FinTech startups · CRM
Keep one record of each prospect from first contact to first transaction.
A CRM for a FinTech startup is the shared record of every prospect, agent visit, KYC stage and first transaction. Without it, field sales, support and marketing each hold a piece. GullySales sets up the stages and fields in a tool your team already uses, such as Zoho CRM or a plain sheet.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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.
Last updated 18 Oct 2026.
For FinTech startups
Where it usually goes wrong, and what we would do.
“The drop-off point is the most useful fact”
If a record shows a merchant stopped at document upload, the call-back has a purpose. Without the stage, the caller asks a stranger why they never finished.
“Field agents keep records in their phones”
A visit noted on an agent's notebook or chat never reaches the office. The founder then cannot say which agent brought who, or what was promised on the spot.
“Partner leads need their own pipeline”
A bank or NBFC conversation takes meetings, documents and approvals across months. Forcing it into the merchant pipeline hides where the deal is stuck.
“Consent has to travel with the record”
A number collected for one purpose should not be used for another. The record needs a field for what the person agreed to, so marketing and support respect it.
What we do
What we deliver for FinTech startups.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A pipeline for each buyer type
Separate stages for merchants, finance teams and partners, named in your team's own words.
Result: Each buyer type has stages that match how it really buys.
A stage record for onboarding
Fields for installed, started KYC, finished KYC, first transaction and the point of drop-off.
Result: A drop-off record the callers work from.
Agent entry made simple
A short form or chat flow an agent fills in on the phone after each visit.
Result: Agent visits appear in the record the same day they are entered.
Owner and next-step rules
Every record carries a named owner and a next action with a date.
Result: No prospect sits without someone responsible.
A consent field and import clean-up
A field for permission given and a clean import of the lists you already hold.
Result: One list without duplicates, each with a note of permission.
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.
Who it is for
This is written for these FinTech startups.
- Payment gateway and UPI collection startups for small merchants
- Digital lending and credit-line startups working with an NBFC or bank partner
- Accounting, invoicing and bill-payment tools for MSMEs
- Expense, payout and corporate-card startups for finance teams
- Wealth and investing app startups working under a licensed entity
- Neobanking and salary-account startups for gig and blue-collar workers
- Remittance and cross-border payment startups for exporters
- Regtech and KYC infrastructure startups selling to banks
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
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.
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.
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.
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.
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.
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
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do we need a paid CRM?
Can the CRM connect to our app data?
Who should own the CRM?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for FinTech startups
Everything else we would do for you.
Closest to this: leads and follow-up
Also for FinTech startups
Or start from the overview: sales and marketing for FinTech startups.
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.