Skip to content
GullySales
Tell us what you need

Payment service providers · CRM

Keep every merchant's path from enquiry to first payment in one record.

A CRM for a payment service provider records each merchant from first contact through documents, activation, integration and first live payment. GullySales sets up the stages, fields and views so field, support and onboarding teams read the same record.

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 fintech representative demonstrates a payment terminal to a shopkeeper

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 payment service providers

Sales and marketing for payment service providers, 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 payment service providers

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

  • “A pipeline that ends at signup hides the real stall”

    The delay happens after the form is signed. A CRM with stages only up to signup shows a healthy pipeline while merchants wait for activation with nobody tracking them.

  • “Field executives record in their own notebooks”

    The merchant's shop, the promise made and the document still missing sit in a notebook or a chat. The activation team starts from nothing and asks the merchant again.

  • “One merchant can have several contacts”

    The owner signs, the accountant sends documents and the developer integrates. A CRM that allows one contact per merchant loses two of the three people the onboarding depends on.

  • “Reasons for a stall are more useful than counts”

    Knowing how many files wait is less useful than knowing why: an unclear document, a failed check, a missing integration step. The record has to capture the reason, not only the stage.

What we do

What we deliver for payment service providers.

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

  1. Merchant pipeline stages

    Stages from enquiry to documents, review, activation, integration and first payment, with an owner for each.

    Result: Every merchant sits at a named stage with a named owner.

  2. Fields for stall reasons

    A short list of reasons chosen when a merchant waits, such as missing document or integration pending.

    Result: You can count merchants by the reason they are waiting.

  3. Multi-contact merchant records

    Links between a merchant and its owner, accountant and developer, each with their role.

    Result: Every person involved in a merchant's go-live is on the record.

  4. Mobile entry for field executives

    A simple form for recording a visit, a promise and a document checklist from the shop.

    Result: Visits reach the activation team as structured entries.

  5. Views for field, onboarding and support

    Saved views so each team sees the merchants it must act on.

    Result: Each team opens one screen and sees its own work.

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 payment service providers.

  • Payment aggregators and gateways for online sellers and platforms
  • UPI QR, soundbox and card machine providers for shops and restaurants
  • Payment link and invoice collection providers for small sellers
  • Merchant acquiring resellers and sales partners
  • Payout and vendor payment platforms for marketplaces and businesses
  • Bill payment and recurring collection providers for fees and subscriptions
  • Cross-border payment providers for exporters and freelancers
  • Providers that serve a single sector, such as schools, clinics or logistics

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 to buy new software?
Not necessarily. We set up the pipeline in the tool you already use where it can hold the stages. If it cannot, we help you compare options and leave the choice to you.
Who keeps the CRM updated?
The people who touch the merchant. We design entries to be short so field and onboarding staff can update them without extra effort, and we review whether they are kept current.
Is merchant data safe in a CRM?
Merchant documents and identity details are sensitive. Decide with your compliance and security teams what is stored, who can see it and where it sits, and keep documents out of casual chat.
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 payment service providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for payment service providers

Or start from the overview: sales and marketing for payment service providers.

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