Self-service
Customer journey
Quotes
Deals
Other features
Convert visitors into clients with fully automated flows
Deliver the seamless, self-serve booking experience your clients expect. Let them explore, purchase, and manage plans and products through a branded platform.
Step 1
Leads visit your website
Leads can browse your offerings and purchase any plan or product directly from your website.
Step 2
They select a plan
Fees, deposits, and discounts are automatically applied at checkout and tailored to each plan.
Step 3
They sign and pay online
Clients can review and sign agreements and finalize their payment online.
Step 4
They get physical access
Clients are granted door and WiFi access automatically so they can start using your space right away.
Manage prospective clients at every step
Go from first contact to signed contract. With Archie, you can track leads, schedule tours, send quotes, and manage every stage of the sales journey.
Step 1
Leads book a tour or submit a form
Capture interest through booking forms or calendar-based tour requests right on your website.
Step 2
Show live inventory during tours
Use interactive floor plans to walk prospects through your available spaces and help them decide faster.
Step 3
Send custom quotes
Create and share tailored quotes in seconds via email or sharable links.
Step 4
Clients sign and move in
Speed up move-ins with Archie’s built-in e-signatures and automated invoicing and payments.
A platform built for conversions
Archie is designed to help you turn prospects into paying customers by streamlining their journey and giving you the tools to convert faster.
Guest checkout
Let users purchase products and plans without creating an account.
Intuitive interface
A sleek UI designed with your conversion rate optimization in mind.
Discounts and offers
Easily share discounts at key moments in the journey to win more clients.
Google Analytics integration
Track key events and behaviors to fine-tune your conversion flow.
Create and share quotes easily
Archie’s quote builder lets you customize your offering for every potential client, keep track of key deals and follow-ups, and automate sales processes.
Build quotes in seconds
Quickly create and send professional quotes tailored to each potential client.
Set auto-expiry dates
Control how long quotes remain valid to create urgency and keep deals moving.
Create sharable links
Send quotes via email, SMS, WhatsApp, or any other platform with shareable links.
Automatically generate invoices
Generate an invoice and trigger payment collection as soon as a quote is accepted.
The highest-rated coworking CRM on G2
G2
"Fantastic coworking CRM! We use Archie at 2 locations and will soon expand to a 3rd."
Jennifer M.
HR Manager
G2
"Ease of setup and ease of use is why we chose it."
Shama R.
Co-founder
G2
"It has significantly reduced manual work for us."
Vivian S.
Office Manager
Manage the entire customer lifecycle
Track and nurture every stage of the customer journey with powerful CRM tools. Keep deals organized, automate communication, support expansion, and ensure timely follow-ups.
Deals pipeline
Stay on top of scheduled tours, proposals that need follow-ups, and new clients ready for onboarding.
Contract management
Create different contract templates and maintain a full audit trail of all signed agreements for complete transparency.
Notes and tasks
Collaborate with your team, manage follow-ups, and stay ahead of renewals, upsells, and potential churn.
Communication
Send emails directly from Archie or set up automated reminders to engage leads and customers at the right time.
Hubspot integration
Sync Archie with HubSpot to enhance your CRM capabilities and streamline your sales process even further.
Explore other coworking features
Creating better experiences for offices and flexible workspaces worldwide.
User experience that sets us apart.
4.9
on G2
4.9
on Capterra
4.8
on Apple Store
4.7
on Google Play Store
4.7
on TrustRadius
5.0
on GoodFirms
