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Last-mile delivery companies · CRM

Keep every seller, trial and rate discussion in one record instead of in riders' phones.

A CRM for a last-mile delivery company is a single record of every seller, brand and platform contact, with the trial, the rate discussed and the next call. GullySales works on setting up the fields, the stages and the habit of entering each call so that the record is used.

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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 last-mile delivery companies

Sales and marketing for last-mile delivery companies, the overview.

Last updated 18 Oct 2026.

For last-mile delivery companies

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

  • “Accounts live in the dispatcher's memory”

    Who sends how many parcels, who pays late and who was promised a rate lives in a few heads. When that person is off or leaves, the account history goes with them.

  • “A trial is a sales stage, not a favour”

    A seller who tries three orders and hears nothing afterwards is lost. The record should show every trial, the date, the volume and the follow-up call, so no trial passes unremarked.

  • “Remittance disputes belong beside the account”

    Cash-on-delivery delays are the quickest way to lose a client. Noting each dispute against the account lets sales see the trouble before pitching an extension.

  • “Different buyers need different stages”

    A shop owner moves from call to trial to regular account. A brand moves through capability note, reference check, pilot and contract. One pipeline for both hides where each buyer stalls.

What we do

What we deliver for last-mile delivery companies.

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

  1. Fields and stages set for your trade

    Pin codes, parcels expected, vehicle type, cash-on-delivery need and trial status, set up as fields.

    Result: A new enquiry is entered in the same format every time.

  2. Two pipelines

    One for small sellers and one for brands and platforms, each with its own stages.

    Result: You can see where each kind of buyer waits.

  3. Import of current accounts

    Existing accounts, contacts and rates moved from sheets and phones into the record.

    Result: Your current accounts appear in one list.

  4. A simple entry habit for the team

    A short guide on what to log after a call and a check on whether it is happening.

    Result: The record shows who logged what and when.

  5. Views for the owner

    A list of trials awaiting a call, accounts with remittance disputes and the share of volume from top clients.

    Result: The owner opens one screen to see where to call today.

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

The fields a delivery company needs on every seller record.

Parcels per week and pin codes
Filled by whoever makes the first call and updated after the trial. It lets the owner rank sellers by volume and see which hub the work lands on.
Trial start date and orders sent
Filled by dispatch. It shows which trials are running and which have ended without a call, so each one reaches a follow-up.
Agreed rate and its conditions
Entered by the owner. It stops a promised rate living in one person's memory and settles disputes about what was agreed.
Cash on delivery balance and last remittance date
Updated by accounts. It puts a remittance dispute beside the account before the next sales call.
Pipeline: shop, brand or platform
Chosen at entry. It sends a shop down the quick path and a brand down the longer one with capability note and references.

Who it is for

This is written for these last-mile delivery companies.

  • Hyperlocal delivery services for restaurants, bakeries and florists
  • Pharmacy and medicine delivery partners
  • Parcel delivery companies serving D2C brands in a city
  • Furniture, appliance and bulky goods delivery operators
  • Grocery and quick commerce delivery fleets
  • Delivery companies working on marketplace and platform contracts
  • Same-day intra-city courier services for businesses
  • Rider fleets run by franchisees of national delivery networks

Not for

It is not the right fit if.

  • Your dispatch team enters nothing today, so a CRM would stay empty until someone is asked to own the habit.
  • You have not decided who owns the account history when the dispatcher leaves, and the record needs a named keeper.
  • You are looking for a replacement for dispatch software, which a sales record is not.

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
Which CRM should a delivery company use?
Choose one your team will really open. Several tools in ordinary use in India suit this, and the best is the one that fits your budget and that dispatchers can enter into from a phone.
Can riders or dispatchers update it?
Yes, if the entry is short. A form with a few fields filled from the phone is realistic. Long forms are skipped, so keep only what you will use.
Is this the same as our dispatch software?
No. Dispatch software runs orders and riders. A CRM holds the sales relationship with each account. They can share data later, but they answer different questions.
Should rider and route data live in the CRM?
No. Route and rider data belong in your dispatch software, which handles live orders. The CRM holds the seller, the trial and the rate. Link the two by seller name or ID so a salesperson can see the volume without opening dispatch.
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 last-mile delivery companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for last-mile delivery companies

Or start from the overview: sales and marketing for last-mile delivery 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.

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