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workflow management

Get leads, confirm tours, convert prospects, on-board and invoice customers, fast.

workflow management

automate core processes

All your teams need to work as one in order to run an efficient flexible workspace and provide repeated value to customers.

  • Automate triggers and actions across customer lifecycle stages handled by different parts of your business
  • Provide all your teams with a single point of reference for all prospect and customer related data

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lead to contact

efficient follow-up

  • Leads from your website, social media or brokers enter your system automatically
  • Tour confirmation is done automatically via email or SMS, with prospects and your sales rep
  • Leads are assigned to sales reps and get greeted with a personalised email intro
  • Follow-up emails and sales actions kick in to help with conversion
contact to membership

fast account activation

Self-serve meeting rooms, desk bookings, telephony features and more.

  • Account creation and service allocation takes minutes
  • Welcome emails are triggered by pre-defined events
  • Invoice, direct debit or standing order creation is automated
  • Welcome and greet your customers by name every time
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effectively manage each stage of the customer journey

Set up the right workflows and processes for success

renewals and beyond

Turn renewals into simple formalities

  • Define renewal prompts to keep your team proactive
  • Integrate, automate and innovate your workspace with relevant apps using Zapier or our Open API
  • Keep delivering value through your branded member interface
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essensys plc is a public limited company registered in England and Wales. Registered Office: Aldgate Tower, Leman Street, London, E1 8FA. essensys Inc is a Delaware company. Registered Office: 450 7th Avenue, New York, NY 10123. Access our Complaints Policy, Code of Practice & Compliance

© 2020 essensys. All Rights Reserved.

Contact us
London

Aldgate Tower
2 Leman Street
London
E1 8FA

 

New York

Nelson Tower
450 7th Avenue
New York
10123

 

Los Angeles

2450 Colorado
Ave #1007
Santa Monica
CA 90404