Lead-to-cash
Fill space faster.
A CRM built for flex moves every lead from enquiry to signed in one pipeline — with proposals, contracts and the first invoice generated for you.
Lead-to-cash
From lead to cash, automatically.
Operate is the management platform for flex — CRM, contracts, billing, invoicing, payments and reporting in one system. Win the deal, bill it accurately, get paid faster, renew on time. And now you can just describe what you need doing: Operate turns asks into real, validated actions.
Win it. Bill it. Bank it.
Billing that runs itself.
Charges, contracts and complex billing models flow straight into accurate invoices — issued, sent and chased automatically. No spreadsheets, no missed charges.
Cash in days, not weeks.
Faster invoicing and automated collections pull cash forward — so revenue lands in days, and finance closes the month in hours.
Revenue leaks in the gaps.
A missed charge, a late invoice, a renewal that slipped. Manual admin between systems is where margin quietly disappears. Operate runs lead-to-cash as one flow — so nothing falls through.
Describe the job. Operate does it.
Operate's agents turn your requests into real actions — through the product's own authorised path, checked before anything commits. It isn't a chat window bolted on the side; it's a faster way to drive the system you already use.
Validated actions
It checks the work before anything commits.
Ask for a bill run and Operate runs the full pre-bill checklist first — draft invoices still open, accounts with no delivery method, unbilled charges, unexpected end dates — and flags every one before you finalise.
Bill Run
Set up a bill run by describing it — location, period, what to include. Operate runs the pre-bill checks and flags anything that needs sorting before you finalise.
“Set up a bill run for rent this month for Location Demo”
Workflows
Build a workflow from a sentence. Operate creates it in Settings through the same validated path you would use by hand.
“When an Account is created, add a task ‘Welcome call’”
Answers
Ask anything about how Operate works and get a plain-English answer with the relevant help article attached. No ticket, no waiting.
“How do I add a discount?”
Five stages. One system. No re-keying.
Sell
Leads, opportunities and tours in one pipeline built for flex, including leads distributed from brokers and listing sites. Availability and pricing come from your own inventory, so a proposal reflects what’s actually free.
Sign
Licences generated from templates — fixed, rolling, or fixed-then-rolling — signed electronically, with counter-signing where you need it. The signed licence triggers everything downstream.
Bill
Charges, usage and contract terms become accurate invoices. Bill runs across a location or the whole portfolio, multi-currency and multi-entity, credit notes, and charges imported from outside systems.
Collect
Card payments and direct debits, reconciled against invoices automatically. Aged debtor reporting shows what’s outstanding and how old it is, without anyone building a spreadsheet.
Renew
Renewal dates, upsell opportunities and churn risk surfaced early, so a term doesn’t lapse before anyone notices.
Lead-to-cash, in one place.
Operate is a powerful flex management platform built to manage the entire lead-to-cash journey — from enquiries and contracts to billing, payments and reporting — in one connected system.
CapabilitiesWhat it doesIncluded?
AI Hub
Describe what you need and Operate does it — bill runs set up from a sentence, workflows built from a description, questions answered on the spot. Ask Operate sits in the top bar wherever you’re working, and every request runs through the product’s own authorised path, checked before anything commits.
Sales & CRM
Leads, opportunities and tours with a dashboard per stage. Multichannel lead distribution, including broker and listing-site feeds. Member accounts, contacts and licences in one record, with automated tour confirmations and follow-ups.
Space & inventory
Products, services and locations across every site. A self-service catalogue members buy from, on-demand rates for short-term availability, and recurring bookings.
Licences & contracts
Unlimited templates — fixed, rolling, or fixed-then-rolling. Electronic signature, counter-signers, and agreements generated from the deal rather than retyped into it.
Charges & invoicing
Charge records created, imported or generated from usage. Invoices and credit notes. Monthly bill runs for batch billing. Multi-currency and multi-entity throughout.
Payments & collections
Card payments, direct debit setup, automated collection, payment reconciliation, and aged debtor reporting.
Member portal
A white-label portal where members book desks and rooms, buy services, pay invoices and see what they’ve used. Your brand, not ours.
Front desk & point of sale
Create an account in real time, add a service on the fly, adjust pricing at the counter, and have the charge sheet generate itself.
Calendar & bookings
Bookings across every location in one view — rooms, desks and services, with the commercial terms attached.
Tasks
Staff tasks assigned, tracked and notified, so the human half of the workflow doesn’t live in someone’s inbox.
Workflow automation
Lead distribution, tour follow-ups, account creation, service allocation, invoice generation, welcome emails, renewal prompts. Built by hand in Settings, or built for you by describing it to Ask Operate.
Reporting
Occupancy, revenue forecasting, budget planning, multi-site comparison, customer balances and renewal tracking. Default reports and custom ones.
Integrations
Invoicing, payments and more, plus Zapier for everything else.
Revenue you can see and forecast.
Occupancy, revenue and cash across the portfolio, rolled up or by site. Revenue forecasting and budget planning, multi-site comparison, customer balances, renewals due. Default reports out of the box, custom ones when you need something specific.
Connected to your ledger and your bank.
Operate pushes to the accounting system you already run, takes payments through your existing providers, and connects to access and workspace systems. Documented API, webhooks, and Zapier for the long tail.
From the CEO to the Centre Admin.
Secure by design. No rip-and-replace.
Connect the systems you already run through one documented platform.
Get paid. Prove it.
One live picture of occupancy, cash and revenue across the estate.
Close the books in hours.
Invoices, collections and reconciliation stay accurate automatically.
Members who just stay.
Surface renewal risk early and keep every team on the same record.
The products
Powerful alone. Better together.
Each platform solves a distinct problem. Each earns its place alone. Together they cover the full tenant lifecycle.
✓Sales
✓Onboarding
✓In-life
✓Renewal
✓Offboarding
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The flex workspace management platform. Leads, leases, billing, renewals — every revenue motion in one backbone.
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See lead-to-cash run on autopilot.
A 30-minute walkthrough on your own pipeline, contracts and billing.
Questions, answered.
What is Operate?+
Operate is the lead-to-cash management platform for flex workspace providers. It runs the whole commercial lifecycle — CRM, contracts, billing, invoicing, payments and reporting — in one system.
What does lead-to-cash mean?+
Every revenue motion, from a new enquiry through to cash collected, lives in one place. Once the licence is signed, Operate triggers the downstream setup, generates the relevant charges and invoices, and supports automated payment collection.
Can Operate really set things up for me?+
Yes. Ask Operate takes a plain-English request — ‘set up a bill run for rent this month for the Manchester site’ — and executes it through the product’s own authorised path, running the pre-bill checks and flagging anything that needs attention before it commits. It can also build workflows from a description and answer questions about how Operate works.
Does Operate replace my accounting system?+
No. Operate runs the commercial lifecycle and pushes to the accounting system you already use. It’s the layer between the deal and the ledger, not a replacement for the ledger.
Can members book and pay for things themselves?+
Yes, through a white-label member portal. Members can book desks and rooms, buy services, pay invoices and view their usage under your brand.
Does Operate integrate with my other tools?+
Yes. Operate connects with accounting, payment, access and workspace systems through supported integrations, a documented API, webhooks and Zapier—helping data move between systems without re-keying.
Who is Operate built for?+
Operate is purpose-built for flex and coworking operators who need to manage members, licences, billing and renewals at scale across one or many sites.
