Feature List
Flex Engine has everything you need to automate your coworking space
All Categories
Dashboard
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Quickly view your number of new leads, the value of those leads, and your conversion rate over a period of time.
Keep track of where leads are in your sales funnel and measure throughput at each step of the journey.
Assign follow-up tasks to your community managers to remind them to work their leads!
Take advantage of Flex Engine’s power dialer with manual actions for phone calls and text messages
Get a detailed breakdown of every marketing channel so you can see exactly where your closed deals are coming from.
Place outbound calls directly from inside the CRM while viewing a contact, opportunity, or managing your marketing.
You’ll never miss a lead with real-time alerts from Flex Engine across email, text message, and app notifications
Conversations
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Universal inbox combines all threads into one so you can message leads across every channel, or even multiple at once
Star important threads or hot leads so that you can quickly re-open their conversations later on
Filter conversations by assigned user, last message direction, last message type, and messaging channels
See activity such as booked tours in the same thread as messages to track exactly when leads made critical decisions
Build the perfect reply in our message composer with templates, file uploader, scheduler, and “From Name” customizer
Save time by creating canned responses for common questions that can easily be pasted in and customized before sending
Track which contacts click on your links, when they click, and where they click from with the magic of trigger links
2-way sync makes adopting Flex Engine easier by syncing emails sent within Gmail/Outlook with Flex Engine and vice versa
Calendars
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Keep track of all booked tours and other meetings, and filter by community manager or location, against a calendar
View a list of all of your booked tours, along with their timestamp and community manager, in one place
Simple calendars are perfect for booking equipment or meeting rooms when community manager distribution is optional
Round robin calendars can be used to assign community managers based on available work hours or custom weighting
Class booking calendars are perfect for event signups when multiple people need to put the same time on their calendar
Collective calendars allow one person to reserve time on multiple staff calendars, only when all parties are available
Make multiple booking options, such as various coworking locations or equipment rentals, available to book in one widget
Set global rules for all calendars such as availability and meeting location in one place
Connect Stripe to your calendar and charge a customizable one-time fee to confirm bookings, perfect for paid day passes
Connect your Google Business Profile to Flex Engine and allow direct bookings from search (and pay zero commissions)
Customize the questions you ask before someone can book a tour or day pass, and even include gifs in the booking process
Build your branded calendar widget by customizing the colors, images, button, and widget style for all bookings
Build your own booking confirmation email so your visitors receive all of the information they need before they arrive
Community managers or visitors can invite guests, who can receive the same customized form and/or confirmation email
Turn on 1-way or 2-way sync with Google, Outlook, or iCloud and keep all of your meetings up-to-date everywhere
Contacts
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Segment and save customizable lists of leads and members based on 100’s of different data points
Save time sorting, messaging, or adding groups of contacts to workflows with bulk actions
Accidentally deleted the wrong contact? Now, you can quickly and easily restore all of their data in 30 seconds
Company objects allow you to automatically group contacts together and create shared tasks or notes by company name
Easily share your smart lists with specific team members or with your entire organization with list sharing permissions
See website activity, messages, contact data, opportunity info, appointments, and private notes for individual contacts
See every page someone visited before filling out a form/chat widget or placing a phone call from your site
Flex Engine supports UTM parameters, allowing you to maximize your conversion tracking across all marketing campaigns
Notes help you keep written records of your conversations/opportunities so that anybody can pick up where you left off
Every contact has customizable DND settings for outbound/inbound channels so you can text in compliance and manage pests
Use tags to segment your contacts, trigger workflows, and easily measure campaign performance
Upload your own PDFs and create legally binding contracts that can be stored on the contact’s profile in your CRM
Build one-off or recurring products and invoices with customizable coupons and setup fees inside Flex Engine
Audit log keeps a record of all actions taken in the CRM so that you can diagnose exactly why things occurred
Opportunities
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Flex Engine automatically updates each contacts’ opportunity stages, even if you forget, to save you time
Create new sales pipelines for unique channels, products, or locations and define their key stages with pipeline manager
Opportunities manager allows you to display, sort, and filter all of your opportunities kanban style by status and stage
Assign multiple community managers as opportunity followers for leads exploring different locations or workspaces
Opportunity fields allow you to store multiple entries per field on one contact, e.g. revenue from multiple reservations
Find your most recent and most valuable opportunities by filtering and sorting the cards in your pipeline
Export your pipeline in CSV format for easy spreadsheet records or for use in other analytics applications
