Re: [Coworking] Digest for coworking@googlegroups.com - 6 updates in 3 topics

[Jerome Chang]

I've tried that. We weren't a fan of the UX but did like the integrated project 
management. HighRise has a separate sister product, BaseCamp but they operate 
effectively separately.

That said, in general, I would recommend Insightly  

Jerome

> On Jan 14, 2016, at 6:40 AM, Dina Lynch Eisenberg  
> wrote:
> 
> Jerome, I'm using Insightly which may work very well for you. It's a bit more 
> robust than standard CRM and allows for tracking opportunities and simple 
> project management.  Hope that helps.  Warmly, Dina Eisenberg
> 
>> On Thursday, January 14, 2016,  wrote:
>> 
>> coworking@googlegroups.com   Google Groups  
>> Topic digest 
>> View all topics
>> CRM - 2 Updates
>> Coworking: A community of work / Article - 2 Updates
>> Printing - Cloud Solution? - 2 Updates
>> CRM
>> CLUB coworking : Jan 13 06:54PM -0800 
>> 
>> Hi there!
>> We're working on opening a new coworking space in Downtown Ulaanbaatar, 
>> Mongolia and we'd like to hear about your experience with CRM systems.
>>  
>>  
>> - 
>> 
>> We’d like to ask for your advice, how do you keep track of your clients? 
>> what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but 
>> all of them seem very confusing, have so many different functions… I’m sure 
>> they’re all useful once you get to know them and given you need all of the 
>> functions, but I don’t know if we need all of the functions. I could 
>> imagine just using a spreadsheet while we’re still small, but once we grow, 
>> we don’t want to deal with switching to a different system. If you were 
>> to do it over again, would you use a different system and would you suggest 
>> us to use that as well? 
>> - 
>> 
>> As for requirements, it should have at least the following:
>> - 
>> 
>> Name
>> - 
>> 
>> Contact Information
>> - 
>> 
>> Membership Status
>> - 
>> 
>> Payment Status
>> - 
>> 
>> Leads tracking/prospect pipeline
>> - 
>> 
>> appointment scheduling?
>> - 
>> 
>> Emailing?
>> - 
>> 
>> Should be:
>> - 
>> 
>> Intuitive, simple & easy to use
>> - 
>> 
>> Don’t want to spend a lot of time entering information manually
>> - 
>> 
>> If it takes more time than creating and maintaining an excel 
>> spreadsheet, it probably isn’t worth it
>> - 
>> 
>> We’re currently looking into: hubspot free crm, zoho, and sugarcrm
>> - what crm would be best to use to track this?
>> 
>> Thanks a bunch!
>>  
>> CLUB coworking
>> Jerome Chang : Jan 13 08:51PM -0800 
>> 
>> We use HighriseHQ. I tested its simplicity years ago by seeing how quickly 
>> and easily staff took to it. :-)
>>  
>> You can use it to tag/categorize membership and payment status, but you 
>> should really do this thru your sales/booking/membership system, not your 
>> CRM…unless your CRM is integrated with your sales/booking/membership system.
>>  
>>  
>> JEROME CHANG
>>  
>> CENTRAL: Mid-Wilshire
>> 5405 Wilshire Blvd (2 blocks west of La Brea) | ph: (323) 330-9505
>>  
>>  
>> EAST: Downtown
>> 529 S. Broadway, Suite 4000 (@Pershing Square) | ph: (213) 550-2235
>>  
>> NORTH: Pasadena (Opening 2016 Q2!)
>> 600 E. Colorado Blvd. (@Los Robles)
>>  
>>  
>>  
>>  
>>  
>> Back to top
>> Coworking: A community of work / Article   
>> Marko Orel : Jan 12 03:38AM -0800 
>> 
>> Greetings,
>>  
>>  
>> For the last couple of years, I’m dealing with research (as a PhD 
>> candidate) on how relations between working individuals who use open 
>> collaborative spaces in certain period of time are being formed via both 
>> moderated and spontaneous networking processes. In the meantime, I managed 
>> to open with the two other co-founders a coworking space and creative 
>> centre (*Creative Centre Poligon* ) in 
>> Ljubljana, Slovenia (Europe) which has grown to one of the biggest in the 
>> region (150 members & 250 events annually) with amazing community based on 
>> values of sharing, collaborating and helping each other. 
>>  
>> 
>>  
>> Anyhow, recently I have published an academic article (in co-authorship) - 
>> we tried to examine the specific needs of the rising creative class, 
>> identifying their urgent need for uninhibited sharing of information, 
>> knowledge, ideas and material resources. In the article, we argue that 
>> coworking spaces are favoured by the creative class, because they offer a 
>> community of work which facilitates the culture of sharing. To illustrate 
>> what it takes to establish such a community of work, we present a case 
>> study of before mentioned Creative Centre Poligon which suggests that 
>> community building is a multi-step process that needs careful management 
>> and plenty of time.
>>  
>> 
>>  
>> If anybody out there is interested on how (creative) community can 
>> co-create a coworking space and thus embodies a bottom-up process, I kindly 
>> invite you to take a look 

