Steel traders · CRM
Keep every buyer, quote and credit limit in one record the whole yard can read.
A CRM for a steel trader is one register of buyers with their sections, quotes, orders, delivery town and credit position. Today that record lives in a salesman's phone. GullySales works on setting up the fields, the routine to fill them and the views the owner reads.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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.
Last updated 18 Oct 2026.
For steel traders
Where it usually goes wrong, and what we would do.
“The buyer's memory should not leave with the salesman”
What a workshop buys, when it reorders and who answers the phone is known to one person. When that person moves on, the account goes cold. A register keeps the knowledge with the yard.
“A quote without a record gets lost”
A rate goes out on a call and nobody notes it. When the buyer returns, the yard cannot say what was quoted. A quote entered with section, quantity, rate and date lets a follow-up start from facts.
“Credit belongs next to the sales record”
A salesperson who sees the buyer's overdue next to the enquiry will not push a fresh order without a word to the owner. Keep limit, outstanding and the last payment in the same view.
“A long form kills a register”
A form of thirty fields will not be filled on a busy yard. Start with a few: buyer, contact, sections, last order, quote, credit, next call. Add fields only when a person asks for the answer.
What we do
What we deliver for steel traders.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A buyer register
Buyer, contact, delivery town, main sections, last order and next call, in one sheet or tool.
Result: Any salesperson can open a buyer and see the history.
A quote log
Each quote with section, quantity, rate, mill and date, linked to the buyer.
Result: The yard can say what was quoted to whom.
A credit and overdue view
Limit, outstanding and the last payment per buyer, shown beside the sales record.
Result: The owner reads volume and overdue together.
A follow-up list
Buyers due a call, sorted by the date the salesperson set.
Result: Every quote has a next step with a date.
Handover notes
A routine for passing a salesperson's accounts to another with notes attached.
Result: A change of salesperson does not lose the account history.
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.
Who it is for
This is written for these steel traders.
- Fabricators and engineering workshops
- Builders and contractors buying TMT bars and structural sections
- PEB and structural steel companies
- Re-rollers and small manufacturers who buy coils and billets
- Pipe and tube users in water, plumbing and agriculture projects
- Vehicle body builders and trailer makers
- Machine shops that buy plates and rounds
- Retail steel shops in towns that restock from your stockyard
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
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.
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.
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.
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.
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.
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
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do we need paid software?
Can the CRM link to our accounting software?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for steel traders
Everything else we would do for you.
Closest to this: leads and follow-up
Also for steel traders
Or start from the overview: sales and marketing for steel traders.
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.