Payments
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Build and send professional invoices with your desired terms in a matter of minutes with our powerful invoice builder
Design recurring invoices that are automatically sent or charged on your desired terms using recurring invoices
Create new contracts or upload existing ones and use them automatically in workflows with contract templates
Our e-signature tool captures all of the information you need at signing to ensure your document is legally binding
Create products, subscriptions, set-up fees, and coupons and connect them in Stripe automatically with products manager
View the orders from all of your sales funnels and websites in an easy-to-read list format under the orders tab
View all recurring subscriptions and payment statuses in one list, great for tracking membership payments
See all the payments you collected on this comprehensive of transactions processed through Flex Engine
Create coupons on your own terms, with usage limits and recurring limits, with our coupon builder
Ensure a seamless customer journey by automatically sending customizable receipts to contacts after they purchase
Collect taxes on your physical or digital products with tax settings inside Flex Engine
Securely collect payments via Stripe, ACH through Authorize.net, NMi, or PayPal with Flex Engine
Marketing
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Create, customize, approve, schedule, and track engagement on your content across every social media platform
Plan your social media strategy effortlessly by viewing all of your scheduled posts against your content calendar
Group your social media accounts for easy cross-posting on multiple platforms at once
Setup automatic cross-posting of new Google and Facebook reviews on your social media platforms
Automatically post to your social media platforms from an RSS feed, perfect for cross-posting your blog content
Make bulk scheduling easy by uploading posts from a CSV file and adding them directly to your content calendar
Ensure your perfect brand positioning by approving posts created by your team members before they go out
Create stunning emails using our visual email builder, with unique custom elements and responsiveness
Your emails will look good on every device when you create emails with unique mobile and desktop elements
Importing email templates from other platforms? Do it in only a few clicks with our HTML-based email builder
Sending email campaigns is easier with templates, which allow you to save your favorite designs for repeated use
The unsubscribe workflow captures valuable feedback from your email readers before they unsubscribe
Customize email timing and quantities effortlessly with Flex Engine’s batching and scheduling features
Automatically share new blog posts to your email list by setting up automatic emails from an RSS feed
Improve your email conversions with A/B testing of subject lines and email content for maximum open rates & click rates
Make it easier for members to invite their friends by creating automatic affiliate campaigns inside Flex Engine
Reward your members easily with automatic commission tracking to tell you how much credit they’ve earned
Per-product commissions allow you to set different commissions for office, desk, and virtual plan referrals
Choose your payout schedule with net-15, net-30, or net-60 terms for payouts after completed referrals
Incentivize even more referrals with a 2-tiered structure that lets members to get paid out on their referrals referrals
Simplify bookkeeping and sleep easy knowing that commissions must be manually approved and paid out to prevent spam
Protect your brand guidelines by creating a shared media library for your affiliates to ensure consistent messaging
Create multiple different affiliate campaigns for different promotions, businesses, or types of workspaces
Automation
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Save time and connect any of Flex Engine’s tools with powerful automations using our workflow builder
Easily organize your various workflows using folders to separate different functions and systems
Our ready-to-use workflows and pre-installed templates save you lots of time from trial and error
Customize when your workflows fire using configurable timezone settings and set restricted windows throughout the week
Turn on stop on reply to end your workflow when a prospect replies, perfect for nudge and outreach sequences
Track every user that’s been enrolled in your workflows under the enrollment history tab
Track every successful or failed workflow step that have been taken by all users under the execution logs tab
Save workflows as drafts and come back to them later, or use drafts to prevent new contacts from entering live workflows
Quickly undo mistakes and revert back to old versions of workflows with version history inside the workflow builder
Efficiently route calls, reduce spam, and guide callers with interactive voice responses (phone trees)
External systems can automatically send data into Flex Engine using various HTTP request methods like GET, POST, and PUT
Record contact data easily in Google Sheets without the need for a Zap or webhook through our direct integration
Use Slack in workflows to automatically notify your team when new leads enter your system
Reformat date and time structures for advanced use cases in workflows using the formatter step
Use the create array action in the workflow builder to process complex data tasks for seamless and efficient automations
Avoid system overload using the drip action to regulate how frequently contacts enter workflows
Use ChatGPT in workflows with endless possibilites, such as messaging, lead qualification, or analysis of contact data
Track your outbound communication stats in workflows by enabling stats view to see how contacts engage at each step
Our workflow builder has over 55 unique triggers for you to create fully-customized automations
With 70+ different actions, you can build marketing, sales, or operations automations to run your entire coworking space
Sites