[Coworking] Re: CRM

[Tom Lewis]

Hi there.  We tried all kinds of systems, and I found Highrise a bit too 
simple, and like you found lots of the others too fiddly and complex to set 
up.  We now use Podio  for both CRM and hub intranet- 
it's customizable but very simple to use, and you can use it for as many 
areas of your business as you can think of.  I do know that Highrise has 
added a ton of features over the past year though since 37signals handed it 
over to new management, so it's definitely worth a look 

On Thursday, 14 January 2016 02:57:34 UTC, CLUB coworking wrote:
>
> Hi there!
> We're working on opening a new coworking space in Downtown Ulaanbaatar, 
> Mongolia and we'd like to hear about your experience with CRM systems.
>
>
>- 
>
>We’d like to ask for your advice, how do you keep track of your 
>clients? what crm do you use?I’ve tried logging onto hubspot, zoho and 
>sugar, but all of them seem very confusing, have so many different 
>functions… I’m sure they’re all useful once you get to know them and given 
>you need all of the functions, but I don’t know if we need all of the 
>functions. I could imagine just using a spreadsheet while we’re still 
>small, but once we grow, we don’t want to deal with switching to a 
>different system. If you were to do it over again, would you use a 
>different system and would you suggest us to use that as well? 
>- 
>
>As for requirements, it should have at least the following:
>- 
>
>Name
>- 
>
>Contact Information
>- 
>
>Membership Status
>- 
>
>Payment Status
>- 
>
>Leads tracking/prospect pipeline
>- 
>
>appointment scheduling?
>- 
>
>Emailing?
>- 
>
>Should be:
>- 
>
>Intuitive, simple & easy to use
>- 
>
>Don’t want to spend a lot of time entering information manually
>- 
>
>If it takes more time than creating and maintaining an excel 
>spreadsheet, it probably isn’t worth it
>- 
>
>We’re currently looking into: hubspot free crm, zoho, and sugarcrm
>- what crm would be best to use to track this?
>
> Thanks a bunch!
>
> CLUB coworking
>

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[Coworking] We're sharing all of our coworking data and financial info

[Matt D.]

Hi everyone. 

We've enjoyed sharing some of the highs and lows of our coworking journey 
on our blog, and the positive response has inspired us to go one step 
further... So we created a website that displays all of our coworking data 
and financial information. There are charts and graphs, and links to 
download our financial spreadsheets:

http://www.theskillery.com/coworking/open/data/

We'll update it once a month. If you like it, and find it useful, please 
spread the word. If there are things you think we could be doing to make it 
more useful, let me know. If you need help making sense of it all, holler. 

Hope this is useful for the group!
-Matt @ The Skillery



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Re: [Coworking] Looking for a "Member Data" Platform - Any advice appreciated!

[Jacob Sayles]

Two threads going at once!  I just chimed in on the other one about Cobot,
Nexudus, and Nadine.  Cobot and Nexudus are hosted services and Nadine is
open source software that you, or your IT staff, run on your own hardware.

