Sand and aggregate suppliers · CRM
Keep every builder, site and balance in one place, not on a loader's phone.
A CRM for a sand and aggregate supplier is a shared record of builders, sites, orders and balances that the whole office can read. GullySales works on choosing a simple tool, setting its fields to your trade and getting the loader and clerk to use it.
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.
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Sales and marketing for sand and aggregate suppliers, the overview.
Last updated 18 Oct 2026.
For sand and aggregate suppliers
Where it usually goes wrong, and what we would do.
“The phone is the database and it walks out with the loader”
When the builder's number and the last order sit on one person's mobile, a resignation takes the customer list with it. A shared register is the first protection against losing regulars.
“A builder has several sites and a CRM must know it”
One contractor can have a villa in one town, a block in another and an RMC contract elsewhere. Records need a builder and a list of sites under it, or the history is scattered.
“Credit is part of the customer record”
If the balance sits in the accounts book and the order in the CRM, nobody sees both at once. The loader dispatches to a builder who has not paid because the screen does not show it.
“A tool nobody opens is worse than a notebook”
A complex system loses to the loader's habit. A small set of fields, filled in at the time of the order and checked every evening, is better than a long form completed later.
What we do
What we deliver for sand and aggregate suppliers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A builder and site record
Name, phone, sites, materials bought, last order and persona type for each buyer.
Result: A new clerk can see a builder's full history.
Order entry in a few fields
Material, quantity, site, tipper and time, entered when the order is taken.
Result: Every order has a record before the tipper leaves.
A credit field beside the order
Balance and limit shown on the same screen as the new order.
Result: The order desk sees the balance before dispatch.
Reminders for repeat buyers
A prompt when a regular builder has not ordered for longer than usual for them.
Result: The owner sees which regulars have gone quiet.
Training for the loader and clerk
A short session and a one-page guide in the language the office speaks.
Result: The people who take orders can use the tool.
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 sand and aggregate suppliers.
- River sand and sand-substitute suppliers
- M-sand suppliers
- 20 mm and 40 mm aggregate suppliers
- GSB, WMM and road base suppliers
- Suppliers to RMC and block plants
- Tipper fleets that deliver to sites
- Suppliers with a stock yard in the city
- Suppliers selling filling earth and gravel
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 tool will you use?
Can it connect to my accounts software?
Who owns the data?
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 sand and aggregate suppliers
Everything else we would do for you.
Closest to this: leads and follow-up
Also for sand and aggregate suppliers
Or start from the overview: sales and marketing for sand and aggregate suppliers.
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.