Skip to content
GullySales
Tell us what you need

Contract logistics providers · CRM

Keep every RFQ, assumption and contract date in one record the company owns.

A CRM for a contract logistics provider holds the RFQ, the data received, the assumptions behind each price, the visits and the contract dates, so a bid that runs for months survives a change of bid manager. GullySales sets up those fields and the stages, then adds each contract anniversary as the next sale.

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 logistics manager and client review a warehouse dispatch

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 contract logistics providers

Sales and marketing for contract logistics providers, the overview.

Last updated 6 Oct 2026.

For contract logistics providers

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

  • “The bid lives in a shared drive and a spreadsheet”

    Three versions of the pricing file sit in different folders. Nobody is sure which one went to the client.

  • “The contract ends and sales did not know”

    The anniversary, the notice period and the re-tender date were in the contract, which sat with legal. Sales heard when the client announced a tender.

  • “Operations knows the account and sales has only the phone numbers”

    The site head holds the contact at the client's plant, the history of every incident and the next expansion. None of it is in a record sales can see.

What we do

What we deliver for contract logistics providers.

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

  1. An opportunity record with logistics fields

    Service, location, volume range, SKU count, ERP, decision date, source and the people involved, held centrally.

    Result: Any bid manager can pick up an opportunity halfway through.

  2. Stages that match a bid

    RFI, qualified, site visit, design and price, proposal, clarification, award, transition and live, with a reason required before any bid is closed as lost.

    Result: The pipeline reads the way a contract is won.

  3. Contacts by role

    Supply chain head, procurement, finance, plant head and consultant recorded separately, with who has seen the site.

    Result: You know who has not been reached.

  4. Linked documents

    The RFQ, the data received, the assumptions register, each version of the price and the clarification log, tied to the opportunity.

    Result: The latest version is found in a minute.

  5. Contract and site dates

    Start, anniversary, notice period, escalation and the expected re-tender date for every live contract, with an owner for each renewal.

    Result: Renewals start from the record and not from a notice.

  6. Lost bids with the winner

    Why a bid was lost, who won it and what the buyer said, kept for the next review.

    Result: Losing teaches the next bid.

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

What to record, and when

What a contract logistics provider should record about each RFQ and contract, and whether software is needed yet.

The source and the first contact
Write who sent the RFI, through which route and on what date. The record decides which sources earn their effort, and memory loses that argument.
The data received, and what is missing
List each file the client sent and each item promised. A price built on missing data should show as such, before it goes anywhere.
Who decides, and who has seen the site
Name the supply chain head, procurement, finance and any consultant, and note who has visited. A bid stalls at the person who has not seen the floor.
The version of the price and who approved it
Save every version with the assumptions behind it and the approval. When a client queries a number, the answer comes from the record.
Contract dates after the award
Enter the start, anniversary, notice period and escalation date for each client. The renewal starts from these dates.
Do you need software yet?
A few live bids can run from a shared sheet with a rule on who edits it. Several sites, bid managers and consultants need a proper CRM, because versions and dates cannot sit in one person's file.

Who it is for

This is written for these contract logistics providers.

  • Dedicated warehousing for manufacturers
  • In-plant and line-side logistics for auto and engineering plants
  • Inbound milk-run and supplier pickup operators
  • FMCG and consumer durables distribution centres
  • Pharma and healthcare 3PLs with temperature-controlled storage
  • Retail and ecommerce replenishment operators
  • Spare parts and aftermarket logistics
  • Reverse logistics and returns processing

Not for

It is not the right fit if.

  • Your operations heads will not update a record, and a CRM would hold only the sales side.
  • You run a handful of bids a year and a shared sheet holds all they need.
  • No one has agreed who owns the data if the vendor changes.

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

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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
Can we run bids from Excel and a shared drive?
For a handful of bids, yes, if one person owns the tracker and every version of the price is saved with a date and an approver. The trouble starts with several bid managers. At that point, move the tracker into a CRM before a wrong version reaches a client.
Our operations heads will not update a CRM. What works?
Ask them for as little as possible: the visit note and the assumptions, entered once. Make the record the only place an assumption is signed off. Anything a site head told a bid manager on WhatsApp but never wrote down stays outside the price.
Site managers coordinate with clients on WhatsApp groups. How does that reach the record?
Keep operational groups for operations. When a message changes volumes, adds a SKU line or raises a complaint, the account owner copies the point into the client record the same day. The group stays as it is, and the record holds the commercial facts.
Who owns the data if the CRM belongs to a vendor?
You do, and the contract should say so, with a way to export everything. Client contacts are personal data, so check where the vendor stores it and who can see it. Ask for the export before you sign, not at renewal.
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.

From the blog

Further reading for contract logistics providers.

All articles

More for contract logistics providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for contract logistics providers

Or start from the overview: sales and marketing for contract logistics 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.

Tell us what you need