On Thu, Jan 14, 2016 at 1:48 PM, Elizabeth Barno 
wrote:

> Hi all,
>
> As a quick introduction, my name is Liz Barno and I am the Community
> Manager of Greentown Labs . We are a
> cleantechnology focused incubator/coworking space based outside of Boston
> in Somerville, MA.
>
> One tool I have been looking for, and struggling to find, is a
> database/CRM - type platform to collect, store and analyze all of the data
> we collect on our members. I have briefly looked into IncuTrack
>  and MemberClicks
> .
>
> What we currently have is a basic CRM for company and contact information,
> survey data collected quarterly from members in many excel files, and notes
> from meetings and interactions. When it comes to finding a specific piece
> of information, for example: "How many jobs were at Greentown Labs in
> 2014?", it involves combining and sorting many data sets and a lot of time.
>
> What is everyone else using for member data? Any leads are appreciated!
>
> Thanks,
> Liz
>
> --
> *Elizabeth Barno*
> Community Manager
> 
> *Powering a Community of Energy Entrepreneurs *
> +1 617 752 2217
> 28 Dane Street
> Somerville, MA 02143
>
> [image: Facebook]  [image:
> @greentownlabs]  [image: YouTube]
> 
>  [image: LinkedIn]
> 
>
> --
> Visit this forum on the web at http://discuss.coworking.com
> ---
> You received this message because you are subscribed to the Google Groups
> "Coworking" group.
> To unsubscribe from this group and stop receiving emails from it, send an
> email to coworking+unsubscr...@googlegroups.com.
> For more options, visit https://groups.google.com/d/optout.
>

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Re: [Coworking] Digest for coworking@googlegroups.com - 6 updates in 3 topics

[Dina Lynch Eisenberg]

Jerome, I'm using Insightly which may work very well for you. It's a bit
more robust than standard CRM and allows for tracking opportunities and
simple project management.  Hope that helps.  Warmly, Dina Eisenberg

On Thursday, January 14, 2016,  wrote:

> coworking@googlegroups.com
> 
>  Google
> Groups
> 
> 
> Topic digest
> View all topics
> 
>
>- CRM <#-1478758554_group_thread_0> - 2 Updates
>- Coworking: A community of work / Article
><#-1478758554_group_thread_1> - 2 Updates
>- Printing - Cloud Solution? <#-1478758554_group_thread_2> - 2 Updates
>
> CRM
> 
> CLUB coworking  >: Jan 13
> 06:54PM -0800
>
> Hi there!
> We're working on opening a new coworking space in Downtown Ulaanbaatar,
> Mongolia and we'd like to hear about your experience with CRM systems.
>
>
> -
>
> We’d like to ask for your advice, how do you keep track of your clients?
> what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but
> all of them seem very confusing, have so many different functions… I’m
> sure
> they’re all useful once you get to know them and given you need all of the
> functions, but I don’t know if we need all of the functions. I could
> imagine just using a spreadsheet while we’re still small, but once we
> grow,
> we don’t want to deal with switching to a different system. If you were
> to do it over again, would you use a different system and would you
> suggest
> us to use that as well?
> -
>
> As for requirements, it should have at least the following:
> -
>
> Name
> -
>
> Contact Information
> -
>
> Membership Status
> -
>
> Payment Status
> -
>
> Leads tracking/prospect pipeline
> -
>
> appointment scheduling?
> -
>
> Emailing?
> -
>
> Should be:
> -
>
> Intuitive, simple & easy to use
> -
>
> Don’t want to spend a lot of time entering information manually
> -
>
> If it takes more time than creating and maintaining an excel
> spreadsheet, it probably isn’t worth it
> -
>
> We’re currently looking into: hubspot free crm, zoho, and sugarcrm
> - what crm would be best to use to track this?
>
> Thanks a bunch!
>
> CLUB coworking
> Jerome Chang  >: Jan 13 08:51PM
> -0800
>
> We use HighriseHQ. I tested its simplicity years ago by seeing how quickly
> and easily staff took to it. :-)
>
> You can use it to tag/categorize membership and payment status, but you
> should really do this thru your sales/booking/membership system, not your
> CRM…unless your CRM is integrated with your sales/booking/membership system.
>
>
> JEROME CHANG
>
> CENTRAL: Mid-Wilshire
> 5405 Wilshire Blvd (2 blocks west of La Brea) | ph: (323) 330-9505
>
>
> EAST: Downtown
> 529 S. Broadway, Suite 4000 (@Pershing Square) | ph: (213) 550-2235
>
> NORTH: Pasadena (Opening 2016 Q2!)
> 600 E. Colorado Blvd. (@Los Robles)
>
>
>
>
>
> Back to top <#-1478758554_digest_top>
> Coworking: A community of work / Article
> 
> Marko Orel  >: Jan 12
> 03:38AM -0800
>
> Greetings,
>
>
> For the last couple of years, I’m dealing with research (as a PhD
> candidate) on how relations between working individuals who use open
> collaborative spaces in certain period of time are being formed via both
> moderated and spontaneous networking processes. In the meantime, I managed
> to open with the two other co-founders a coworking space and creative
> centre (*Creative Centre Poligon* ) in
> Ljubljana, Slovenia (Europe) which has grown to one of the biggest in the
> region (150 members & 250 events annually) with amazing community based on
> values of sharing, collaborating and helping each other.
>
>
>
> Anyhow, recently I have published an academic article (in co-authorship) -
> we tried to examine the specific needs of the rising creative class,
> identifying their urgent need for uninhibited sharing of information,
> knowledge, ideas and material resources. In the article, we argue that
> coworking spaces are favoured by the creative class, because they offer a
> community of work which facilitates the culture of sharing. To illustrate
> what it takes to establish such a community of work, we present a case
> study of before mentioned Creative Centre Poligon which suggests that
> community building is a multi-step process that 

