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Water testing laboratories · CRM

Keep every enquiry, bottle and report in one record the whole lab reads.

A CRM for a water testing laboratory is one record linking the enquiry, the quote, the collection, the report and the next test due. GullySales works on setting up that record in a tool your front desk and collector will actually open.

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.

Environmental testing laboratories: show a real physical business scene illustrating Sampling requests and field schedules. Plan sampling rounds by client, site and matrix, assign field staff, and prepare the bottle sets and preservatives needed for each visit before the vehicle leaves.

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 water testing laboratories

Sales and marketing for water testing laboratories, the overview.

Last updated 18 Oct 2026.

For water testing laboratories

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

  • “The enquiry and the collection live in different places”

    The front desk notes the request in a register and the collector plans a route from a phone message. When a visit slips, nobody sees it until the customer calls again. One shared record closes that gap.

  • “Past reports are the best sales list”

    The date of the last report, the parameters tested and the person who ordered it are the facts that start the next conversation. If they sit in report files only, nobody calls.

  • “A lab record needs more than a name”

    Each client needs the site, the type of water, the purpose, the accreditation scope used and the report format. A generic sales tool without those fields forces notes into free text that nobody can search.

What we do

What we deliver for water testing laboratories.

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

  1. A client record built for a lab

    Fields for site, water type, purpose, report format and the contact who signs.

    Result: The record holds what a lab needs to know.

  2. Stages from enquiry to report issued

    Enquiry, quote, booking, collected, in analysis, report sent and retest due, each with a clear owner.

    Result: Anyone can see where a job stands.

  3. A shared view for the front desk and collector

    A route list and booking status drawn from the same record.

    Result: The collector and front desk work from one slip.

  4. Retest due dates against each client

    The next test date set when the report is issued, with a call list drawn from it.

    Result: You open the day with the retests that are due.

  5. Simple reports from the record

    Enquiries by source, quotes against orders and bottles collected against bookings.

    Result: You read your own figures instead of guessing.

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 water testing laboratories.

  • Drinking water testing for households and housing societies
  • Testing for packaged drinking water and mineral water plants
  • Borewell and groundwater testing for farms and builders
  • Hotel, hospital and school drinking water compliance testing
  • Industrial effluent and boiler water testing laboratories
  • Swimming pool and cooling tower water testing
  • Construction water testing for concrete and curing
  • NABL-accredited labs and non-accredited local labs

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 tool should a lab use?
The one your team will open each day. A simple spreadsheet or a low-cost CRM can serve a small lab. We choose based on your team size and how your collection works, and we do not push a particular product.
Can the CRM hold test results?
Keep the analytical results in your lab system. The CRM holds the commercial record: who, what was tested, when and what is due. Mixing the two risks errors and access problems.
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.
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 water testing laboratories

Everything else we would do for you.

Closest to this: leads and follow-up

Also for water testing laboratories

Or start from the overview: sales and marketing for water testing laboratories.

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