Deal CRM
The CRM that builds itself.
Every referral, every webchat, every directory enquiry becomes a contact and a deal — created for you, linked to the right people and the exact spaces. A CRM that knows your deals, not just your address book.
Contacts and pipeline are included on every plan, including Starter.
One book, two views, multiple filters
See your whole book, the way you think about it
Every deal in one table when you want to scan and sort, or laid out across stages when you want to see what's next. Filter and order by every column.
The CRM That Builds Itself
You do the deals. The record keeps itself.
Four ways a contact and a deal appear in your account without you creating them by hand.
Directory enquiries
A requirement sent from your directory profile opens a deal, with the enquirer's company as a client and the enquirer as a contact.
Broker DirectoryWebchat leads
A conversation on your website becomes a deal, with the visitor captured as a contact and linked to it automatically.
Website Chat WidgetReferral responses
When a provider responds — a yes or a no — they are added to your address book as a contact. Every relationship you build gets recorded, not just the wins.
Referral DistributionPasted emails and enquiries
Paste any inbound message and SpaceAI extracts the deal, matches it to an existing contact, or creates a new one — no manual entry.
SpaceAI Deal AssistantRelationships Built In
Know who's who on every deal
The client and the broker are first-class links on every deal. Beyond them, add the relationships that decide whether a deal closes — the champion pushing it internally, the decision maker who signs, the finance contact who approves, the influencer in the room. Relationships are two-way links between contacts and deals, so context shows up from both sides.
Meridian Group
City of London — 15 desks
Notes & Tasks
Every call, meeting, and email — logged where it belongs
Notes and tasks sit on the people, companies, and deals they relate to, so the full story is on the record. Log a note with SpaceAI and it drafts the follow-up task for you.
Notes
Ashworth & PartnersSite visit with Rachel — liked the Shoreditch unit, wants to see two more in EC2 before deciding.
Ashworth & PartnersTom can flex to £24k pcm if the term extends to 24 months. Worth putting to the two shortlisted providers.
Shoreditch — 25–40 desksEmailed Rachel the revised shortlist. Waiting on her feedback before booking viewings.
Rachel AshworthSuggested action
Chase Rachel for shortlist feedback
Due tomorrow, 09:00
Tasks
Only mine · Show completedSend Meridian the City shortlist
Meridian GroupChase Rachel for shortlist feedback
Rachel AshworthBook viewings for the Shoreditch deal
Shoreditch — 25–40 desksConfirm availability with Beacon Workspaces
Beacon WorkspacesA daily 8am digest emails anything overdue or due that day.
Deal & Pipeline Intelligence
Where your deals come from, and where they stand
Break your pipeline down three ways — each view showing the count of deals and the contract value behind them, so the numbers mean something.
By source
See where your deals come from — each slice showing the count and the contract value behind it.
| Source | Deals | Value | |
|---|---|---|---|
| Broker Directory | 10 | £1,106,400 | |
| Form | 6 | £1,344,000 | |
| SpaceAI | 5 | £888,000 | |
| Referral | 4 | £1,194,000 | |
| Total | 25 | £4,532,400 | |
By stage
See how your book is distributed across Sourcing, Shortlist, Viewing, Negotiation, and Closing, so you know what is early and what is close.
| Stage | Deals | Value | |
|---|---|---|---|
| Sourcing | 9 | £1,934,400 | |
| Shortlist | 11 | £1,644,000 | |
| Viewing | 2 | £456,000 | |
| Negotiation | 2 | £282,000 | |
| Closing | 1 | £216,000 | |
| Total | 25 | £4,532,400 | |
By owner
See who owns what across your team, so nothing sits unassigned and workload is clear at a glance.
| Owner | Deals | Value | |
|---|---|---|---|
| Sarah McFadden | 11 | £2,010,000 | |
| James Okonkwo | 8 | £1,208,400 | |
| Priya Raghavan | 4 | £874,000 | |
| Tom Whitfield | 2 | £440,000 | |
| Total | 25 | £4,532,400 | |
Intelligence — Provider Relations
Which relationships are actually worth it
Your referral history, turned into a view of which providers respond fastest and convert best — so you send the next deal to the relationships that perform.
Who responds fastest
Median response time per provider, so you know who comes back in hours and who takes a week — before you decide who to send the next deal to.
Who converts
Response rate, shortlist rate, and won deals per provider, so your most valuable relationships are the ones the data actually backs.
Where your deals stand
Break your pipeline down by source, stage, and owner — each with its count and contract value — to see where deals come from and who is carrying them.
Illustrative figures. Relationship intelligence is available on higher plans.
FAQ
Common questions about the deal CRM
What makes this a CRM that builds itself?
Most of the record-keeping happens without you typing anything. When a directory enquiry, webchat lead, or pasted email comes in, Great Space creates the client company, the contact, and the deal for you. When a provider responds to a referral — even to decline — they are added to your address book. The result is a contact list and a deal pipeline that stay current as a by-product of the work you were already doing.
How is this different from a normal CRM?
A traditional CRM tracks relationships and contacts. Great Space tracks deals against live workspace inventory: every deal links to the exact spaces you have put forward, and every space shows the deals it appears in and its win rate. It is a CRM that understands workspace deals, not a generic contact database you have to keep up to date by hand.
Can I record who's who on a deal?
Yes. Alongside the core client and broker on each deal, you can add custom relationships to any contact or deal — champion, decision maker, influencer, agent, legal, finance, assistant, referrer, and your own labels. Relationships are two-way links, so the connection shows up from both records.
What does the CRM tell me about the providers I work with?
For every provider you send referrals to, Great Space shows referral volume, response rate, median response time, shortlist rate, and won deals, plus when you last dealt with them. It turns your referral history into a view of which provider relationships respond fastest and convert best — features built for provider relations.
Is the CRM included in my plan?
Contacts and the deal pipeline are included on every plan, including Starter. Automatic contact enrichment and relationship intelligence come in on the higher plans. You can run real deals end to end on the free trial to see how the record keeps itself.
A CRM that fills itself as you close deals
Start free with 3 active deals — contacts, pipeline, and the links between your deals and your inventory, all included.