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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.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Steel mills: show a real physical business scene illustrating Enquiries, quotations and orders. Log each enquiry by grade, section and tonnage, quote from your own price list, and commit orders only to dispatch slots the mill can meet.

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 steel traders

Sales and marketing for steel traders, the overview.

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Read the full CRM implementation and customisation page

Fields worth keeping

These are the fields a steel buyer register needs beyond a name.

Buyer type and what they buy
Chosen by the person at the counter, such as fabricator buying angles and channels, so the yard can send stock news to the right buyers.
Credit limit and outstanding
Set by the owner and updated from the ledger by the accounts clerk, so a salesman sees at once whether a new load needs approval.
Quote, rate and validity date
Entered by the salesman when the quote goes out, which lets the owner see which quotes are stale and which rates were given.
Last order and tonnage
Filled from the invoice, so a buyer who has not ordered in a while can be called with a reason.
Weighment disputes
Noted by the yard manager with the date and outcome, so the next quote to that buyer is handled with the history in view.

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

Not for

It is not the right fit if.

  • The accounts clerk and the sales staff keep separate books and will not agree a single buyer list yet.
  • Your salesmen would have to type long forms after every call, so a register would fall out of use.

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
Do we need paid software?
Not at the start. A well-built sheet can hold the register while you learn what fields you use. Move to a CRM tool when the number of buyers and people makes the sheet hard to manage.
Can the CRM link to our accounting software?
It depends on the tools. GullySales looks at what you use and what can be exported. Credit and invoices are your accounts team's data, so the register should read from them and not replace them.
Should the register hold buyers' GST numbers?
Yes, where the buyer has given one for invoicing, and let accounts own the field. Having the number against the buyer saves a clerk asking again at each order. Keep it visible only to the people who invoice, since it is business data.
Who keeps the register after a salesman leaves?
The owner, with a named person for each buyer assigned the same day. A salesman who leaves with the buyers in a personal phone takes the trade with them. Agree at hiring that all buyer contacts go into the register, and review it when someone resigns.
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 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.

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