awfis
  • July 3, 2026
  • Vishal Aggarwal
  • 0
Awfis Space Solutions Case Study | CRM Masters
Case Study

How Awfis Space Solutions Scaled CRM Operations
Across 200+ Centres with a Custom Zoho Ecosystem

Awfis Space Solutions, India's largest flexible workspace provider, needed a powerful, scalable CRM to manage leads, broker networks, and operations across 200+ centres and 18 cities. CRM Masters built a fully customised Zoho CRM ecosystem — integrating telephony, invoicing, analytics, and communication tools — and migrated 1.8 million records with zero business downtime.

Client Snapshot
Client Awfis Space Solutions
Industry Flexible Workspace
Location India · 18 Cities
Platform Zoho CRM
Prior Setup Manual / Legacy Systems
Delivered By CRM Masters
90%
Operational efficiency achieved
85%
Reduction in manual errors
90%
Faster sales pipeline updates
70%
Improvement in customer satisfaction

About the Client

Awfis Space Solutions Limited is India's largest and first publicly listed flexible workspace company. Founded in 2014, Awfis serves more than 3,000 organisations through a network of 200+ centres across 18 cities, managing over 1,35,000 seats nationwide.

As Awfis expanded rapidly across India, the complexity of managing multi-city sales teams, broker networks, centre assignments, and invoicing processes outgrew their existing tools. They needed a CRM platform that could mirror their operational structure — centre by centre, city by city — and scale with their growth.

What Was Holding Them Back

As Awfis expanded nationwide, managing sales, broker networks, centre assignments, and invoicing became increasingly complex. Without a centralised system, critical business processes were fragmented across teams, cities, and tools.

  • No centralised lead management system — lead data was scattered across spreadsheets and legacy tools, with no single platform to capture, track, or act on inbound enquiries at scale.
  • Manual centre assignment process — assigning leads to the right centre across 200+ locations required manual coordination, causing delays and missed opportunities.
  • Complex broker commission tracking — managing and reconciling broker commissions across a large referral network was time-consuming and error-prone, with no automated workflow in place.
  • Limited lease and contract visibility — lease data was siloed, making it difficult for teams to track contract status, renewal timelines, and occupancy across centres.
  • Duplicate lead records — without deduplication controls, duplicate entries were distorting pipeline data and impacting reporting accuracy.
  • Manual Proforma Invoice generation — creating PIs was a fully manual process, requiring staff to cross-reference deal data, generate documents by hand, and update records separately.
  • Disconnected communication systems — telephony, email, and calendar tools operated in silos, giving teams no unified view of customer interactions or sales activity.
  • Limited real-time business analytics — without dashboards or live reporting, leadership had no visibility into lead conversion, city-wise performance, or broker activity in real time.

How We Solved It

CRM Masters designed and implemented a fully customised Zoho CRM solution tailored to Awfis's operational structure — 22 modules, multi-system integrations, automated workflows, and a migration of 1.8 million records, all delivered with zero business downtime.

01
22 Custom CRM Modules Configured
We configured and customised 22 modules to support Awfis's operations — including Leads, Contacts, Accounts, Deals, Active Centres, Brokers, Leases, Cities, Buildings, Referrals, Vendors, and Broker Commissions — creating a single centralised platform for all customer, operational, and sales data.
02
Centre Assignment Automation
A custom Centre Assign button was built within the Lead module, enabling users to instantly allocate leads to the right Active Centre based on city and location — eliminating manual coordination across a 200+ centre network.
03
Lead Management Enhancements
We implemented dynamic mandatory field validation, mobile number masking for selected user profiles, a controlled lead conversion process, automated product-category mapping, and duplicate lead detection — significantly improving data quality across the pipeline.
04
Proforma Invoice Automation
A custom workflow automates PI creation end-to-end: when a Deal reaches a designated stage, customer data is automatically pushed to the invoicing system, a Proforma Invoice is generated, and the PI number is synced back into Zoho CRM — removing the process from manual hands entirely.
05
Workflow Automation & Communications
Additional automations were built for lead unqualified notifications, broker commission creation, standardised email templates, and WhatsApp communication templates — ensuring consistent, timely communication across teams and clients.
06
Multi-System Integrations
We integrated Zoho CRM with Exotel (click-to-call, call logging, recording), Microsoft Outlook (two-way email sync), Office 365 & Microsoft Teams (calendar, meetings, collaboration), and the accounting platform (automated PI sync) — giving teams a 360° view of all customer interactions in one place.
07
Zoho Analytics Dashboards
Custom dashboards were built covering lead source analysis, conversion tracking, broker commission monitoring, city-wise performance, micro-market reporting, and sales performance — supported by 20+ custom widgets deployed directly within Zoho CRM.
08
Data Migration at Scale
CRM Masters migrated approximately 1.8 million records — Leads, Contacts, Accounts, Deals, Brokers, Active Centres, and Leases — from legacy systems and spreadsheets into Zoho CRM, with full cleansing, deduplication, validation, and reconciliation. Zero business downtime was maintained throughout.

What Changed After Go-Live

The implementation delivered significant operational improvements across Awfis's sales, broker management, and business operations — providing a scalable foundation for continued national growth.

Lead assignment speed Automated centre allocation replaced manual coordination across 200+ locations
Instant
Data quality Duplicate prevention, mandatory field validation, and deduplication controls
Significantly improved
Proforma Invoice generation Manual PI process replaced with automated end-to-end workflow
Fully automated
Records migrated Legacy data moved with full cleansing, deduplication, and zero downtime
1.8 million
Real-time reporting 20+ dashboards and widgets for leadership visibility across all cities
Live dashboards

"CRM Masters demonstrated a deep understanding of our operational requirements and delivered a CRM solution tailored to our business. The implementation helped us centralise processes, automate workflows, and improve visibility across our sales operations."

AW
Awfis Space Solutions
Flexible Workspace · India
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Vishal Aggarwal

Vishal Aggarwal is the Director/CEO at CRM Masters Infotech, with over 22 years of experience driving business growth through strategic ERP and CRM solutions. Specializing in Zoho and Salesforce, he helps businesses automate sales processes, improve efficiency, and achieve scalable growth with customer-focused, data-driven strategies. His expertise serves clients across industries such as manufacturing, retail, finance, real estate, and education, empowering organizations to optimize operations and maximize ROI.