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Water treatment solutions providers · CRM

Your record is a register of plants and their water, not a list of people.

A CRM for a water treatment company holds the site, its water source and test results, the plant installed with its capacity and make, the commissioning date, and when the membrane, resin or salt falls due. GullySales agrees those fields and gets the service team filling them after every visit.

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 water treatment solutions providers 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 water treatment solutions providers

Sales and marketing for water treatment solutions providers, the overview.

Last updated 5 Oct 2026.

For water treatment solutions providers

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

  • “The plant outlives the person who bought it”

    The softener at a garment unit in Peenya will still be running when the manager who signed for it has changed jobs twice. Keep the site, the capacity, the make and the commissioning date against the address, and the account survives the people.

  • “The water analysis file is the best prospecting list in this business”

    Source, hardness and dissolved solids for every site you have ever tested tells you which streets and which industrial blocks have bad borewell water. Nobody else in your city has that, and most companies throw it away.

  • “Consumable due dates are revenue sitting in a technician's head”

    Membrane, resin and salt come due on their own clock whatever anybody remembers. If those dates are not on the record, the customer notices the water has changed before you do and rings a local technician.

  • “Who specified you belongs on the record”

    Consulting engineer, builder, facility manager or an existing customer. Without that field you cannot tell which relationship produced this year's orders, so you keep visiting the wrong people.

What we do

What we deliver for water treatment solutions providers.

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

  1. A site record built around the address

    Water source, test results, plant type, capacity, make, commissioning date and contract status held against the property rather than the contact.

    Result: The account does not walk out with the facility manager.

  2. Consumable due dates on a working list

    Membrane, resin, cartridge and salt schedules recorded at commissioning and updated at every service visit.

    Result: Your team calls before the water changes.

  3. Service call history in the same record

    Every complaint, visit, part replaced and resolution logged where sales can read it before a renewal conversation.

    Result: Nobody quotes a renewal without knowing what went wrong last year.

  4. A searchable file of water test results

    Every analysis you have taken, indexed by locality and source, so a pattern across an area can be seen and used.

    Result: Prospecting starts from data you already own.

  5. Source recorded as a named referrer

    The consulting engineer, builder or customer behind each enquiry entered at the point it arrives.

    Result: You can rank the relationships that actually bring work.

  6. A short entry the technician completes on site

    A handful of fields filled in before he leaves, rather than a form he is asked to remember at the end of the week.

    Result: The record stays current enough to trust.

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 water treatment company should record about every site, plant and visit, and whether software is needed yet.

Plant type, capacity and make
Record whether it is an RO plant, a softener or an effluent plant, its capacity in LPH, and the make. A service visit then starts with the right membrane or resin in the van.
AMC type and dates
Mark whether the contract covers labour only or labour with spares, and the start and end dates. Call for renewal before the end date, not after the plant has stopped.
Pollution Control Board consent and test dates
For effluent plant clients, record the consent validity and the date the next outlet sample is due. A client who misses it blames the contractor, so show it on the account.
Who pays and who uses
In an apartment the association pays and residents complain. Record the committee contact and the plant operator separately, with start dates.
Complaint category
Log each complaint as taste, smell, low flow, leakage or tripping. A category repeating across sites points to a part or a water source, not to the customer.
Do you need software yet?
A sheet is enough for a dealer with a modest customer list and one service van. A CRM pays when AMC renewals, several vans and consumable schedules cannot be read from one list.

Who it is for

This is written for these water treatment solutions providers.

  • Residential water purifier and softener dealers
  • Apartment and gated community water treatment providers
  • Industrial effluent treatment plant providers
  • Commercial RO plant suppliers
  • Borewell water treatment specialists
  • Hotel and hospitality water treatment providers
  • Swimming pool water treatment companies
  • Packaged drinking water plant manufacturers

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

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

    Enquiries by source, reply time, conversion and cost per order, 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 reply time, a follow-up sequence, the page buyers land on 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.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • Premier Marketing

    Situation
    The old site could not keep up with the business. There was no way to update content or add products as the range grew.
    What we did
    • Brand identity settled
    • Core pages designed
    • Product pages that scale
    • Blog pages
    Result
    No numbers were recorded for this engagement. The work is described in full in the case study.
    Read the case study

Also worked with

Chord Road Hospital · Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

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
What must the technician enter after a service visit?
What he found, what he changed, the next due date and the reading if he took one. Four things, done on site. Ask for a paragraph and you will get nothing, and the next engineer to visit that plant will arrive knowing as little as he did.
Do we need software, or will a spreadsheet do?
A spreadsheet is fine for one town and a few hundred sites, provided one person owns it and the due dates are actually worked. The decision that matters is which fields you keep, not which tool holds them. Get the fields right first and the tool becomes a small question.
Can borewell test reports be stored in the CRM?
Keep the report file in a shared folder named by site and date, and record the key readings and the report link in the CRM. The record then searches by hardness or source, and the original stays unchanged.
A housing society changes its committee every year. How do we keep the contact right?
Record the society as the account and the office bearers as contacts with start dates. Add a prompt to confirm contacts after the annual general meeting. The service contract is with the society, not with the secretary.
How do we compete against unbranded local installers on price?
Show the running cost over five years, not just the plant price. Membrane life, salt use, power and reject water add up, and a facility manager can compare those. A cheaper plant with no service record loses once the committee sees the whole picture.
Should we publish the water test reports from our installations?
Yes, with the customer's permission. A before-and-after report showing TDS and hardness against the IS 10500 drinking water limits is the proof a committee trusts. We remove the address unless the customer agrees to be named.
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.

From the blog

Further reading for water treatment solutions providers.

All articles

More for water treatment solutions providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for water treatment solutions providers

Or start from the overview: sales and marketing for water treatment solutions providers.

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