Coworking operators, flexible offices and event venues

The CRM for coworking spaces and venues.

GuardenerAI for coworking spaces and venues is a CRM for flexible workspace operators and event venues. It books tours through booking links, runs membership and event enquiries as a pipeline, tracks memberships as a custom object, sends membership and hire agreements for e-signature, and invoices from the same system. It is for operators who fill space through conversations, not a desk-booking system.

Every desk and every event starts as an enquiry and a visit. When tours are booked by email, enquiries sit in an inbox and agreements are signed on paper, good leads go cold. GuardenerAI keeps the enquiry, the tour, the agreement and the invoice in one place.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Tours booked from a link

Prospects pick a tour time from a booking link that only offers the times your community manager is free, synced with Google or Microsoft calendars.

One pipeline for members and events

Membership and event enquiries run as opportunities with stages, value and an owner, so nothing waits in an inbox.

Agreements signed the same day

Send the membership or hire agreement from the contact’s record. They sign on any device and the signed copy is filed on their record.

Invoices beside the member

Raise invoices to member companies and event clients and, on the Max plan, send a Stripe card payment link with them.

The modules this runs on

How you set it up

Shaped around how coworking spaces and venues actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Memberships

One record per membership, linked to the member company. You create it in Settings.

  • Member Company
  • Plan
  • Desks
  • Start Date
  • Renewal Date
  • Monthly Fee
  • Status
Built in

Opportunities

Membership and event hire enquiries, with Type telling them apart.

  • Value
  • Stage
  • Expected Close Date
  • Type
Built in

Companies and Persons

Member companies and the people who work from your space.

  • Industry
  • Employee Count
Built in

Meetings

Tours booked through booking links.

  • Type
  • Start and end
  • Location
  • Outcome notes

Suggested stages on Opportunities

  1. Enquiry
  2. Tour booked
  3. Proposal
  4. Agreement sent
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Booking link

Book a tour

  1. A 30-minute in-person booking link for tours.
  2. Asks how many people need desks and from when.
  3. A buffer after each tour.
  4. Confirmations go out from the community manager’s connected mailbox.
Action plan

After the tour

  1. Apply it to the prospect after their tour.
  2. Day 0: send the proposal.
  3. Day 3: follow-up call (high priority).
  4. Day 7: offer a free day pass.
Signature template

Membership agreement

  1. Write the agreement once, with the member’s name, your company’s name and the date merged in.
  2. Add the plan and fee in the request before sending.
  3. The member signs; your manager countersigns.

Member details kept in one secure place.

Records live in your own encrypted, audit-logged space with default-deny roles, and every signed agreement carries an evidence trail and a sealed PDF.

Read the security details →
FAQ

Questions from teams like yours.

Can members book desks or meeting rooms?
No. GuardenerAI is not a desk or room booking system. Booking links are for meetings with a person, such as tours. Keep your space-booking tool for desks and rooms.
Does it bill members every month?
There are no recurring invoices. You raise each invoice, and on the Max plan send a card payment link with it. Recurring opportunity lines show monthly value in the pipeline.
Can we track event enquiries separately?
Yes. Use the opportunity Type field to tell membership and event enquiries apart, and save a list view for each.
Is there a template for coworking?
No one-click template. Add a Memberships object in Settings with the plans you sell.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for property management, event planners and real estate. See every industry.

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