Company Profile
WeWork is the leading global provider of flexible workspace solutions, offering private offices, shared desks, meeting rooms, and comprehensive community services. Operating over 600 locations across 30+ countries and 129 cities, WeWork serves more than 693,000 members from startups to Fortune 500 companies. The company’s mission is to create spaces where people can do their best work, combining physical workspace with technology, community, and services that support modern ways of working.
Industry
Professional Services
Company Size
5000-6000
HQ Location
New York
Business Challenge
1. Localized Operating Environment Adaptation
As WeWork operated across different local markets, the existing CRM environment needed to better support regional business requirements. Differences in data ownership, data quality management, and workflow practices created opportunities to further improve consistency and alignment across local operations.
2. Sales and Service Process Integration
WeWork’s quotation, approval, and contract workflows involved coordination across multiple systems and teams. Connecting the journey from lead management to contract, order, and service delivery became increasingly important to improve process visibility and collaboration between sales, community, legal, and operations teams.
3. Complex Inventory and Dynamic Pricing Management
Managing diverse workspace offerings, including hot desks, dedicated desks, private offices, and related services, required flexible pricing and inventory management capabilities. As pricing structures and business requirements evolved, improving support for dynamic pricing, allocation, locking, and release processes became a key operational focus.
4. Contract Amendment and Renewal Management
With frequent contract updates, including renewals, expansions, relocations, and entity transfers, maintaining visibility across contract changes became an important consideration. More automated notifications, renewal logic, and lifecycle tracking capabilities would help improve forecasting and support more efficient contract management.
5. Integrated Service and Maintenance Management
As service requests, work orders, financial tracking, and referral commissions involved multiple operational areas, improving connectivity beyond the CRM environment became increasingly valuable. A more integrated service management approach would provide clearer visibility across revenue and service processes while enabling deeper business insights for decision-making.
Neocrm Solution
1. Localized Unified Sales Platform
Neocrm’s Sales Cloud delivered a single, flexible platform tailored to the local market operating needs. This replaced disparate global systems with a localized yet standardized environment that improved user experience and data control across all regions.
2. End-to-End Revenue Lifecycle Automation
The Neocrm platform automated the full Lead-to-Cash process with online quotation approval workflows, automated contract generation, and instant order creation upon contract win, eliminating offline processes and enabling seamless handoffs between sales, legal, and operations.
3. Intelligent Inventory and Pricing Engine
Neocrm built a real-time inventory management system with automated space locking/release, dynamic pricing calculations, upgrading rules, and discount controls. Service inventory and deposit management were fully integrated, providing accurate availability and pricing at every step.
4. Automated Contract Amendment and Renewal Management
The solution introduced smart renewal notifications, auto-renewal logic, and streamlined handling of expansions, relocations, and transfers. Full contract lifecycle traceability and occupancy/renewal dashboards gave teams clear visibility and control.
5. Integrated Service and Work Order Management with BI Visibility
Neocrm unified work orders, financial tracking, referral commissions, and service requests within the CRM. Cross-department workflows were automated, and powerful BI dashboards provided 360-degree customer views, sales funnel analytics, occupancy tracking, and comprehensive revenue and service performance insights.
Result
Since partnering with Neocrm, WeWork has achieved a complete operational transformation of flexible workspaces. The unified platform has replaced fragmented systems and manual processes with intelligent, end-to-end automation that delivers faster deal cycles, stronger local responsiveness, and significantly improved collaboration between sales, community, legal, and operations teams.
Real-time inventory and dynamic pricing capabilities have eliminated previous bottlenecks, while automated contract amendment and renewal tools have brought much-needed visibility and control to occupancy and renewal rates. Integrated service and work order management has streamlined maintenance, financial tracking, and referral processes, resulting in higher operational efficiency and better customer experiences across all locations.
With powerful BI dashboards providing actionable insights, WeWork’s leadership now makes faster, data-driven decisions that support continued global expansion. The platform has established a scalable, future-ready foundation that perfectly aligns with WeWork’s mission to create exceptional workspaces.
