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Public relations agencies · CRM

Track every pitch from first meeting to signed retainer and renewal.

A CRM for a PR agency is one record of each prospect, proposal, client and renewal. GullySales sets it up around sector, decision makers and stage, so a pitch made in spring is still followed in the summer.

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.

A communications team reviewing briefing material and media references

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 public relations agencies

Sales and marketing for public relations agencies, the overview.

Last updated 22 Oct 2026.

For public relations agencies

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

  • “Pitches pass through several readers”

    A founder shows the document to a marketing head, a finance head and an investor. Without a record of who has seen it, nobody knows whom to follow. Record each reader and the date the document reached them, and follow the one who has gone quiet.

  • “Referral sources need tending”

    Investors, lawyers and past clients send names. If nobody records who sent what, thanks are forgotten and the source fades. Log who introduced each prospect and when they were thanked, so referrers continue to send names.

  • “Renewals are sales”

    A retainer comes up for review and a client weighs it against another agency. A record of what was delivered and what was said makes the conversation easier. Keep a note of what was delivered during the retainer, so the review meeting starts from your record.

  • “Past clients move on”

    A communications head who leaves takes a relationship to a new company. A record that tracks people as well as firms lets you follow them. Record job moves among your contacts and follow them to the new company with a short note.

What we do

What we deliver for public relations agencies.

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

  1. Fields for agency sales

    Sector, announcement date, decision makers, service wanted and stage, kept in a simple tool.

    Result: Each record describes the real opportunity.

  2. Stages from first meeting to renewal

    Meeting, proposal, committee, signed, in delivery, review, renewal, each with an owner.

    Result: You can see where every client stands.

  3. Proposal tracking

    Who received the proposal, who has questions and when the next contact is due.

    Result: No proposal is left without a follow-up date.

  4. Referrer and alumni records

    Investors, lawyers, past clients and moved contacts with the last conversation noted.

    Result: You can see who deserves a call.

  5. Renewal prompts

    A reminder ahead of each retainer review so the conversation starts before the buyer begins to compare.

    Result: Renewals are raised by you, not by the client.

  6. Reminders for stalled proposals

    A prompt that raises any proposal with no contact for a period you choose, assigned to a named person.

    Result: Stalled proposals surface on their own.

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 public relations agencies.

  • Funded startups and scaleups, from seed to late stage
  • Hospitals, clinics and diagnostic chains
  • Real estate developers launching projects
  • D2C and consumer brands entering new cities
  • Professional firms such as law, accounting and consulting practices
  • Educational institutions and edtech firms
  • Listed and unlisted mid-sized corporates
  • Founders building a personal profile

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
Do we need paid software?
Not always. A shared sheet works for a small agency. We suggest a tool by team size and use, naming only those in ordinary use in India.
What about client confidentiality?
Keep announcement details out of notes until the client releases them, limit who can open records and check data obligations with your own adviser. Limit the people who can open client records.
Who keeps it updated?
One named person per stage. We keep fields few so that updating takes moments, and set a rule for what must be entered before a proposal counts as sent.
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 public relations agencies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for public relations agencies

Or start from the overview: sales and marketing for public relations agencies.

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