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Skill development NGOs · CRM

Keep every trainee, employer and funder in one record the whole team can read.

A CRM for a skilling NGO is a shared record of trainees, employers and funders, with who spoke to whom and what is due next. GullySales sets up the fields, the stages and the habits so the register survives staff changes.

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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 ngos 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 skill development NGOs

Sales and marketing for skill development NGOs, the overview.

Last updated 18 Oct 2026.

For skill development NGOs

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

  • “The placement officer's phone is the database”

    When the person who knows the employers leaves, the contacts leave too. A shared record with the last hire and last call keeps the relationship with the centre.

  • “Trainees and employers need different stages”

    A trainee moves from enquiry to visit to joined to placed to followed up. An employer moves from introduced to visited to hired to repeat. One list cannot hold both.

  • “A funder asks for records on a date”

    When a CSR team asks who is working six months later, a register that already holds start dates and follow-up notes answers without a week of phoning.

  • “A sheet can work if it has rules”

    A well-kept sheet is better than an unused system. What matters is the same columns, one owner for each row and a habit of updating after every call.

What we do

What we deliver for skill development NGOs.

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

  1. Three linked records

    Trainees, employers and funders, each with the fields that matter to it, linked by trade and batch.

    Result: The team sees a trainee and the employers for that trade side by side.

  2. Stages with an owner

    Each stage names the person who moves the record forward.

    Result: Every row shows who must act next.

  3. A follow-up field for placed trainees

    Employer, role, start date and a later check-in note.

    Result: The placement record answers a funder's question.

  4. A short guide for counsellors

    One page on how to fill each field, in the language the team uses.

    Result: Entries look alike whoever makes them.

  5. A choice of tool, not a forced one

    A shared spreadsheet or a tool in ordinary use in India such as Zoho CRM or HubSpot, chosen to fit your team's habits.

    Result: The team uses the tool because it matches how they work.

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 skill development NGOs.

  • Vocational training centres for tailoring, beauty and handicrafts
  • IT and computer literacy training NGOs
  • Retail, hospitality and service-sector skilling centres
  • Construction trades such as masonry, plumbing and electrical
  • Women's livelihood and enterprise training programmes
  • Youth employability and spoken English centres
  • Training NGOs for people with disabilities
  • Rural and tribal skilling programmes
  • Driver, security and healthcare assistant training

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 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.

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 first. A shared sheet with fixed columns serves a small centre. Move to a CRM when more than a few people edit it and the rows start to conflict.
Who should be allowed to see trainee data?
Only those who need it, and with the trainee's knowledge of what is kept. Data rules differ, so check with your own adviser about consent and storage.
How do we keep the register up to date?
Make updating part of the call: the counsellor writes the note before the next call begins. A register filled in later is a register left empty.
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 skill development NGOs

Everything else we would do for you.

Closest to this: leads and follow-up

Also for skill development NGOs

Or start from the overview: sales and marketing for skill development NGOs.

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