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Client Management

Every Client. Every Requirement. One Place.

Manage your client relationships alongside your active requirements. No separate CRM to maintain — everything joined up in the same platform where you source and close workspace deals.

Client management is included on every plan, including Starter.

Features

Built for the workspace deal lifecycle

Your client records and your deal pipeline in the same place — so context is never more than a click away.

One Record for Every Client

Every client contact — company name, key contacts, email — stored in one place. No more hunting through emails for a client's correct details before a call or meeting.

All Requirements, Linked to the Client

See every active and historical requirement for a client at a glance. Jump straight into a requirement from the client record without searching your pipeline.

AI Matches Clients Automatically

When the AI Requirement Assistant parses an inbound enquiry, it searches your client list and matches the sender automatically — so new requirements are linked to the right client without a manual lookup.

Archive Without Losing History

Archive clients you're no longer actively working with. Their requirements, presentations, and viewing history stay on record — so when they return, the full context is there.

Full Deal History in One View

See every requirement, every presentation sent, every viewing scheduled, and every agreement created — all from the client profile. No piecing together history from emails and spreadsheets.

Create Requirements Directly from a Client

Start a new requirement from the client record. Their details pre-fill automatically — so you go from 'client needs space' to 'requirement distributed' in under two minutes.

Connected Workflow

Client records connect to everything

In most brokers' workflows, the client lives in one system and the deal lives in another — email, a CRM, a spreadsheet — and bridging them takes time. In Great Space, clients and requirements share the same data model. Start a requirement from a client record. See a client's full history from their profile. The AI Requirement Assistant links new enquiries to existing clients automatically.

  • Requirements linked to the correct client from creation
  • Presentations and viewings traceable back to the client
  • SpaceAI parses inbound enquiries and finds the matching client automatically
  • Full deal history retained when a client is archived

Ashworth & Partners

Rachel Ashworth · [email protected]

Active Requirements

Shoreditch — 25–40 desks

£18,000–24,000 pcm · 12–24 months

Viewing

City of London — 15 desks

£8,000–11,000 pcm · 6 months

Shortlist
+ New Requirement for this Client

Client management included on every plan

Start free with 3 active requirements — client records, history, and pipeline all included.