Every enquiry in one place
Website form enquiries, chat conversations from your website and visit bookings land in Coworking OS as leads, with the space and budget they asked about. Leads from a call or WhatsApp are added in a few taps.
Stages that match how cabins are sold
A lead moves through new, proposal sent, accepted, deposit received and onboarded. You can see at a glance what is waiting on you and what is waiting on the client.
Proposals they accept from their phone
Send a proposal as a link with the cabin, seats, rent and deposit. The client opens it on their phone and accepts it. You see when it was sent, viewed, accepted or expired, and proposals with no response are flagged for follow-up.
Straight into the agreement
An accepted proposal becomes a leave-and-licence agreement drafted from your template. The client reviews it, and both sides sign online. See leave-and-licence agreements with e-sign.
Built in, not bolted on
The pipeline shares one record with members, cabins and rent, so a signed lead becomes a member with their cabin and deposit already filled in. It is not connected to outside CRMs.
Where do leads come from?
Your website enquiry form and chat bubble, visit bookings, and leads you add yourself from a call or WhatsApp. Each one lands in the same pipeline.
What stages does a lead go through?
New, proposal sent, accepted, deposit received and onboarded. Proposals with no response are flagged for follow-up.
Can a client accept a proposal from their phone?
Yes. You send the proposal as a link, and they review and accept it on their phone.
Does it connect to Salesforce or HubSpot?
No. Coworking OS has its own pipeline built for coworking. Connections to outside CRMs are not available.