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Surface treatment companies · CRM

Keep every enquiry, trial lot and approval in one place a supervisor can read.

A CRM for a surface treatment company is a single record of each buyer, enquiry, sample lot and approval, kept where the whole team can see it. GullySales works on setting up the fields, the stages and the habits that keep that record true.

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.

Realistic editorial illustration of cnc machining 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 surface treatment companies

Sales and marketing for surface treatment companies, the overview.

Last updated 18 Oct 2026.

For surface treatment companies

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

  • “The record lives in one person's phone”

    Enquiries come by call, WhatsApp and email, and the quote history sits in the head of whoever took the call. When that person is on leave, the buyer waits and the trial lot goes unanswered.

  • “A trial lot is a pipeline of its own”

    A sample goes out, the engineer sends it to the end customer, and approval may take a long time. Without a record of the lot, the date and the clearance awaited, nobody knows when to ask.

  • “Repeat buyers need a part history”

    A buyer returning with a part you treated last year expects the same bath, the same thickness and the same packing. A record of past lots and their process settings saves the team from starting again.

  • “A heavy system will not be used”

    A supervisor on the shop floor will not fill thirty fields. A record with the few fields that matter, process, alloy, size, status and next step, gets used, and a larger one gets abandoned.

What we do

What we deliver for surface treatment companies.

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

  1. Fields set for surface treatment

    Fields for process, alloy, size, thickness, colour, quantity and approval status, kept to what your team will fill in.

    Result: A record that captures a quotable enquiry.

  2. A stage list from enquiry to repeat order

    Stages such as enquiry, quote, trial lot, awaiting clearance, approved and repeat, defined with your team.

    Result: Every buyer sits at a stage everyone can see.

  3. A trial lot register

    A view of sample lots with the engineer, part, process and clearance awaited.

    Result: You know which lots to chase.

  4. Part history for repeat buyers

    The process and settings used for each part family, linked to the buyer.

    Result: A returning part is quoted from its record.

  5. Import of existing enquiries

    Past enquiries and quotes from sheets and chats brought into the first version of the record.

    Result: Your history is in the new record from the first day.

  6. A short guide for your team

    One page on what to enter, when, and who checks it.

    Result: A habit your staff can follow without training sessions.

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

Who it is for

This is written for these surface treatment companies.

  • Anodising shops for aluminium parts, hard and decorative
  • Phosphating and black oxide shops for steel and fasteners
  • Passivation and pickling shops for stainless steel
  • Chemical conversion coating on aluminium
  • Anti-rust and oil coating treatment for steel parts
  • PVD and vacuum coating studios
  • Descaling and rust removal units for fabricated and cast parts
  • In-house surface treatment units that take outside work

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

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 always. A simple tool, even a well-set shared sheet, can serve a shop at first. We recommend a tool by how many people use it and what it must connect to.
Who keeps the data accurate?
One named person per shift, the supervisor or the person quoting. We design the record so entering data takes less effort than recalling it later.
Can it hold customer documents?
It can link to the documents you issue, such as certificates and process flows. We suggest keeping the master copy where your quality person controls it.
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 surface treatment companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for surface treatment companies

Or start from the overview: sales and marketing for surface treatment 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.

Tell us what you need