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 Limitations
Existing CRM system delivered poor user experience in local markets, with inadequate data ownership, inconsistent data quality, and workflows that failed to align with regional business requirements.
2. Fragmented Sales and Service Processes
WeWork’s quotation, approval, and contract workflows were handled offline across multiple disconnected systems. There was no unified linkage from lead to contract, order, and service delivery, forcing heavy manual coordination between sales, community, legal, and operations team.
3. Complex Inventory and Dynamic Pricing Management
Managing real-time space inventory (hot desks, dedicated desks, private offices) and service offerings required sophisticated rules for pricing, escalation, locking, and release. Existing tools could not handle dynamic pricing or cross-year changes efficiently, creating operational bottlenecks.
4. Heavy Contract Amendment and Renewal Complexity
Frequent contract changes (renewals, expansions, relocations, entity transfers) were managed manually with limited visibility into occupancy and renewal rates. The business needed automated notifications, auto-renewal logic, and full lifecycle traceability to reduce risk and improve forecasting.
5. Lack of Integrated Service and Maintenance Management
Work orders, financial tracking, referral commissions, and service requests were fragmented outside the CRM system, which resulted in poor visibility across the revenue and service lifecycle and limited BI 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.
