Warehousing and fulfilment providers · CRM
Record the SKU count and the start date before you forget which brand wanted what.
A CRM for a warehousing provider is the single record of each brand from first enquiry to live client: what it ships, what was quoted, who visited and why it signed or went quiet. GullySales sets up the fields, the stages and the habits, so a weeks-long proposal does not live in one person's memory.
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.
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Sales and marketing for warehousing and fulfilment providers, the overview.
Last updated 6 Oct 2026.
For warehousing and fulfilment providers
Where it usually goes wrong, and what we would do.
“The costing sits on one person's laptop”
When the business development manager is on leave nobody knows which version reached the brand, or what volumes it assumed.
“A brand's profile never reaches operations”
Sales promised same-day dispatch for a catalogue of fragile items, and operations hears about it at go-live because nothing was written at the handover.
“Lost deals leave no reason”
A brand chose a cheaper provider. Was it price, location, systems or a late reply? With no reason on file the next quote is written the same way.
What we do
What we deliver for warehousing and fulfilment providers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A brand record that holds what a quote needs
SKU types, dimensions, storage conditions, order volume and peak, platforms, pin codes, returns wishes and start date, in fields rather than free text.
Result: Costings are built from the record, not from memory.
Stages that match how a deal moves
Enquiry, data received, costing sent, site visited, pilot, contract and live, each with the one thing that moves a brand to the next.
Result: You see where brands stall.
A sales-to-operations handover sheet
One page created at signing: what was promised, the inbound plan, the integration needed and a named contact on the client side.
Result: Operations starts with the promises sales made.
A reason list for lost brands
A short list chosen at closing, such as price, location, systems, capacity or timing, with the rival's name when known.
Result: Patterns in losses become visible.
Renewal and growth fields on live clients
Contract end, minimum commitment, volume trend and next review date, with an account owner.
Result: Renewals and expansion are conversations you start.
Old enquiries moved in
Enquiries from WhatsApp, email and diaries entered once with source and status, and duplicates merged.
Result: The record begins with what you already know.
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.
What to record, and when
What a warehousing provider should record about every brand, and whether a CRM is needed yet.
- What they ship and how it is stored
- Record SKU types, carton sizes, weights and whether stock is fragile, expiring or needs a cool room. These facts decide racking and cost before a rate is discussed.
- Order volume, peak and where it ships
- Write orders a day in an ordinary period, the festival multiple the brand expects and the main pin codes. Ask for a sample order file rather than a description.
- Platform and systems
- Note Shopify, Amazon, Flipkart or an own site, the order management or ERP tool and the courier partners. Integration needs surface here, not at go-live.
- Quote version and its assumptions
- Keep the costing sent, its date, and the volume and returns assumptions behind it. When the brand returns you can re-run it instead of guessing.
- Site visit and who came
- Record the date, the names and what each person asked. The finance head's question and the operations head's question decide different things.
- Do you need software yet?
- A shared sheet works while one or two people handle a short list of brands. Move to a CRM when proposals overlap, a second person takes enquiries or you cannot say which quote a brand holds.
Who it is for
This is written for these warehousing and fulfilment providers.
- Third-party warehousing providers
- Ecommerce fulfilment centres
- Cold chain and temperature-controlled warehousing
- Bonded and customs warehousing
- Distribution centres for FMCG and retail
- Shared and on-demand warehousing platforms
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.
Our team will not update it. What then?
Most conversations happen on WhatsApp. How do they reach the record?
Who owns the data if a business development manager leaves?
Should operations see the record?
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?
From the blog
Further reading for warehousing and fulfilment providers.
5 min read · 6 Oct 2026How warehouse providers follow up after a site visitAfter a prospect walks your warehouse the sale is still open. Send a written costing for what they asked, name each person who decides and give them a reason to reply.
6 min read · 6 Oct 2026How shippers pick a provider for the first loadPlants and online sellers test new logistics providers on one lane, one route or one product line. This post explains what the trial tests, what vendor forms ask and what decides the next load.
5 min read · 6 Oct 2026How buyers shortlist a property or construction firmProperty and construction buyers take a name from a broker, an architect, a bank or a relative before they see your ad. This post covers who gives that name and what keeps you on the list.
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Or start from the overview: sales and marketing for warehousing and fulfilment 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.