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Build dynamic landing pages, marketing funnels, and websites using our easy drag-and-drop builder
Compare different headlines, promotions, or landing pages with A/B testing in funnels
Capture more leads with our 2-step order form that lets you capture a prospect’s info before they can see your price
Increase your average MRR per member with 1-click upsells and order bumps, perfect for add-on products or services
Want to watch the whole video? Enter your info to continue. Perfect for creating virtual tours of your coworking space
Increase urgency on your landing pages with countdown timers to indicate the end of an ongoing promotion or special
Use exit popups to display last-attempt messages to site visitors before they exit, great for bonus offers
Build the perfect webpage with over 25 unique and customizable elements to choose from
Easily customize your webpages for mobile and desktop with the responsive editor and customizable element configurations
Customize metadata and create site maps with SEO settings for every funnel and website you create
Monitor traffic flow from the top of your funnel to the bottom with page-by-page stats in funnels and websites
Ensure GDPR compliance with GDPR friendly fonts and forms in Flex Engine’s funnel and website builder
Test mode lets you test your order forms and payment automations with dummy card info before turning them live
Undo mistakes easily by checking your funnel or website’s version history and reverting back to your favorite editions
Stores allow you to create familiar-feeling eCommerce storefronts with cards, quantities, and more
Create blog posts on your Flex Engine-hosted website to increase your search engine rankings and provide value
Create a portal inside Flex Engine for all of your members to get announcements, chat, and access their affiliate info
Keep track of where leads are in your sales funnel and measure throughput at each step of the journey.
Give members the option to receive a magic link in their email that lets them login with 1-click, no password required
Create engaging forms to be embdedded anywhere using our visual form builder and style settings
Build interactive surveys to capture more information and qualify prospects using our visual survey builder
Conditional logic lets you customize the post-form submission action based on the contact’s submission or existing info
Quickly find and filter form and survey responses by date and form/survey submitted in your submissions table
Track powerful analytics such as most common days and most common referrers to see when and where submissions come from
Build a chat widget for your website with custom image, greeting, contact fields, and interaction style
Impress your members and guests with a custom return greeting from your chat widget for repeat visitors
Setup your chat widget to capture contact info for future email/sms chat, recommended for 99% of community managers
Let visitors chat with you live, without leaving your website. Only recommended for power users
Store your images and videos in the Flex Engine media library for use in emails, funnels, and websites
Redirect traffic from old landing pages to new ones with our redirection manager for all connected domains
Start designing from one of our proven landing page templates, inspired by Coworking SEO’s most successful campaigns
Memberships
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Communities combine the affiliate portal, the course area, and the member portal in one place
Groups are the individual forum/discussion board aspect of communities and customer portals
Administer certificates after completion of courses, perfect for offering digital training on operating shared equipment
Build interactive courses and drip information to your members, great for hosting digital onboardings
Create automatically-graded quizzes inside of your course to ensure understanding before letting your members progress
Assessments let you capture written responses for your future grading inside of an online course
Allow members to leave comments in courses to foster an environment for effective community feedback
Reputation
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Automatically or manually send review requests to boost Google Business Profile ratings and get more search traffic
Set and track monthly review targets for your community managers to ensure you accomplish your marketing goals
Sentiment Tracking analyzes customer feedback and public perception so you can create the perfect messaging
Review analytics help you understand how many reviews you’re getting and when they come in
Embed customizable review widgets on your site to showcase real-time customer reviews and boost credibility
Reporting
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Connect Google Ads with your Flex Engine dashboard for the most accurate ROAs based on your real-time opportunity values
Connect Facebook Ads to Flex Engine for the most accurate ROAs based on your real-time opportunity values
The attributions report shows you exactly where your leads are coming from so you can double down on what’s working
The conversions report shows you when and where closed deals originated, so you know which channel is most effective
The source report shows you all of your referring domains, along with how many leads came from each
The call report shows you how many calls were picked up or missed, the average duration of your calls, and more
The agent/user report shows you which community managers are using the CRM most effectively and driving the most results
The appointment report helps you easily see how many appointments were booked and the outcomes of each
Settings
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Automatic email/sms compliance ensures your outbound communication has legally-required opt-out language (US only)
Turn this on to automatically associate Facebook or Instagram accounts to contacts with the same first and last name
Reduce bounce rate and improve deliverability by turning on email/sms verification before your first outbound message
