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Financial planning firms · CRM

Keep every family, every partner and every review in one place.

A CRM for a planning firm is a single record of each family, with both partners, the goals discussed, the stage of the engagement and the next review date. GullySales works on setting up the fields, the stages and the habits so the record is used.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of banks at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for financial planning firms

Sales and marketing for financial planning firms, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For financial planning firms

Where it usually goes wrong, and what we would do.

  • “The record is a household, not a person”

    A plan covers two partners and sometimes children and parents. A CRM that stores one name per lead loses the second decision maker and the context of the plan.

  • “Review dates are the business”

    A lapsed review is a lapsed client. Putting the next review date on each record, with a reminder to the planner, protects the relationship that the plan fee started.

  • “Notes must not hold sensitive documents”

    A planner holds identity and account details. The CRM should record the stage and the conversation, while documents stay in a place your compliance adviser has approved.

  • “A tool that nobody opens is a cost”

    A spreadsheet that is kept beats a package that is ignored. The right size of tool is the one the planner and the assistant will update after every call.

What we do

What we deliver for financial planning firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Household record layout

    Fields for both partners, the goals discussed, the source of the lead and the stage of the engagement.

    Result: Each family has one record with both partners on it.

  2. Stage definitions

    A short list of stages from enquiry to signed engagement to review, with a plain rule for each move.

    Result: Everyone uses the same words for the same stage.

  3. Review-date reminders

    A rule that sets the next review date on each record and shows what is due.

    Result: The planner sees which families are due a conversation.

  4. Source and outcome tally

    A view showing where each family came from and whether they signed.

    Result: The owner can read enquiries against engagements.

  5. A short handover note for the team

    One page explaining how to log a call and where documents belong.

    Result: A new assistant can follow it without being told.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these financial planning firms.

  • Certified financial planners running individual practices
  • Planning firms for young dual-income families
  • Doctors, engineers and other professionals with irregular income, served by a specialist planner
  • Planning practices for business-owning families
  • NRI families who still hold Indian assets and need someone here
  • Fee-only planning firms charging a flat plan fee
  • Single women and divorced clients starting over
  • Planning desks attached to a CA or insurance practice

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should a planning firm use?
One that you will update after every call, that your compliance adviser accepts for client data and that fits your budget. We start with your process and then match a tool, and a spreadsheet may be enough at first.
Can the CRM hold client documents?
Check with your compliance adviser and the tool's current terms before storing any identity or account document. We design the record to hold stages and notes, with documents kept in an approved place.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for financial planning firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for financial planning firms

Or start from the overview: sales and marketing for financial planning firms.

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