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Astrologers · CRM

Keep each family's occasions in one private record that outlives your memory.

A CRM for an astrologer is a private record of each family: who they are, which sittings you gave, which occasions are coming and what they agreed to hear from you. GullySales sets it up in a tool you will actually open, and keeps birth details out of shared sheets and group chats.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of astrologers at work in India

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 astrologers

Sales and marketing for astrologers, the overview.

Last updated 5 Oct 2026.

For astrologers

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

  • “The register lives in your head”

    A practice built over generations runs on memory: which family had which marriage, whose child is due a naming. When memory is the only record, a crowded festival season or a change of assistant loses all of it.

  • “Birth details are the most personal data you hold”

    A chart carries the date, time and place of birth of children and elders. Left as photographs on a phone and in shared sheets, it can be seen by people who should never see it. The record has to be private by design.

  • “Households, not individuals”

    A grandmother, a son, the daughter-in-law and a grandchild may each consult you at different times. A plain list of names hides that they are one family. The record should link people into a household and note the occasion each sitting served.

What we do

What we deliver for astrologers.

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

  1. A household record

    Each family entered once, with members linked, the language spoken at home, the tradition followed and how they first found you.

    Result: You see the whole family, not a lone name.

  2. Sitting history

    The date, consultation type and occasion for every sitting, with the notes you choose to keep and a marker for what was handed over in writing.

    Result: A returning family starts where the last sitting ended.

  3. Occasion dates with consent marked

    Naming, marriage, griha pravesh and annual consultations noted with the date the family gave and whether they agreed to a reminder.

    Result: You contact only the families who asked.

  4. The source of every family

    A field for who sent them: a priest, a temple, a relative, a search or an app.

    Result: You can thank the people who send families.

  5. Access rules and a safe copy

    Who may open the record, a separate login for each person and a copy kept safely, with birth details never pasted into group chats.

    Result: A family's chart stays between you and them.

  6. A short guide for whoever helps you

    One page saying what to enter after each call, how to spell names and where nothing may be shared.

    Result: The record stays consistent when somebody new joins.

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

Fields worth keeping

Keep only the fields that let you serve a household with care.

Household and who speaks for it
Entered by you or your assistant at the first sitting. It tells whoever answers the phone which family member to address and in which language.
Occasion and its date
Written after the sitting, with the family's agreement. It lets you reach them before a ceremony and not after it has passed.
Tradition and language of the sitting
Recorded once. It stops you sending a family that follows nadi a note written for another system or in a language they do not read.
Who referred the family
A priest, a temple, a relative or a bureau, entered at the first call. It lets you thank the person and see who sends families.
Consent to be contacted
A yes or no with the date, set by you. Birth details are personal, so nothing is sent without it.

Who it is for

This is written for these astrologers.

  • Vedic astrologers and jyotishis with a family practice
  • Astrologers attached to temples or maths
  • KP astrology practitioners
  • Nadi astrology centres
  • Numerologists
  • Tarot readers
  • Palmists and face readers
  • Online astrologers consulting across cities and abroad
  • Muhurta and panchanga specialists

Not for

It is not the right fit if.

  • You will not keep birth details in any record, and a system that holds them would go unused
  • Several people use one phone and nobody controls who sees the record, so adding families' data to it would expose them
  • Your practice is a few families you know well, and a notebook already serves them without anyone learning new software

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 sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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
Is a notebook enough?
A notebook is a sound start if every sitting goes in the same format and someone other than you can read it. The trouble is search: finding every family with a naming due is hard on paper. Move across when that search starts to matter.
Who owns the record if an assistant leaves?
You do. Keep it under your own account, give each person a separate login and remove access when someone leaves. Never let the only copy sit on one person's personal phone.
How long should we keep birth details?
For as long as the family expects you to serve them, and delete them when they ask. Say this at the first sitting. Rules on personal data are changing, so check with your own adviser what applies to your practice.
What should the record say about a family that declined a remedy?
Say only that no remedy was discussed or taken. Keep it to what happened in the sitting, without any judgement. The reason is that whoever helps you later will read the note, and it should not make a family feel marked for a past choice.
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.

From the blog

Further reading for astrologers.

All articles

More for astrologers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for astrologers

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

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