With Coworks, you get a built-in CRM to help you stay in contact with potential members.
We store Leads and Contacts in your CRM.
Leads are people who have directly expressed interest in joining your coworking space as a member. We let you know how the lead found your space using the below labels.
There are 5 places a person can fill out a form that will automatically put them in your Leads tab:
Tour Request Form: When a person completes this form on your website, their contact info will be automatically stored in the Leads tab with the "Tour From" label.
Find the link for the Tour Request Form here so you can put it on your website and start capturing tour leads: https://dashboard.coworksapp.com/community/website
Membership Request Form: When a person completes this form on your website, their contact info will be automatically stored in the Leads tab with the "Membership Form" label.
Find the link for the Membership Request Form here so you can put it on your website and start capturing membership leads: https://dashboard.coworksapp.com/community/website
Frontdesk Tour Form: If you're already using the front desk tablet to check members in, guests can also use it to schedule a tour. When they complete the "Schedule a Tour" form, their contact info is automatically stored in the Leads tab with the "Frontdesk Tour Form" label.
Find info on setting up the Frontdesk tablet here so you can start capturing tour request leads: https://help.coworksapp.com/en/articles/3324083-how-do-i-set-up-the-conference-room-and-front-desk-tablets
Dashboard: You can also manually input new leads from the CRM tab. When you manually add a new lead from the dashboard, the new lead will have the "Dashboard" label in the CRM.
Click here to manually add a new lead: https://dashboard.coworksapp.com/crm/leads/add
Event RSVP: When a non-member registers for an event using the External Event Link, they have the option to click the box letting you know they are interested in becoming a member. Their contact info will be automatically stored in the Leads tab with the "Event RSVP" label.
When you create an Event in Coworks, you can now create a link to share on your website or in your newsletter. Find the External Event Link here when you are adding a new event: https://dashboard.coworksapp.com/calendar/add-event
Or if the event has already been created, click on the event in your calendar and find the link here:
Coworks also stores information in your Contacts tab. These are people who have interacted with your space in some capacity but haven't yet directly expressed interest in becoming a member. We store this information because the more this person comes into your space and attends events, the more likely they will turn into a lead and then a paying member.
Day Pass: When a person purchases a day pass, their contact info will be automatically stored in the Contacts tab with the "Day Pass" label. If the person seems like a good lead for your space and has expressed interest in joining, you can manually mark them as a lead which moves them from the Contacts tab to the Leads tab.
Find the link for the Day Pass Form here so you can put it on your website and start capturing contacts (and soon-to-be leads!) from day pass purchases: https://dev.coworksapp.com/community/website
External Booking: When a non-member purchases an external booking in one of your conference rooms, their contact info will be automatically stored in the Contacts tab with the "External Booking" label. If the person seems like a good lead for your space and has expressed interest in joining, you can manually mark them as a lead which moves them from the Contacts tab to the Leads tab.
You can learn more about setting up external bookings here: https://help.coworksapp.com/en/articles/4554002-how-to-use-the-external-bookings-feature
Invoice: When a non-member pays a one-off invoice, their contact info will be automatically stored in the Contacts tab with the "Invoice" label. If the person seems like a good lead for your space and has expressed interest in joining, you can manually mark them as a lead which moves them from the Contacts tab to the Leads tab.
Here is an article explaining how to create a one-off invoice: https://help.coworksapp.com/en/articles/3324100-how-do-i-create-a-one-time-invoice-or-charge
If you have any questions about the CRM, send us a message in the chatbox on the bottom right-hand corner of your screen. Happy Coworking!