CRM - MS DYnamics 

Specialists in CRM for Flexible Workspace we have an out of the box solution which includes, Sale Flow Management, Dashboards and Reports with Lead Dadi and Companies House plug in and other integrations.

The new CRM Service section for full client in service management.


HOW WE WORK


Whilst we have some packages for Compliance and CRM work we tend to build solutions to fit your need.  Following our initial meeting we will prepare a proposal for you with a menu of services we believe you need to achieve your project goals.  We can combine elements from all aspects of what we do.  We also design our support package around you and your team and will continue to work with you to evolve the solutions delivered as your business grows.


We will assign you a primary contact but it is likely you will meet a few of us as we deliver your project.  We are happy to work remotely, but prefer to work with your team at least some of the time.  We believe it helps us understand how best to knit the solution together and prepare any training for you. We think you benefit from this approach too, having us around means you ask more questions and then feel more confident to use the systems we put together for you. All in all we all gain greater satisfaction from the project and process of delivery.

Our Services

MAnAgement Systems 

We work with a number of different system providers to build the right solution for your business.  The workspace sector is getting busier information and tools you have to manage your clients and your business will help you stand out.  Everything we do is designed to save you time from creating contracts to billing.

KNOW YOUR CUSTOMER

We will explain your obligations for HMRC and the LLA for Money Laundering.  We will review your risk exposure and prepare your Policy and provide you with documents to help you manage the procedures you set out in your business, providing full training at all levels in the business.

Activate your space

We create an online project plan to work with you and your team to ensure all aspects of your space work together.  


Use us in the areas you need to develop your skills and to help you keep the project on track.


specialists in Flexible Workspace provision and growth

 

Flexible Workspace FeAsibility

Scope, evaluate and recommend options on all elements of setting up and operating a flexible workspace

Business Systems & TECH

Review your existing systems and available data and recommend new systems or improvements to how your data is collected 

Compliance

Create your Compliance Policy and Proceedures to meet HMRC Money Laundering regulations

GDPR 

The General Data Protection Regulation (GDPR) came into effect on 25th May 2018.  As a business it is your duty to inform users of how their data will be stored and used.  Applied consent is no longer adequate. We can help you prepare for how to do this and ensure your systems are ready.

Budget & Local Market review

We help you complete and review a budget for your project based on your design concepts and the local market analysis.  


Not all workspaces are need to be the same and we take you though options to fit your budget and building making sure it all balances.