Zoho ERP
Inventory, MRP, production and GST in one system, from the shop floor to the books.
Zoho CRM
From lead to payment, every deal has a clear next step.
Zoho Books
GST-ready accounting, bank feeds and a clean month-end close.
Zoho CRM and Zoho Books for a coworking operator: enquiry to signed client to GST invoice, in one system.
Digiwah moved ACE Spaces from spreadsheets to a connected Zoho setup in about six weeks. Leads, cabins, onboarding, e-signed agreements, walk-in bookings and accounting now run on Zoho CRM, Zoho Books, Zoho Forms and Zoho Sign, with a live 2D floor plan inside the CRM.
- 01EnquiryAd campaign captured on the lead
- 02Site visitFollow-up reminder on the day
- 03Onboarding formKYC uploaded, deal updated
- 04Agreement signedZoho Sign moved the stage
- 05Cabin bookedFloor plan turned red
- 06GST invoiceZoho Books synced to the deal
ACE Spaces, a coworking operator in IT City, Mohali
ACE Spaces runs coworking centres in IT City, Sector 83, Mohali, with more centres planned. Members rent private and shared cabins, buy day and week passes, book meeting and conference rooms, or take a virtual office.
A coworking sale has more moving parts than most: a site visit, KYC, a lease agreement, a specific cabin and a GST invoice every month. ACE Spaces wanted all of it in one place.
Leads, cabins, agreements and invoices in five different places
Everything ran on spreadsheets. Nobody had a live view of which cabin was free, held or booked. Agreements were typed by hand and chased over email and WhatsApp, walk-in payments were checked manually, and Zoho Books invoices had no link to the sales side.
A Zoho CRM pipeline built around how a coworking space sells
Leads capture what a coworking enquiry really needs: requirement type, preferred centre, seats, budget, move-in date, site visit and follow-up dates, lost reason and the ad campaign that brought them in. The deal pipeline follows ACE Spaces' own sales steps, and each stage asks only for the fields that matter at that point.
Stage-wise required fields
Seats, price per seat, start date, lock-in, deposit and assigned cabins are enforced with layout rules, not a rigid blueprint, so the team keeps its flexibility.
Signed-agreement gate
A deal cannot reach Agreement Signed or Closed Won without a signed agreement, from Zoho Sign or an uploaded offline copy.
"A client is a deal"
No extra modules. Existing clients sit at the Clients stage with their cabins linked, so enquiry, onboarding, agreement, cabins and invoices live on one record. Existing clients were migrated from the member portal without duplicating contacts.
Rent calculated for you
Total amount is worked out from seats and price per seat by a workflow, so nobody types it twice.
A live 2D floor plan inside Zoho CRM
A custom Cabins module holds every space with its number, type, seats and status. On top of it sits a floor plan web tab drawn from the architect's layout. Every cabin is colour-coded live, shows its seats and the client's name on hover, and can be assigned, held or released straight from the plan. Link a cabin to a deal and it turns Booked. Unlink it and it is Available again.
Click a cabin or pod for details. Zoom with the buttons, drag to pan. Client names are masked on this page.
Client onboarding- Company and GST details filled
- KYC files attached
- Owner notified
Client onboarding and KYC with Zoho Forms, straight into the deal
A Send Onboarding Form button on the deal emails the client a pre-filled form, or copies a WhatsApp-ready link. The client fills in company details, signatory, GSTIN, PAN, billing address, seats, start date and preferred cabin, and uploads KYC documents.
- On submit, the same deal updates itself and moves to Form Accepted
- KYC files are attached to the deal and the owner is notified
- A duplicate-name guard stops one client's form from overwriting another
One-click lease agreements, e-signed, and a CRM that updates itself
The Send Agreement widget builds ACE Spaces' own lease agreement from the deal: cabins, seats, rent with GST, deposit, lock-in, term and dates, with a picker to choose cabins live. The team previews, edits, downloads and sends it for e-signature.
Zoho Sign webhooks do the updating. Nobody moves the stage by hand or uploads the signed copy.
