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Relocation companies · CRM

Keep every employer, contact and pilot in one record that outlasts an HR head.

A CRM for a relocation company is the shared record of employers, the people inside them, the moves handled and the panel applications in progress. GullySales works on setting up that record so domestic and international teams see the same account.

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 freight and transport companies 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 relocation companies

Sales and marketing for relocation companies, the overview.

Last updated 18 Oct 2026.

For relocation companies

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

  • “A change of HR head puts a place at risk”

    When the person who knew you moves on, the relationship goes with them unless it is recorded. A CRM that holds each contact, the history of moves and the date of the last conversation lets you start the new head's introduction from facts.

  • “Domestic and international teams do not talk”

    A client discussing Pune moves with one team never hears about your London service. One account record, visible to both teams, shows what the employer already buys and what has not been offered.

  • “A move is a project with many parties”

    A single transferee involves the employer, the family, the partner abroad and the housing agent. The record needs the move as well as the account, or the sales team cannot tell a happy pilot from a troubled one.

  • “Panel applications repeat”

    Every RFP asks about insurance, data protection and references. Storing the answers and the documents against the account stops each bid being written afresh and keeps the answers consistent.

What we do

What we deliver for relocation companies.

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

  1. Account and contact records

    Employers, the owner of the relocation policy in each, other contacts and the date and subject of the last conversation.

    Result: A new colleague can read the account without asking around.

  2. A shared view across teams

    One record for domestic and international business, with fields showing which services each employer already uses.

    Result: Both teams see the same employer history.

  3. Pilot and panel stages

    Stages from listed to contacted, met, pilot, panel application and standing arrangement, each with the next step and an owner.

    Result: The sales head sees where every account stands.

  4. Move notes against the account

    A short record of each move handled: what was planned, any difficulty and how it ended, with transferee details limited to what is needed.

    Result: Sales conversations draw on how past moves went.

  5. A document store for bids

    Company details, insurance, data protection practice and reference answers attached to a record.

    Result: A bid draws from one set of approved answers.

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 relocation companies.

  • IT services and global capability centres posting staff across India and abroad
  • Manufacturing and engineering firms moving plant managers
  • Banks, insurers and consulting firms with regular transfers
  • Multinational subsidiaries in India with inbound expatriates
  • Universities and research bodies bringing in visiting staff
  • Startups making their first senior hire in another city
  • Government and public sector undertakings with posting rules
  • Individuals paying for their own overseas move

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 should we use?
Use one your team will open every day. Common tools in India include Zoho CRM, HubSpot and Salesforce. We recommend based on your size, existing tools and who will maintain it, not the brand.
How much transferee data should the CRM hold?
Only what is needed to run the move and serve the employer. Treat personal data with care, restrict who sees it and check your own data protection obligations with your adviser.
Will staff actually use it?
Only if it replaces a sheet or a chat they already keep. We set up fields to match how your coordinators and sales people work, and keep the number of required fields small.
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 relocation companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for relocation companies

Or start from the overview: sales and marketing for relocation companies.

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