Coworking CRM & Sales Pipeline
From first enquiry to signed deal — track every lead, every opportunity, every rep, in one pipeline built for flexible workspace operators.
Generic CRMs weren't built for coworking. FlexiAres was. Capture leads from web enquiries or manual entry, promote qualified leads into tracked opportunities, and watch your funnel move — with real-time updates the moment a deal changes status. Built for reps who sell, and managers who need visibility across every location.
What this module does
Capture leads from web enquiries or manual entry, promote qualified leads into tracked opportunities, and watch your funnel move — with real-time updates the moment a deal changes status. Built for reps who sell, and managers who need visibility across every location.
Key capabilities
Public enquiry capture
Website leads flow straight into the CRM for your team to review and action.
Source tracking
Know which channel is driving pipeline — not just how much.
Real-time updates
Teams are notified the moment a lead changes — no refreshing, no missed hand-offs.
Visual funnel view
See opportunities at each stage, filterable by date range and deal status.
Deal value tracking
Expected revenue on every opportunity so forecasting isn't a guessing game.
Sales dashboard
Open opportunities, stale deals, proposals, and expected value in one live screen.
Manager pipeline view
Cross-rep visibility across locations with escalations surfaced automatically.
Budget vs actual
Set revenue and occupancy targets per location, then track performance in real time.
Multi-location aware
Every dashboard, filter, and report is location-scoped from the ground up.
Capture every lead, from every source
Whether a prospect books a tour from your website or a rep logs a walk-in enquiry, every lead lands in one place — tagged by source, service interest, and status. No enquiry falls through the cracks between your website and your sales team.
- Public enquiry capture — leads submitted from your website flow straight into the CRM
- Source tracking — know exactly which channel is driving pipeline, not just how much
- Real-time updates — the moment a lead is updated, your team is notified instantly — no refreshing, no missed hand-offs
Turn qualified leads into tracked opportunities
Not every enquiry is ready to buy. FlexiAres separates the two stages deliberately: leads for what's still being qualified, opportunities for what's actively being worked. Promote a lead the moment it's ready, and track it through your funnel with full visibility on deal value and stage. For lead scoring and next-step recommendations, see the full AI Capabilities page for detail.
- Visual funnel view — see exactly how many opportunities sit at each stage, filterable by date range and deal status
- Deal value tracking — expected revenue attached to every opportunity, so forecasting isn't a guessing game
- Won / lost tracking — every closed deal is recorded, keeping your funnel data clean and your reporting accurate
A sales dashboard reps actually want to open
Your reps shouldn't need a spreadsheet to know how they're doing. The Sales Dashboard shows open opportunities, stale deals that need attention, active proposals, and expected deal value — all scoped to their own pipeline, updated live. For the broader reporting suite — including sales performance and incentives — see the full Operator Admin Dashboard.
- Personal KPI view — open opportunities, proposals, and expected revenue in one screen
- Proposal + invoice visibility — see linked invoice due dates without switching modules
- Stale-deal flags — surfaces opportunities that have gone quiet, before they go cold
Cross-location visibility for sales managers
Managing one rep's pipeline is easy. Managing a team across multiple locations isn't — unless your CRM is built for it. Sales Managers get a dashboard that spans every rep, every location, with escalations and occupancy data layered in. For operators running a portfolio, see Multi-Location Operators.
- Cross-rep pipeline view — see any rep's funnel without switching accounts
- Seat occupancy by location — sales performance next to real occupancy data, not in a separate tool
- Escalation tracking — deals that need manager intervention are surfaced automatically
- Budget vs. actual reporting — set revenue and occupancy targets per location, then track performance against them in real time
Built for multi-location operators
Every dashboard, filter, and report in the CRM is location-aware from the ground up. Whether you're running one site or twenty, the same pipeline logic scales — reps see their own patch, managers see everything.
Frequently asked questions
Can leads submitted from my website go straight into the CRM?
Yes. External enquiries submitted through your website are captured automatically and appear in the CRM for your team to review and action.
What's the difference between a lead and an opportunity in FlexiAres?
A lead is an enquiry still being qualified. Once it's ready to be actively pursued, it's promoted to an opportunity, which is tracked through your sales funnel with a deal value and status.
Can I see my team's sales pipeline as a manager?
Yes. Sales Managers get a cross-rep dashboard showing every rep's pipeline, seat occupancy by location, escalations, and budget performance — without needing to log in as each rep individually.
Does the CRM track revenue targets against actual performance?
Yes. Set budget targets per location and period, and the Budget & Occupancy Report compares actuals against those targets automatically.
Do I get notified when a lead is updated?
Yes. Lead updates trigger a real-time notification, so your team knows immediately when something changes — no manual refreshing required.
Is the CRM built for operators with multiple locations?
Yes. Every pipeline view, occupancy figure, and budget report is scoped by location, so multi-site operators get accurate, site-by-site visibility alongside a portfolio-wide view.
Works best with
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Next step
See your entire sales pipeline in one place
From first enquiry to signed deal — built for how coworking sales actually works.