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ClimateTech startups · CRM

Keep every site, pilot and quote in one record an investor can read.

A CRM for a ClimateTech startup is a shared record of every buyer, site, consultant and stage, so a long purchase does not live in a founder's memory. GullySales works on setting up the fields, stages and habits that make that record true.

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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 saas and software companies at work in the United States

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 ClimateTech startups

Sales and marketing for ClimateTech startups, the overview.

Last updated 18 Oct 2026.

For ClimateTech startups

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

  • “A pilot is not a stage until you define it”

    If the sheet says only lead, quote and won, a site on its third month of pilot looks the same as one that never replied. Separate stages for site visit, pilot running, pilot reviewed and quote issued show where each buyer is stuck.

  • “One account has many people”

    The plant head, the finance head and the consultant all matter, and a record that holds only one contact loses the others. Keep each person on the account with their role, so a change in who is pushing is visible.

  • “Conversations scatter over chat and email”

    Warm leads sit in WhatsApp threads, inboxes and visiting cards. Until they are entered in one place, nobody can say which are real buyers. The investor's question about pipeline gets answered from guesswork.

  • “The record should name the next step”

    A pipeline of names with no next action is a contact list. Each account needs a dated next step and an owner. Without them, a stalled pilot goes unnoticed until the buyer's attention has moved on.

What we do

What we deliver for ClimateTech startups.

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

  1. Stages built for a pilot-led sale

    Stages such as enquiry, sizing received, site visit, pilot, review, quote and order, with an exit rule for each.

    Result: Every account sits in one clearly defined stage.

  2. Account and contact fields

    Fields for site, industry, load or volume, current cost, trigger and each person's role.

    Result: The record holds the facts a quote needs.

  3. A source and partner field

    Marking each account by how it arrived, including which consultant or EPC firm introduced it.

    Result: You can see which partners produce real sites.

  4. An investor-readable pipeline view

    A summary of accounts by stage and industry, drawn from the records.

    Result: A pipeline slide that matches the sheet.

  5. A short guide to using it

    One page for the team on what to enter after each call, and who owns each field.

    Result: A habit the team can keep without reminders.

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

A pilot-led sale needs a record of the site, the stage and the partner.

Site, industry and load
Filled by whoever had the first conversation. It lets the founder see which industries and sizes are moving and which pilots will fit.
Pilot stage and review date
Updated by the founder or engineer. It marks where each pilot sits and when the host will review it.
Decision path and contacts
One record per person, linked to the account. It shows who signs, who specifies and who has been told.
Introduced by
Entered at the first contact, covering a consultant, EPC firm or association. It shows which route brings buyers who proceed.
Next step and its owner
Entered after every call. An investor reading the pipeline can then see what happens next and who does it.

Who it is for

This is written for these ClimateTech startups.

  • Energy efficiency and monitoring technology startups
  • Carbon accounting and ESG reporting software companies
  • Solar, battery storage and rooftop energy technology startups
  • Waste-to-value, recycling and circular economy startups
  • Water recycling and effluent treatment technology startups
  • EV charging and electric fleet startups
  • Green hydrogen and biofuel technology companies
  • Agri-climate startups working on soil, residue and cold chain

Not for

It is not the right fit if.

  • There are only a few conversations, and a sheet with columns would serve until the pipeline grows.
  • The team has not agreed what a pilot stage means, so the stages would hold whatever each person thinks.
  • Conversations live on personal phones, and a new system would stay empty until the habit changes.

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
Do we need paid CRM software?
Not at the start. A well-structured sheet or a free plan of a common CRM tool can hold a small pipeline. We recommend moving to proper software when the number of accounts and people makes the sheet hard to keep true.
Who should update it?
Whoever had the conversation, on the same day. A record updated later from memory loses the details that matter. We set the habit with the team and keep the fields few enough to fill quickly.
Can it include consultants?
Yes, as their own accounts linked to the sites they introduced. That shows which intermediaries bring serious leads and which only pass names.
How do we show a pilot in the pipeline for an investor?
Define each stage in plain words, such as site visit done, pilot agreed or under review, and keep to it. An investor reads a pipeline for movement, so record the date each stage changed. Do not count a conversation as a pilot until the host agrees in writing.
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 ClimateTech startups

Everything else we would do for you.

Closest to this: leads and follow-up

Also for ClimateTech startups

Or start from the overview: sales and marketing for ClimateTech startups.

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