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Borewell and drilling contractors · CRM

Keep the records of every bore you drilled, and ring the owners before it dries.

A CRM for a borewell contractor is the one record of every enquiry, quote and job, with the place, depth, casing and pump used, kept where the owner, the foreman and the office can all read it. GullySales sets it up with the fields the trade needs and trains the people who write in it.

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 contractor discusses a borewell location beside a drilling truck

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 borewell and drilling contractors

Sales and marketing for borewell and drilling contractors, the overview.

Last updated 11 Oct 2026.

For borewell and drilling contractors

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

  • “The job details are on a slip of paper”

    Depth, casing and water found are written on a bill book page. Two years later, when the owner calls about low yield, nobody can find it.

  • “Enquiries and jobs live in different notebooks”

    The caller who did not book in May is not in the same list as the owner who booked in June, so nobody can tell who to ring in the next dry season.

  • “Payments are chased from memory”

    A balance after the bore is pending with three owners, and the office knows only that someone owes something.

What we do

What we deliver for borewell and drilling contractors.

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

  1. Customer and site record

    Name, phone, place, survey number, the kind of job, the date, the depth drilled, casing used, water found and the pump set fitted.

    Result: Any past job can be found in a minute.

  2. Stages from enquiry to payment

    Enquiry, visit, quote, advance, drilling, completion and balance, each with who moves it forward.

    Result: The owner sees where each job stands.

  3. Quote follow-up reminders

    Every quote sent has a date to call, and the outcome is written beside it.

    Result: A quote that is not answered is not lost.

  4. Payment tracker

    Advances, balances, the date each was promised and the last call made, for every job.

    Result: Dues are chased by name and date.

  5. Seasonal call lists

    Lists built by area, kind of job and month, ready before the dry spell and before the sowing window.

    Result: The team rings a prepared list when the season opens.

  6. Pipeline and rig-days report

    Enquiries, quotes, signed jobs and rig days used, drawn from the record against the baseline.

    Result: The owner sees the season's workload in one page.

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

What to record, and when

What a borewell contractor should write down about each customer and job, and whether software is needed yet.

Place, survey number and contact
Record the village or layout, the survey or plot number, the owner's name and a second phone number. A job with only a first name and a mobile is hard to find again when the bore fails.
Kind of job and the month wanted
Write whether it is a new bore, flushing, re-drilling or a pump fitting, and when the caller wants it done. A caller who wants it after the rains goes on the list for that month.
Depth, casing and water found
At the end of each job, write the depth drilled, the casing length and what was found in plain words. Have the owner sign the sheet. It settles a later argument about the depth billed.
Quote, advance and balance
Note the rate basis, the extras, the advance received and the balance due with its date. Mark each call made. The owner's calendar of dues should come from this record.
Source and referrer
Write how the caller found you: a pump dealer, a neighbour, search, a society. The referrer's name is how you thank them, and how you see which source really brings jobs.
Do you need software yet?
A shared sheet is enough while one person enters and one person reads. Move to a CRM when two offices or several crews need the same customer's history. Do not buy it before the sheet is kept.

Who it is for

This is written for these borewell and drilling contractors.

  • Domestic borewell contractors
  • Agricultural borewell and drip-line contractors
  • Rotary and DTH rig operators
  • Housing society and apartment borewell contractors
  • Industrial and commercial borewell contractors
  • Borewell flushing, cleaning and repair contractors
  • Pump installation and motor repair firms
  • Rainwater harvesting and recharge pit contractors

Not for

It is not the right fit if.

  • Your job details are on slips and nobody will transfer them, so the record would start empty.
  • The foreman will not write a note after a site, and the owner has not agreed to enter it instead.
  • You have one rig and a few repeat customers, where a notebook still holds the facts.

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 for one rig?
A well-kept notebook works for a few jobs a month. Once enquiries come from calls, WhatsApp and listings together, or two people take them, move to a shared sheet or a simple CRM so that nothing sits in one person's pocket.
The foreman will not write things down. What can we do?
Give the crew a printed one-page job sheet with boxes to fill and a photograph of it sent on WhatsApp by evening. The office then copies it into the record. Do not ask them to type.
Can we record borewell depth and yield for future work?
Yes, as your own record of what was drilled and found, without promising the same result for the next bore. It helps you answer a customer who asks what the nearby bores gave and tells you which areas are hard.
Who owns the customer records if the owner's son takes over?
The business. Keep the records in a system the owner controls, write the logins down in a safe place and keep a backup. Records held only on one phone are lost with it.
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.

From the blog

Further reading for borewell and drilling contractors.

All articles

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Everything else we would do for you.

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Also for borewell and drilling contractors

Or start from the overview: sales and marketing for borewell and drilling contractors.

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