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GullySales
GullySales
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Plumbers · CRM

Keep every household, flat and landlord you have served where you can find them.

A CRM for a plumber is a simple record of each customer, the job done and the next time to contact them. GullySales works on a sheet or light tool you will actually open on a busy day.

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 plumbers

Sales and marketing for plumbers, the overview.

Last updated 18 Oct 2026.

For plumbers

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

  • “The number lives in a call log nobody reads”

    Customer details sit in a phone history that scrolls away. Without names, localities and jobs written down, a past customer is just an unknown number.

  • “Landlords and societies need account notes”

    An owner of several flats has a history: which flat, which fault, who approved. Without notes, you ask the same questions again and the owner starts to wonder.

  • “A tool that needs a laptop will not be used”

    A plumber on a ladder fills in a form only if it opens on the phone in a few taps. Anything heavier gets abandoned within days.

  • “Customer data is personal”

    Addresses and phone numbers belong to households. A shared notebook passed between helpers or an open spreadsheet exposes them, so access needs thought.

What we do

What we deliver for plumbers.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. A phone-friendly customer sheet

    One row per household with name, locality, job done, date, source and next reminder, built to be filled in two minutes.

    Result: Every job leaves a record behind it.

  2. A call log with outcomes

    Each call marked as answered, missed, visit booked, job won or lost, with a short reason.

    Result: You can see where calls fall away.

  3. Account pages for landlords and societies

    A grouped record of flats, past faults, approvals and billing contacts for each property owner or society.

    Result: You can answer a landlord without asking again.

  4. Reminders linked to the season

    A date field and a simple rule for whom to message before summer and before the rains.

    Result: Past customers are messaged on a schedule you chose.

  5. Simple access rules

    A short note on who can see and edit the sheet, and how customer data is kept private.

    Result: Customer details stay with the people who need them.

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

Fields worth keeping

What a plumber's customer sheet should hold so a visit can be repeated.

Building and flat
Filled by you after the visit. It lets you recognise a second call from the same block and plan two visits on one trip.
Fault and fix
One line on what was wrong and what was changed. It lets you answer a callback without asking the customer to explain again.
Parts fitted
Brand and size of taps, valves and pipes you left in the flat. A repeat fault is checked against what you installed.
Concealed work notes
Where a pipe runs behind tiles, noted from your own opening. It saves an opening the next time and proves the earlier work.
Who approved the quote
Name of the owner, tenant or committee member who agreed. It settles a later argument when the bill is disputed.
Date of the next check
A date you set for a tank, pump or society round. It turns a reminder from a memory into a list you can work through.

Who it is for

This is written for these plumbers.

  • Independent plumbers working from a two-wheeler and a toolbag
  • Small plumbing teams of three to six with a helper and a van
  • Bathroom and kitchen fitting specialists
  • Leak detection and concealed pipe repair specialists
  • Drain cleaning and blockage clearing services
  • Water heater, pump and tank connection installers
  • Plumbers on maintenance retainers for apartment societies and landlords
  • Plumbers who take jobs through home-service apps and want direct customers

Not for

It is not the right fit if.

  • You do not yet write down a customer's name and flat after a visit, so a sheet would be empty from the start.
  • Your helper cannot reach the sheet from a phone, so it would be filled in once and then left alone.
  • You hold records on paper that you rely on and that work, so a new sheet would only double the writing.

Before you decide

Agree the work. Know how to judge it.

CRM for plumbers: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

List the records your team uses and show how an enquiry becomes an order today. Bring examples of duplicate entries, missing owners, and reports that require manual correction.

Make the scope clear

Agree the stages, required fields, access roles, and integrations before configuring the system. Separate software subscriptions from setup, data work, and training.

Check the work in use

Ask the people who will use the CRM to complete a real handover and find the next action without help. Check that the management report can be traced back to individual records.

Know when to change course

If the process is unclear, buying a more complex CRM adds more places for confusion. Start with the minimum fields and rules the team can use consistently.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

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

    Sales journey agreement

    Your sales lead explains how an enquiry becomes an order, using open deals as examples. We agree which steps belong in the CRM and identify decisions needing your approval.

  2. 2

    Configuration approval

    You approve stage definitions, required fields, ownership rules, and access. Unresolved choices are settled before configuration starts.

  3. 3

    Test environment decision

    We confirm whether your plan provides a trial copy or separate pipeline. Where neither is available, changes to the live system need an agreed approach before work proceeds.

  4. 4

    Connection and rule checks

    Enquiry connections are checked before automations are activated separately. Your nominated owner verifies where records arrive and which person receives each task.

  5. 5

    Sales team acceptance

    The people handling enquiries test open deals from entry through closure. Required corrections are resolved before you approve the switch.

  6. 6

    Switch and ownership handover

    The agreed configuration goes into use, and your CRM owner receives the final record. Any post-switch corrections included in the scope are documented before handover closes.

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
Is a spreadsheet enough?
Yes, for a small team. A well-kept sheet beats an unused paid tool. Move to a dedicated tool only when the sheet stops serving you.
Can my helper update it?
Yes, if the form is short and the fields are clear. Agree which fields they fill and who checks the entries.
What should I never store?
Do not store payment details or anything the customer did not give you for the job. Keep only what you need to serve them, and delete what you do not.
Should I keep a photograph of every job in the sheet?
Keep a photograph where a repair is hidden, such as a pipe behind tile or a joint under a floor. These settle an argument and guide the next visit. Leave out photos that show a home's contents or a person, and delete any that a customer asks you to remove.
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 plumbers

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Also for plumbers

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