The whole deal on one Zoho CRM screen, on desktop and mobile
Deal 360 is a visual, inline-editable view of a deal: a clickable stage tracker, rent and agreement cards, commercials, contact, notes, cabin picker, onboarding status and Send Agreement, all in one popup. It matches the ACE Spaces member portal look and works in the Zoho CRM mobile app.
Day pass and meeting room bookings with payment proof and a one-click GST invoice
Three public booking forms, for Day Pass, Week Pass and Meeting and Conference Room, calculate the price with GST live, show UPI payment details, and collect the payment screenshot, UTR and KYC.
- Every booking lands in a CRM Bookings module as Pending Verification for the front desk
- Uploaded documents appear on the record and in attachments
- Create Books Invoice raises the GST invoice in Zoho Books, choosing CGST + SGST or IGST automatically, with a duplicate guard
Zoho Books accounting, integrated with Zoho CRM
Digiwah set up ACE Spaces' accounting in Zoho Books and connected it both ways with Zoho CRM. Finance works in Books, sales works in CRM, and both see the same customers, invoices and payments.
- Client deal
- Balance due and payment status
- Invoice PDFs on the deal
- GST invoices
- Payments received
- Customer ledger
Accounting setup in Zoho Books
- Organisation and GST set up for invoicing
- Items for cabins, seats, passes and meeting rooms
- Branded GST invoice template
- Payment modes for UPI and bank receipts
Books to CRM, automatically
- Invoices, payments and customers created or edited in Books flow into CRM through webhooks
- Invoice PDF attached and linked to the right client deal
- Full invoice history backfilled into CRM
CRM to Books, in one click
- Create Books Customer pushes a new client with GST details
- Duplicates avoided by matching email and mobile
- Booking invoices raised from CRM with the right GST split
Sales can see a client's balance due and payment status without opening Books.
What changed for ACE Spaces
One system, end to end
First enquiry to signed client to invoice, on one record.
Live cabin availability
A floor plan instead of a spreadsheet.
Digital onboarding
Client details and KYC collected online, straight into the deal.
Agreements in minutes
Generated, e-signed, and the CRM updates itself on signature.
No missed follow-ups
Daily reminders and one dashboard for the team.
Finance and sales aligned
Zoho Books and Zoho CRM see the same numbers. Walk-in bookings are invoiced in one click.
- Zoho CRM: custom modules, layout and validation rules, workflows
- Deluge functions and custom buttons
- Widgets and web tabs (Zoho Embedded App SDK)
- Zoho Books API and webhooks
- Zoho Forms with CRM integration
- Zoho Sign API and webhooks
- Zoho One, no third-party software
Zoho CRM and Zoho Books for coworking spaces: common questions
Can Zoho CRM manage cabin inventory for a coworking space?
Yes. For ACE Spaces, Digiwah built a custom Cabins module and a live 2D floor plan inside Zoho CRM. Each cabin is colour-coded as Available, On Hold, Booked or Cash, and its status changes automatically when it is linked to or unlinked from a client deal.
How are coworking lease agreements e-signed from Zoho CRM?
A Send Agreement widget generates the lease agreement from the deal's cabins, rent, deposit, lock-in and dates, then sends it through Zoho Sign. The client signs first and the operator countersigns. Zoho Sign webhooks move the deal stage and attach the signed PDFs automatically.
Does Zoho Books integrate with Zoho CRM for invoices and payments?
Yes. Digiwah connected Zoho Books and Zoho CRM both ways. Invoices, payments and customers from Books flow into CRM with the invoice PDF on the right deal, and new clients can be pushed from CRM to Books with their GST details in one click.
Can day pass and meeting room bookings create GST invoices automatically?
Yes. Public booking forms collect the payment proof and KYC, each booking lands in a CRM Bookings module for verification, and one button raises the GST invoice in Zoho Books with CGST and SGST or IGST chosen automatically.
How long did the ACE Spaces Zoho implementation take?
About six weeks, from September to October 2026, built on ACE Spaces' existing Zoho One subscription with no extra third-party software.
Run your coworking business on one Zoho setup.
Leads, cabins, agreements, bookings and accounting, connected. We build it around how you already sell, and stay until your team owns it.