Automatically send a text message to missed callers to capture leads before they call competing coworking spaces
Our credits system lets you only pay for the channels you actually use, so your email or text credits never go to waste
Add your team members to Flex Engine and customize their permissions to restrict access only to specific tools
Purchase a dedicated email domain to maximize your deliverability, recommended for sending to large contact lists
Customize which email domains are used for different use cases, such as in newsletters, bulk actions, and workflows, etc
Customize your reply-to email and setup automatic forwarding to sync your email with other tools and organize your inbox
Track a variety of email engagement and conversion metrics inside of Flex Engine’s powerful email campaign builder
Predict your delivery rate on your existing contact list before you send your first email
Automatically pause your email campaigns when higher-than-expected bounce rates are detected to protect future campaigns
Never lose track of a lead with built-in call tracking to make sure every detail is captured, without even trying
Reverse engineer a visitor’s referring site and activity on your website before they called using number pools
Discretetely notify your community manager about where a call is coming from before it connects using whisper messages
Never miss a call by ringing multiple community managers when calls come in and routing it to the first pickup
Communicate authority and trust to prospects with a verified caller ID that lists your coworking space name when calling
Monitor credit usage for VoIP numbers, bulk emails, and AI actions and top up your balance in the company billing tab
Regulatory bundles help coworking spaces outside the US and Canada remain compliant with B2B texting/calling rules
The A2P10DLC portal helps coworking spaces inside the US easily get approved for business texting
The Shaken/STIR portal helps you easily get a verified caller ID to display your coworking space name while calling
The CNAM portal helps you easily get a verified caller ID to display your coworking space name while calling
Engage with prospects on WhatsApp by adding on WhatsApp For Business with a direct integration inside Flex Engine
Custom field folders control the organization of contact fields on the individual contact level, organize to your liking
Custom values let you easily insert stored information, such as color codes, images, links, and text snippets
Lead scoring allows you to sort contacts by engagement and work the most active leads first
Host unlimited websites and marketing funnels inside Flex Engine by connecting your domains and publishing your sites
Easily manage your account connections in one place with our integrations portal in the settings tab
See all of your tags in one place using the tags manager, great for finding an old tag you made
Only assigned data is a permission you can enable to facilitate clearer multi-location lead management
AI Tools
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Flex Engine is the only coworking software to have AI-powered appointment booking and FAQ-answering with conversation AI
Ensure conversation AI always says the right thing by rating its responses and offering improvements that it will learn
Auto pilot mode allows conversation AI to automatically reply to leads without any approval from your community manager
Suggestive Mode offers smart reply hints to assist community managers with working leads just like it works in Gmail
Upload your most common FAQs to Flex Engine’s conversation AI and it will automatically answer them when prospects ask
Conversation AI can book appointments manually by reading your calendar times or automatically by sending a booking link
Train conversation AI on your business automatically by giving it a link to your website to analyze and learn from
Upload your own Q&A’s to ensure our AI has exact answers to specific questions like the Wi-Fi and printing instructions
Get your email campaigns and landing page copy done sooner by turning on our AI toolkit directly from the builder
Create new social posts and images for your websites/email campaigns using our AI toolkit to generate stunning images
Never forget to reply to reviews by using conversation AI to automatically reply on Google and Facebook
Find all previous AI generations in your settings so you can easily grab your favorite copy or images for later
Systems
Manage opportunities with Flex Engine’s automatic pipeline management tools and CRM
Built-in NPS campaigns allow you to track member satisfaction, and capture reviews/internal feedback based on sentiment
Our appointment funnel gets the leads that are already coming in to book tours and fill out a pre-visit questionnaire
Our membership upgrade funnel offers a low-commitment trial offer upfront and upsells a larger purchase after
Our advanced missed call text back varies the text based on time of day and pushes a ringless voicemail to the prospect
Our multi-step call sequence makes calling leads back easy by placing automatic call bridges at suggested intervals
Our automatic chat widget reply ensures that leads always get an immediate text back in case you’re unavailable to reply
Our dynamic lead assignment system assigns and re-assigns leads to the correct location once they are located
Take advantage of Flex Engine’s power dialer with manual actions for phone calls and text messages
Our administrative reporting system gathers data to determine which channels are most effective at an industry level
You Won't Want To Miss This!
We get it, we’re new.
You’ve probably seen all the coworking apps already and are going to need a really good reason to try another one.
Well, here’s one: it’s free. And not “free after demo call.”
It’s free like access your account in 187 seconds free.
…We timed it.
Plus: signup before February 29, 2024 and you’ll also receive some extra bonuses to help you get started.
Sound fair enough?
Click below to create your account.
Trusted By The Global Workspace Association
