Skip to content
GullySales
GullySales
Tell us what you need

Social enterprises · CRM

Keep every enquiry, quote and sample in one record with a named owner.

A CRM for a social enterprise is the single record of every buyer enquiry, quotation, sample and repeat order, whatever channel it came from. GullySales works on the fields, the stages and the habits that keep that record current.

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.

NGO coordinators planning project staffing and volunteer deployment in a programme office

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 social enterprises

Sales and marketing for social enterprises, the overview.

Last updated 18 Oct 2026.

For social enterprises

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

  • “Enquiries come in from too many places”

    A stall card, an Instagram message, a marketplace query and a call from a hotel buyer all land in different phones. Without one record, nobody knows which are still open.

  • “Compliments and orders look alike in a notebook”

    A list of names collected at an exhibition mixes admirers with buyers. A record that holds the need, the quantity and the date separates the two.

  • “The anchor customer's history lives in one head”

    When the person who handles the main buyer is away, nobody knows the last quote, the pending sample or the preferred delivery dates. A record carries that memory.

  • “Funders ask for sales next to outcomes”

    A report that joins revenue from buyers with the work done for producers needs both sets of figures in one place, labelled the same way every time.

What we do

What we deliver for social enterprises.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. Fields and stages

    A short list of fields for buyer, product, quantity, value, source and stage, with stages from enquiry to repeat order.

    Result: A record every team member fills in the same way.

  2. Import of existing contacts

    A clean-up of scattered lists from sheets, phones and cards into the one record.

    Result: One list with duplicates removed and each contact tagged by buyer type.

  3. Owner and next step on every row

    A rule that no enquiry exists without a name against it and a dated next action.

    Result: No row sits without a person responsible.

  4. Order and repeat-buyer view

    A view of orders by buyer, product and date, showing who has ordered again and who has gone quiet.

    Result: You can list the buyers due a call before a festival.

  5. A sales and outcome sheet

    A report that places sales beside the producer-side records you already keep, in one layout.

    Result: A sheet you can hand to a funder or investor on request.

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

The fields a social enterprise needs to run orders and relationships on one list.

Buyer type
Filled by whoever takes the first contact. It lets you separate gifting desks, retailers and shoppers when you plan a season.
Decision-maker and role
Name the person who approves, and the contact who asks. It shows who to call when a quote has gone quiet.
Product and quantity
Entered from the enquiry. It lets the producers check capacity before they commit.
Maker team assigned
Which unit or group will make the order. It lets the owner see which team is loaded and which can take more.
Sample sent and outcome
Date sent and what the buyer said. It stops the same sample going twice and shows which items convert.
Repeat order flag
Set when a buyer reorders. It tells you which gifting desks to approach before the next festival.

Who it is for

This is written for these social enterprises.

  • Artisan and craft collectives selling to retail and gifting
  • Rural producer and farmer enterprises
  • Enterprises employing people with disabilities
  • Women-led enterprises in food, textiles and recycling
  • Training-linked enterprises that supply uniforms or services
  • Waste, recycling and clean energy enterprises
  • Fair-trade food and organic product brands
  • Social cafés, bakeries and catering units

Not for

It is not the right fit if.

  • Nobody will fill it in after a call, and the notebook will remain the real record.
  • The makers' contact data would be mixed with buyers', and you have no rule on who may see what.
  • You have fewer than a handful of live buyers and a sheet would be enough.

Before you decide

Agree the work. Know how to judge it.

CRM for social enterprises: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

List the records your team uses and show how an enquiry becomes an order today. Bring examples of duplicate entries, missing owners, and reports that require manual correction.

Make the scope clear

Agree the stages, required fields, access roles, and integrations before configuring the system. Separate software subscriptions from setup, data work, and training.

Check the work in use

Ask the people who will use the CRM to complete a real handover and find the next action without help. Check that the management report can be traced back to individual records.

Know when to change course

If the process is unclear, buying a more complex CRM adds more places for confusion. Start with the minimum fields and rules the team can use consistently.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

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

    Sales journey agreement

    Your sales lead explains how an enquiry becomes an order, using open deals as examples. We agree which steps belong in the CRM and identify decisions needing your approval.

  2. 2

    Configuration approval

    You approve stage definitions, required fields, ownership rules, and access. Unresolved choices are settled before configuration starts.

  3. 3

    Test environment decision

    We confirm whether your plan provides a trial copy or separate pipeline. Where neither is available, changes to the live system need an agreed approach before work proceeds.

  4. 4

    Connection and rule checks

    Enquiry connections are checked before automations are activated separately. Your nominated owner verifies where records arrive and which person receives each task.

  5. 5

    Sales team acceptance

    The people handling enquiries test open deals from entry through closure. Required corrections are resolved before you approve the switch.

  6. 6

    Switch and ownership handover

    The agreed configuration goes into use, and your CRM owner receives the final record. Any post-switch corrections included in the scope are documented before handover closes.

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
Which CRM tool should we use?
One the team will actually open every day. A well-kept sheet beats an expensive tool nobody updates, and we can move you to a tool once the habits exist.
Can the makers see the record?
Only what they need, such as order quantities and dates. Buyer details and prices stay with the sales team.
What about personal data?
Collect only what you need, tell people why, and keep it safe. Check the current rules for personal data with your adviser.
Can the same record hold sales and outcome data for a funder?
Keep them side by side but separate. A funder wants documented outcomes, and a buyer relationship needs its own fields. Mixing them risks showing a buyer's details in a report. Decide who may see each field, and store only data you have the person's consent to hold.
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 social enterprises

Related work to consider.

Closest to this: leads and follow-up

Also for social enterprises

Or start from the overview: sales and marketing for social enterprises.

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