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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.

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

A warehouse manager leads a business buyer through the packing area

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 warehousing and fulfilment providers

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

Read the full CRM implementation and customisation page

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

Not for

It is not the right fit if.

  • Your sales team is two people who sit together and recall every brand, so a system would add typing only.
  • The costing lives in a spreadsheet that nobody has agreed to move, and the record would hold a different number.
  • The owner has not decided who maintains the data, and entries would stop after the first busy fortnight.

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
Our team will not update it. What then?
Cut the fields to the ones a costing needs, and make the record the only place anyone looks for a quote. In your sales review, open the record on screen and ask the manager to speak from it, not from memory.
Most conversations happen on WhatsApp. How do they reach the record?
After any call or chat that changes a deal, write one line: what was agreed and what happens next. Do not paste whole chats. Save the number under the brand's name so the chat can be found.
Who owns the data if a business development manager leaves?
Your company. Keep records in an account the company owns, with a director holding the admin login. Contacts held only on one person's phone leave with that person.
Should operations see the record?
Give them read access from the point a costing is accepted, so the handover sheet and the original assumptions sit in one place. Keep commercial negotiation notes to the people who need them.
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.

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