[Coworking] Re: CRM

[Bernd Rützel]

My advice: Take a look at www.nexudus.com. They provide a complete solution 
to run a coworking space. They offer it as a SaaS solution which starts 
with a monthly price of ZERO for the first 5 members and then grows 
together with you. So no investment needed and it will always be covered by 
the revenues you generate.

For my own coworking space (www.coworking4you.de) it covers everything from 
managing the memberships, invoicing, booking of meeting rooms, members 
directory e.g.

They provide an excellent support and help you to setup the complete 
organisation of your space.

Good luck and success for your coworking space

Bernd

Am Donnerstag, 14. Januar 2016 03:57:34 UTC+1 schrieb CLUB coworking:
>
> Hi there!
> We're working on opening a new coworking space in Downtown Ulaanbaatar, 
> Mongolia and we'd like to hear about your experience with CRM systems.
>
>
>- 
>
>We’d like to ask for your advice, how do you keep track of your 
>clients? what crm do you use?I’ve tried logging onto hubspot, zoho and 
>sugar, but all of them seem very confusing, have so many different 
>functions… I’m sure they’re all useful once you get to know them and given 
>you need all of the functions, but I don’t know if we need all of the 
>functions. I could imagine just using a spreadsheet while we’re still 
>small, but once we grow, we don’t want to deal with switching to a 
>different system. If you were to do it over again, would you use a 
>different system and would you suggest us to use that as well? 
>- 
>
>As for requirements, it should have at least the following:
>- 
>
>Name
>- 
>
>Contact Information
>- 
>
>Membership Status
>- 
>
>Payment Status
>- 
>
>Leads tracking/prospect pipeline
>- 
>
>appointment scheduling?
>- 
>
>Emailing?
>- 
>
>Should be:
>- 
>
>Intuitive, simple & easy to use
>- 
>
>Don’t want to spend a lot of time entering information manually
>- 
>
>If it takes more time than creating and maintaining an excel 
>spreadsheet, it probably isn’t worth it
>- 
>
>We’re currently looking into: hubspot free crm, zoho, and sugarcrm
>- what crm would be best to use to track this?
>
> Thanks a bunch!
>
> CLUB coworking
>

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[Coworking] Looking for a "Member Data" Platform - Any advice appreciated!

[Elizabeth Barno]

Hi all,

As a quick introduction, my name is Liz Barno and I am the Community
Manager of Greentown Labs . We are a
cleantechnology focused incubator/coworking space based outside of Boston
in Somerville, MA.

One tool I have been looking for, and struggling to find, is a database/CRM
- type platform to collect, store and analyze all of the data we collect on
our members. I have briefly looked into IncuTrack 
and MemberClicks
.

What we currently have is a basic CRM for company and contact information,
survey data collected quarterly from members in many excel files, and notes
from meetings and interactions. When it comes to finding a specific piece
of information, for example: "How many jobs were at Greentown Labs in
2014?", it involves combining and sorting many data sets and a lot of time.

What is everyone else using for member data? Any leads are appreciated!

Thanks,
Liz

-- 
*Elizabeth Barno*
Community Manager

*Powering a Community of Energy Entrepreneurs *
+1 617 752 2217
28 Dane Street
Somerville, MA 02143

[image: Facebook]  [image:
@greentownlabs]  [image: YouTube]

[image:
LinkedIn]


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