The deal is done. Your prospect said yes. Now the clock is ticking.
Every second between the handshake and the first invoice is a test: of your professionalism, your systems, and your ability to deliver what you sold. In the world of flexible workspaces—where clients expect immediacy and personalization—clunky onboarding and inconsistent billing aren’t just operational flaws…they’re cracks in your brand.
UltraSoftBIS was built for this—to eliminate the lag, and to replace patchwork systems with a single, elegant flow—from closing the deal to signed contract to clean invoice.
While many operators still grapple with disjointed processes, like manually drafting contracts, tracking client data across spreadsheets, or chasing down payments, those leveraging integrated, purpose-built technology are quietly gaining ground.
Onboarding: From Sales to Move-In in Minutes
First impressions count, especially in an industry built on flexibility and responsiveness. UltraSoftBIS eliminates the friction typically associated with onboarding new clients by unifying the journey from proposal to occupancy.
Once a deal is closed in the integrated CRM, we automatically generate the license agreement, populate client details, and issue the contract for electronic signature. There's no need for external tools or manual intervention, as the process is seamless, secure, and fast. As soon as the agreement is signed, the platform updates space assignments in real time and triggers the billing schedule.
Clients move in with confidence, and your team avoids the back-and-forth, version control chaos, and human error that can derail momentum.
Billing: Automated, Accurate, and Effortless
Billing in the flexible workspace industry is complex by nature, with recurring memberships, one-off services, step deals, custom discounts, deposits, and usage-based charges. The potential for inconsistency and missed revenue is high when relying on generic invoicing tools or manual reconciliation.
A billing engine needs to be tightly woven into the fabric of your operations, automatically generating invoices from signed agreements, updating recurring charges, applying custom terms, and tracking payments, all without the need for manual input.
Clients should be able to pay online, receive automated reminders, and view detailed breakdowns of charges through a modern, user-friendly interface. Meanwhile, your finance team can rest assured that nothing slips through the cracks. Revenue flows in smoothly, and client trust remains intact.
Integration That Actually Works
One of the greatest advantages of a workspace management software lies in its architectural cohesion. While many workspace operators attempt to bolt together separate tools for CRM, contract management, billing, and analytics—often resulting in data duplication and process silos—we offer a fully integrated platform built specifically for the flexible workspace industry.
That means no exporting and re-importing data. No disconnected dashboards. No time wasted troubleshooting APIs or reconciling conflicting information across systems. From the moment a lead enters your pipeline to the day they receive their first invoice, everything flows logically, securely, and without disruption.
Data-Driven Growth and Operational Control
Every onboarding journey and billing cycle is a data point. UltraSoftBIS captures and connects them, tracking onboarding velocity, occupancy trends, overdue invoices, forecasted cash flow, and more.
Operators can identify bottlenecks, predict churn, fine-tune pricing, and spot opportunities to upsell services—all in real time. The system becomes a strategic partner, revealing patterns that would otherwise be buried in spreadsheets and fragmented reports.
Elevating the Client Experience
While operational efficiency is essential, client perception is equally important. With UltraSoftBIS, onboarding becomes intuitive, professional, and impressively fast. Billing is transparent and frictionless. Clients are guided through a digital-first experience that reflects the agility and professionalism they expect from a modern workspace provider.
The Future of Workspace Management Starts with Smarter Onboarding and Billing
If your onboarding process involves cutting and pasting contract clauses into Word documents, or your billing is patched together across Excel and email, it’s time to rethink your infrastructure.
UltraSoftBIS is a purpose-built command center for ambitious workspace operators. By unifying sales, contracts, onboarding, billing, and analytics into a single system, it frees your team from administrative drag and positions your business for scale.
Ready to take the friction out of growth?
Contact us for a live demo or discover how UltraSoftBIS can transform your operations.
