Skip to content
GullySales
Tell us what you need

LegalTech startups · CRM

Track the firm, the people in it and the trial, not a flat list of leads.

A CRM for a LegalTech startup is the shared record of every firm or legal team you talk to, the people inside it, what they tried and what they said. GullySales works on how that record is structured and kept, so a trial that goes quiet is seen by someone.

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 saas and software companies at work in the United States

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 LegalTech startups

Sales and marketing for LegalTech startups, the overview.

Last updated 18 Oct 2026.

For LegalTech startups

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

  • “A firm is not one contact”

    The partner who liked the demo, the associate who used the tool and the clerk who asked about uploads are three records under one firm. A flat lead list loses the link, and nobody sees that only the partner ever logged in.

  • “Trials need their own stages”

    Signed up, first session held, three tasks tried, active in week two and paid are different states. A CRM with only open and closed shows nothing of what happened between the demonstration and the quiet.

  • “Practice area decides what you say next”

    A litigation firm and an IP desk need different follow-ups. If the record does not store practice area, city and team size, every message reads as general and gets ignored.

  • “Lost reasons vanish unless someone writes them down”

    A firm leaves over storage, price or associate resistance. If the reason is not recorded when it happens, product and sales argue about it from memory later.

What we do

What we deliver for LegalTech startups.

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

  1. A CRM structure by firm, person and trial

    Fields and stages for practice area, role, trial status and usage.

    Result: You can see each firm and who in it has used the product.

  2. Trial stages that match adoption

    Stages from signup through the first-week tasks to paid use.

    Result: A stalled trial is visible at its stage.

  3. A lost-reason list kept at the point of loss

    A short pick-list completed when a deal closes or goes quiet.

    Result: Reasons for loss can be counted.

  4. Source and referrer fields

    Where each firm came from, including the company secretary or CA who sent them.

    Result: You can see which referrer sends firms that pay.

  5. A review routine for stalled trials

    A short agreed routine for looking at stalled trials, set by your team.

    Result: Someone is named for each stalled trial.

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 LegalTech startups.

  • Case and practice management software startups for litigation firms
  • Contract drafting, review and clause-library startups
  • E-discovery and document search startups for corporate legal teams
  • Compliance tracking startups for company secretaries and CFOs
  • Online legal service platforms for company registration, notices and agreements
  • Legal research and judgment-summary startups
  • Dispute resolution and online mediation startups
  • IP filing and trademark monitoring 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. 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
Which CRM should we use?
A tool your team will actually update. Zoho CRM, HubSpot and a well-built spreadsheet all work if the fields and stages are right. We set the structure first and match it to the tool.
Can the CRM connect to the product's usage data?
Your product can send events such as logins and tasks to the CRM. We define which events matter, and your engineers decide how to send them.
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 LegalTech startups

Everything else we would do for you.

Closest to this: leads and follow-up

Also for LegalTech startups

Or start from the overview: sales and marketing for LegalTech 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.

Tell us what you need