PropTech startups · CRM
Keep developers, brokers, landlords and tenants in one record without mixing them up.
A CRM for a PropTech startup is a single record of every developer, broker, landlord and home seeker, with the stage each one has reached. GullySales works on the fields, the stages and the habits that keep that record true for all four audiences.
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 PropTech startups
Where it usually goes wrong, and what we would do.
“A spreadsheet per side hides the overlap”
A broker can also be a landlord, and a landlord can be a tenant elsewhere. Four separate sheets lose that. One record per person, with a type field that can hold more than one value, keeps the link visible.
“Developer deals have a long, named path”
A developer moves from first call to demonstration, to a pilot, to a contract, with several people involved. The CRM records each contact's role and the last thing promised, so a quiet deal is chased with context.
“Broker activity is the real status”
Sign-up is not adoption. The record that matters is listings added and the date of the last one. A broker who signed up and never listed needs a call, and the CRM should surface that without anyone searching.
“Site visits are an event, not a note”
A booked visit, its confirmation, its reminder and its outcome belong to the lead and the listing together. Kept as free text in a notes column, they cannot be counted, so no-shows stay invisible.
What we do
What we deliver for PropTech startups.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A single record with audience types
A person or company record that can carry more than one role, with fields set for each.
Result: One record per person, with every role they hold.
Stages for each audience
Developer, broker, landlord and home seeker pipelines, each with its own stages and exit reasons.
Result: Four pipelines, each with named stages and reasons for leaving.
Broker listing activity fields
Fields for listings added, the date of the last listing and the reason for a drop-off.
Result: A view that lists brokers who signed up and have not listed.
Site visit tracking
Visit booked, confirmed, attended or missed, linked to the lead and the listing.
Result: A count of attended and missed visits by listing.
Import and clean-up of current data
Existing sheets and portal exports merged into the CRM with duplicates removed.
Result: One clean list in place of several sheets.
Team habits written down
Rules on who updates what and when, so the record stays true after the first month.
Result: A one-page rule sheet the team has read and agreed.
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 PropTech startups.
- Property listing and discovery platform startups
- Rental and co-living platform startups
- Property management software startups for landlords and housing societies
- Developer CRM and sales automation startups
- Construction-tech and project management startups for builders
- Home loan and property documentation startups
- Virtual tour, 3D and drone survey startups
- Fractional and co-investment property platform startups under a regulated structure
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 a PropTech startup use?
Can the CRM connect to our product?
Should developer clients' data go into our 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 PropTech startups
Everything else we would do for you.
Closest to this: leads and follow-up
Also for PropTech startups
Or start from the overview: sales and marketing for PropTech 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.