A CRM for Coworking Spaces: From Tour to Trial Day to Signed Office

Mythex builds a CRM shaped like a coworking sales process: leads move from enquiry to tour, trial day, offer and signed, with team size, budget and move-in date on each, and current private office tenants carry their term end dates so renewals are never a surprise. You describe the stages and fields; Mythex builds it on a real database.

Who it's for

Coworking operators and community managers who track leads in a spreadsheet, an inbox and their memory. It fits spaces selling private offices to small teams, where a single lost renewal leaves an expensive room empty for months.

What you can build

Leads with team size, budget, desired start date and source
A board with stages: enquiry, tour booked, trial day, offer sent, signed, lost
A follow-up list of trial-day guests to call the same afternoon
Company records with every member, plan and desk or office
Private offices whose term ends in the next 120 days
Lost reasons, so you learn whether it was price, size or location

What a coworking CRM must track

A coworking lead is usually a team, not a person, and what matters is how many desks, from when, and at what budget. The steps are physical: a tour, then a trial day in the space. After signing, the relationship continues as a company account with a term, and the next sale is a renewal or a move to a bigger office. A CRM that stops at closed-won misses half of the work.

Team size, budget and move-in date on every lead
Tour and trial-day dates logged against the lead
Companies with several members under one account
Term start, end and notice period for private offices
Source of each lead: walk-in, website, broker, referral

Renewals before they become vacancies

Start renewal conversations well before a private office term ends. Ask for a list of tenants whose term ends within four months, with headcount trend and notes. Knowing early whether a team will stay, grow or leave gives you time to offer a bigger room or start marketing the office.

Mistakes to avoid

Do not mix brokers and direct leads without a source field; you will not know what brokers cost you. Do not leave trial-day follow-up for the next week; the same afternoon converts best. And do not keep company and member records in separate spreadsheets. When they are linked, a member leaving updates the company's headcount and the renewal list at once.

What to put in first

Import current members and companies with their plans and term dates, then add open leads with their stage. Ask for the pipeline board and the follow-up list due today. Email templates for tour confirmations and an occupancy view can follow.

A prompt to start from

Build a CRM for a coworking space. Leads are companies with a contact, team size, budget, desired start date and source, moving through enquiry, tour booked, trial day, offer sent, signed and lost (with a reason). Signed companies have members, a plan and a term end date for private offices. Show a board by stage, follow-ups due today, and private office terms ending in the next 120 days.

Questions

Can I import the members I already have?

Yes. Ask for a CSV import, export your spreadsheet and upload it. Mythex maps the columns and tells you which rows it could not read.

Can I set my own pipeline stages?

Yes. Name your stages in the prompt, for example tour and trial day, and the board is built around them. You can rename or add stages later by chatting.

Can the whole team use it?

Yes. Ask for user accounts and roles, and each community manager signs in to the published app. Mythex does not charge per seat for the app you build.

Can it remind me about office renewals?

Yes. With a term end date on each private office, the CRM can list renewals coming up and email you a weekly summary.

Do I need to know how to code?

No. You describe how you sell and Mythex builds the CRM with a live preview. You change it by chatting.

How much does it cost?

The Free plan needs no credit card and includes daily credits and publishing. Pro is $25/month and adds code editing, export, GitHub, custom domains and credit top-ups.

Templates to start from

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Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Sales Roleplay Trainer Template — Voice-style practice with scorecards
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture