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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.

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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 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

Fields worth keeping

Keep these fields on every employer record so a change of HR head costs you nothing.

Policy owner and previous owner
Filled by the salesperson on each contact change, so you can write to the new HR head with knowledge of what their predecessor used.
Panel status
Listed, contacted, met, in pilot or on panel, set by the account owner, which lets the sales head see which accounts have stopped moving.
Destinations posted to
Added by the coordinator after each move, so a new enquiry about Pune or London is matched with your past work there.
Pilot transferee outcome
Written by the coordinator after the move, covering what went well and what the HR team said, as input for the pilot review conversation.
Bid documents submitted
Filed by whoever writes the response, so the next panel questionnaire starts from the last answers rather than a blank 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

Not for

It is not the right fit if.

  • Staff already keep employer notes in personal sheets and no one has agreed to move them, so a new system would sit empty.
  • You have a handful of employers and one person who knows them all, so a record adds effort before it adds protection.

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 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.
Should the transferee's family details be in the CRM?
Keep only what the move needs, such as the school grade and arrival date, and keep it separate from the employer record that sales sees. Family details are personal data, so limit who can open them and delete them when the engagement ends.
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.

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