Keep Track of Memberships

• Create and Manage memberships related to a service or any physical resource.

• Easily filter new movers and companies/members scheduled to leave within a given month.

• Run reports on memberships including average length stay, churn, and more.

Why this feature is important for your business 

​

Pick From a Full-range of Contract Types

• Membership Agreements offer more flexibility and allow you to sign a contract without having to specify an exact resource, allowing you to relocate people and companies if necessary.

• License Agreements are the typical, more structured private office agreements that specify which office will be occupied.

• Lease Agreement – the traditional lease or tenancy agreement that is appropriate for long-term leases.

• Add a variety of additional services to any contract type.

Customizable Contract Templates

​

• Customize the layout of your contract according to the needs of your business.

• Align the look and feel of the contract with all member communication to ensure the consistency of your brand experience.

Advanced Contract Management

​

• Manage and report on the complete lifecycle of your contracts. See the history of an account and which agreements are new, renewed, pending or terminated.

• Configure stepped deals and automatically raise the price of an agreement over time.

• Set rules and approval workflows that apply to all contracts or kick-in under specific conditions such as the amount of a discount, additional clauses added, and more.

• Get prompt notifications when a contract’s notice period is approaching so you can improve the rate of your renewals.