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Personal shopping services · CRM

Keep each client's sizes, tastes and occasions where you can find them in a minute.

A CRM for a personal shopper is the record of every client, their briefs, sizes, budgets and the occasions still to come. GullySales works on a simple record that fits how you already work on WhatsApp, and on the fields that matter to a brief.

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 handyman explains a cabinet repair to a homeowner

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 personal shopping services

Sales and marketing for personal shopping services, the overview.

Last updated 18 Oct 2026.

For personal shopping services

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

  • “Your best data is buried in chats”

    A client's blouse size, dislike of green and sister's wedding date sit in a thread from last year. When the same client writes again, you scroll for ten minutes or ask them again and look careless.

  • “One client has several people attached”

    A family may include a mother, a bride, a cousin abroad and a tailor. A record that holds one name and one number loses the picture. The record should link the people to the occasion they belong to.

  • “A spreadsheet works until the season starts”

    Wedding months bring many briefs at once. A list with no stage column leaves you unsure which brief has had options sent, which is waiting for an advance and which is waiting on a courier.

What we do

What we deliver for personal shopping services.

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

  1. A client record built around the brief

    Fields for occasion, date, budget, sizes, colours to avoid, people involved and delivery address, filled from the WhatsApp brief form.

    Result: Every brief has the same fields filled.

  2. Stages from enquiry to delivered

    A short run of stages, such as brief taken, options sent, approved, advance paid, bought, shipped and delivered.

    Result: You can see at a glance where each brief stands.

  3. A taste and size note for each client

    A separate page of what the client likes, wears and avoids, kept current after every brief.

    Result: A returning client's note is ready before they write.

  4. Dates that prompt a message

    Occasion dates and festival seasons entered so you know whom to write to and when.

    Result: A list of clients to contact comes from the record.

  5. A move from chats to the record

    A plain routine for copying the facts from a thread into the record at the end of each brief.

    Result: Facts stay in the record after the chat scrolls away.

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 personal shopping services.

  • Wardrobe and styling consultants for working women and men
  • Wedding and trousseau shoppers for families
  • Buyers for NRIs sending clothes and gifts to relatives in India
  • Gift sourcing for festivals and corporate occasions
  • Errand-style help for senior citizens and housebound clients
  • Home furnishing and decor shoppers
  • Personal shoppers inside boutiques and malls
  • Wholesale-market buyers who pick stock for small resellers

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  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.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM tool should I use?
One you will open daily. A sheet or a simple contact tool is enough for a small number of clients. We choose with you after seeing how you work, and move to a larger tool only when needed.
Is it safe to store client addresses and sizes?
Keep the record with you, on a device or account you control, and share only what a task needs. Collect only what a brief requires. Ask a legal adviser about data rules that apply to your business.
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 personal shopping services

Everything else we would do for you.

Closest to this: leads and follow-up

Also for personal shopping services

Or start from the overview: sales and marketing for personal shopping services.

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