Skip to content
GullySales
Tell us what you need

NBFCs · CRM

Give every loan file an owner, a source and a next step in one record.

A CRM for an NBFC is the system where each enquiry becomes a file with a source, an owner, a stage and a next action until it is disbursed or closed. GullySales works on the fields, stages and rules that make the record trustworthy, whichever software you use.

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.

A loan officer explains paperwork to a customer at a lending office

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 NBFCs

Sales and marketing for NBFCs, 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 NBFCs

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

  • “Files live in several places at once”

    The caller has a sheet, the branch has a register and the loan system has the sanctioned cases. No single view shows where a file stands, so the same borrower is called twice and another is forgotten.

  • “The source field is empty or wrong”

    If the source reads Other on the files, the commission and ad spend decisions are guesses. A mandatory source, picked from a short list at entry, is the cheapest fix a lender can make.

  • “Stages are named differently by each team”

    Sales says logged in, credit says under process, operations says pending disbursal. A shared stage list, agreed once, lets a manager see the real pipeline and the real drop-off between stages.

  • “Access and personal data need care”

    A CRM holds identity papers, income proofs and phone numbers. Who can see, export and edit these is a compliance matter, and a spreadsheet on a personal phone is the weakest place to keep them.

What we do

What we deliver for NBFCs.

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

  1. A field and stage design

    The fields every file must carry, the stage names and the rule for moving from one to the next.

    Result: Every team reads the same pipeline.

  2. A source list with partner names

    A fixed list of sources, including each DSA and dealer, picked at entry.

    Result: Cost per disbursal can be read by source and partner.

  3. An owner and next-action rule

    Every open file has a named person and a dated next step, with a view of files that have neither.

    Result: No file waits without an owner.

  4. Set-up inside your existing CRM or a new one

    Configuration of what you use, or a recommendation if nothing fits, with imports of current open files.

    Result: The team keeps working in one place.

  5. Role-based access

    A view of who can see, edit and export, drawn up with your compliance and IT leads.

    Result: Borrower data sits behind clear permissions.

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 NBFCs.

  • Vehicle and two-wheeler finance NBFCs working through dealers
  • MSME and business loan NBFCs working through DSAs
  • Home loan and loan against property housing finance companies
  • Consumer durable and personal loan NBFCs
  • Gold loan NBFCs with a branch-led model
  • Microfinance NBFCs working with groups of women borrowers
  • Digital lending NBFCs partnering with apps and platforms
  • Infrastructure and equipment finance NBFCs selling to businesses
  • Regional NBFCs opening branches in a new district

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
We already have a loan management system. Is that enough?
It records sanctioned loans well. The gap is before sanction: enquiries, calls and partner files. We connect the two views instead of replacing the system.
Which CRM do you recommend?
The one your team will fill in. We compare your needs, number of users and integrations before naming a tool, and we do not take a commission from any vendor.
Can partners enter files directly?
Yes, where you want it. A partner login or a shared form feeds the register with the source set, and your team decides who sees what.
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 NBFCs

Everything else we would do for you.

Closest to this: leads and follow-up

Also for NBFCs

Or start from the overview: sales and marketing for NBFCs.

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