Skip to content
GullySales
Tell us what you need

Investment advisory firms · CRM

Keep every investor, referrer and talk attendee in one record you can find.

A CRM for an advisory firm is the single record of each investor, referring professional and event attendee, with where they came from and what was last said. GullySales sets up the fields, stages and reminders so the practice runs on records and not on one person's memory.

Tell us what you needor call +91 80958 58589

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 investment advisory firms

Sales and marketing for investment advisory 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 investment advisory firms

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

  • “Introductions need a memory”

    A chartered accountant who sent a client a year ago should hear from you when that client signs. Without a record of who introduced whom, the thanks never goes out, and the next introduction takes longer to arrive.

  • “Client details are sensitive”

    Names, holdings and family circumstances sit in whatever tool you pick. Decide where that data lives, who may open it, and check your own data-protection duties with your adviser before anything is imported.

  • “A stage list shows where interest stalls”

    Enquiry, first meeting, summary sent, agreement signed and onboarding complete are different places to lose a prospect. A CRM that lists them shows which stage loses the most people, so you fix that one.

  • “A spreadsheet holds until a second person joins”

    One adviser can keep a sheet in their head. When an associate or an assistant starts answering enquiries, the sheet stops telling the truth, and prospects get two replies or none.

What we do

What we deliver for investment advisory firms.

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

  1. Fields for an advisory practice

    Source, referrer, investor type, reason for the enquiry, stage and next step, set up so nothing is typed twice.

    Result: Every record shows where the person came from and what happens next.

  2. A register of referrers

    Each accountant, lawyer and client who introduces someone, with the introductions logged and the thanks sent, kept apart from any payment.

    Result: You can see who introduced whom without relying on memory.

  3. Stages from enquiry to onboarding

    A short pipeline matching how your practice works, with a clear meaning for each stage.

    Result: A glance shows how many prospects sit at each stage.

  4. Reminders for the next step

    A reminder attached to each record for the call, the summary or the pending document.

    Result: No prospect sits without a named next action.

  5. Access rules and a data note

    A written list of who can open which records, with a note on which holdings data stays outside the CRM.

    Result: The team knows what is stored where and who can see it.

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 investment advisory firms.

  • Individual SEBI registered investment advisers working with salaried professionals
  • Fee-only advisory firms serving doctors, lawyers and other practising professionals
  • Business owners and promoters with surplus cash looking for a second view
  • NRI advisory practices handling Indian investments for families abroad
  • Flat-fee practices and practices that charge on assets under advice
  • Portfolio review and second-opinion specialists
  • Employees holding ESOPs and stock compensation
  • Small advisory firms that also run financial education workshops

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
Do we need a paid CRM?
A small practice can start with a well-built sheet and move when a second person needs it. Decide by whether reminders are being missed, not by what the tool costs.
Should portfolio details go in the CRM?
Keep the CRM for relationship and stage information. Holdings and documents belong in whichever system your compliance adviser approves for client records. Mixing the two widens the group of people who can see sensitive data.
How do we record a referral without paying for it?
Log who introduced the investor, the date and the thank-you you sent, and attach no payment to the record. Rules on advisers' fees and conflicts limit referral payments, so confirm your position with your compliance adviser.
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 investment advisory firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for investment advisory firms

Or start from the overview: sales and marketing for investment advisory firms.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need