
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Bright Dials helped clarify and educate us on the processes we needed to do. Their attention to detail and approach to working with our other suppliers was invaluable. We would have no hesitation in recommending Bright Dials to anyone.

Alison Tidball

Alison Tidball

Operations Director, TNM Coaching
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Our project had a lot of interdependencies which made this very complicated. Bright Dials made sure the project was well scoped and managed, making the project work smoothly.

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Rosie Ashman

Rosie Ashman

Digital Marketing Manager, Plus X Innovation
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I turned to Bright Dials for recommendation and support in our period of transformation for our training business. Their fast grasp of the situation, supportive, down to earth approach and spot on recommendations meant we had a great solution in place within 3 months

Jan Burgess

Jan Burgess

Founder, SOL Design Collective
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The level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.

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Alex Carlton

Alex Carlton

Founder, STRYYK
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Samaritans commissioned Bright Dials to select and implement a CRM system. Bright Dials worked with us to identify the requirements, prepared the project plan for implementation. Leading the team through design, data preparation, testing and go-live. It was great to have their CRM expertise on board and the cool head that came with it.

David Alcock

David Alcock

Project Manager, Samaritans
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Bright Dials has become an extended part of the Rickshaw team and has since been providing ongoing training, guidance and support with our campaign planning, which has really helped empowered us.

Hannah Hesford

Hannah Hesford

Communications & PR Manager, Rickshaw Travel
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Working with Bright Dials has been an absolute pleasure, from introduction through to wrap-up. The care and attention towards us as a brand, and as people, has been nothing short of exceptional.

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Tom Glover STRYYK

Tom Glover

Digital Marketing Manager, Plus X Innovation
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Since launching in April 2021, our TEAM has saved 784 hours in billable time, giving us a 580% return on our investment. Needless to say I'm delighted with the results.

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Paul Feist

Paul Feist

Managing Director, Plus Accounting
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Our CRM systems have hugely improved since 2022; something we could not do ourselves.

It’s been great working with Bright Dials.

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Rosie Ashman

Rosie Ashman

Digital Marketing Manager, Plus X Innovation
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Bright Dials has been a massive help to us at Rickshaw Travel. With a restricted CRM system, we knew the potential of our email marketing efforts, but felt limited with what we could do with our data. Being able to outsource our data clean and CRM restructure has provided significantly more options when targeting our campaigns.

Hannah Hesford

Hannah Hesford

Communications & PR Manager, Rickshaw Travel
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We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.

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Emilie Lashmar

Emilie Lashmar

Creative Director, PLATF9RM
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You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.

Dan Collier

Dan Collier

Marketing Manager, Filmstro
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Working with Bright Dials has highlighted the huge importance of marketing automation. The time and effort of setting this up properly far outweighs the longer-term time and effort of doing this manually. I only wish we had done it sooner!

Chris Young

Chris Young

Chief Technical Officer, Filmstro
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It isn’t just about the software, we knew your service would be above and beyond the usual provider.

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Victoria King

Victoria King

Marketing Manager, Plus Accounting

NEED A CRM AUDIT FOR YOUR COWORKING BUSINESS?

  • Identify Data Gaps – A CRM audit shows how to connect sales, course registrations, and delegate data, ensuring seamless reporting and better decision-making.
  • Optimize Processes – The audit uncovers ways to automate manual tasks like registrations, cancellations, and refunds, improving efficiency and reducing admin costs.
  • Improve Team Coordination – It highlights how to integrate systems and streamline communication between training, sales, and support teams for smoother operations.
  • Enhance Onboarding – The audit reveals bottlenecks in onboarding staff, course leaders, and delegates, helping reduce time and costs while improving the experience.
  • Improve Communication – It identifies gaps in automated messaging to ensure delegates receive timely updates and improve customer satisfaction throughout the learning journey.

WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH BECAUSE EVERY BUSINESS IS DIFFERENT.