Customers
Built with our clients, then run by them.
Every system we set up is shaped around how the business already works. Here is one of them, in detail.
The Office on Rent
A workspace business, from ad to invoice in one system.
- Business
- Commercial workspaces and coworking
- Team
- Office staff and a field sales team
- Built on
- Samvid OS, customised for them
- Runs on
- Web, mobile app and client portal
Before
Enquiries in too many places.
A commercial workspace operator running enquiries across WhatsApp, calls and spreadsheets. We put the whole flow, from first message to signed agreement, into one system.
What we built
One system, shaped around their business.
Meta lead ads, straight in
Leads from Facebook and Instagram ads arrive in the CRM on their own, without anyone downloading a sheet.
A sales app for the field team
Web for the office, a mobile app for the people out showing workspaces, both on the same live data.
Leads assigned by team
Leads go to the right person down the team hierarchy, with a diary, follow-ups and a full activity timeline.
Workspace inventory
Cabins and seats with live availability, and an approval step before field updates change what's on offer.
Contracts to collections
Coworking bookings, contracts, invoices and payments in the same system as the lead that started them.
A portal for their clients
Clients see their own bookings, contracts, documents and invoices without calling the office.
One enquiry, start to finish
From a Meta ad to a signed contract.
The Office on Rent
- Monday
A startup clicks an ad for a 6-seat cabin.
The lead form lands in the CRM the moment it's submitted, tagged with the campaign it came from.
New lead · Meta ad6-seat cabin · wants to move in next month - Monday
Assigned to the right salesperson.
It reaches the person responsible for that location, with the team lead able to see it too.
AssignedField sales · location team - Wednesday
Shown a cabin that's actually free.
The salesperson checks live availability on the mobile app during the visit and logs it in the lead's diary.
InventoryCabin available from the 1st - Next week
Contract, invoice, payment.
The booking becomes a contract and an invoice, and the payment is recorded against it.
Contract signed · first invoice paid - Every month after
The client serves themselves.
Bookings, the contract, documents and invoices are in the client portal, so nobody has to call the office for them.
Client portalBookings · contract · documents · invoices
An illustration of how the product works. Names and figures are examples.
Your business could be the next story.
Start with the free audit. It shows what we'd build first.