HRTech startups · CRM
Track each company, each decision maker and each trial in one place.
A CRM for an HRTech startup is the record of companies, the people inside them and where each stands, from first enquiry to live customer. GullySales sets up the fields, stages and views so that a deal with several decision makers is visible to everyone selling.
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 HRTech startups
Where it usually goes wrong, and what we would do.
“A deal has several people, and the record has one”
The HR manager, owner and finance head each hold part of the decision. A record with one contact loses the rest when that person goes quiet. Each company needs its users, signer and blocker listed.
“Trial and free-plan activity sits outside the CRM”
What a user did inside the product tells the caller when to ring. If that activity never reaches the CRM, the caller phones blind. Link the product events that matter to the company record.
“Go-live is a stage, not a signature”
Some deals look won at signature and stall at implementation. A CRM that stops at signed hides the customers who never went live. Add stages that cover setup, first payroll run and steady use.
“Segments need their own pipelines”
A factory cluster, an office segment and a staffing agency sell differently. A single pipeline blurs the stages and the numbers. Separate pipelines or tags keep the comparison honest.
What we do
What we deliver for HRTech startups.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Fields and stages designed with the sales team
A short list of fields and stages drawn from how your deals actually move, without unused clutter.
Result: A setup the team agrees matches how they sell.
A decision-maker map in each record
A place for user, signer, finance contact, consultant and blocker, each with their last contact.
Result: A company record that shows who has not yet been reached.
Product activity linked in
A link between trial and free-plan events and the company record where your tools allow.
Result: Callers see what a user did before the call.
Go-live stages
Stages after signature that mark data imported, first payroll run and steady use.
Result: A report showing where signed customers are stuck.
Views for each role
Saved views for callers, founders and onboarding staff showing only what each needs.
Result: Each person opens the CRM to their own list.
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 HRTech startups.
- Payroll and statutory compliance startups for small and mid-sized companies
- Attendance, shift and field-workforce tracking startups
- Applicant tracking and hiring-platform startups
- Blue-collar and gig-worker hiring platform startups
- Employee engagement, recognition and survey startups
- Employee benefits, wellness and reimbursement startups
- Learning and skills platform startups for companies
- Background verification and onboarding startups
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
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.
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.
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.
Step 2
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Which CRM should we use?
Can you move our existing data?
Who keeps the CRM updated?
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 HRTech startups
Everything else we would do for you.
Closest to this: leads and follow-up
Also for HRTech startups
Or start from the overview: sales and marketing for HRTech 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.