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EV charging installation companies · CRM

Keep every committee, survey and quote in one place the sales team trusts.

A CRM for an EV charging installer is the record of each enquiry from first message to handover, including the survey readings and the committee meeting dates. GullySales works on setting up the stages, fields and reminders so that no society quote is lost in a phone or a chat.

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

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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 EV charging installation companies

Sales and marketing for EV charging installation companies, the overview.

Last updated 18 Oct 2026.

For EV charging installation companies

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

  • “A society sale runs across a series of meetings”

    The first call, the survey, the quote, the committee meeting and the general body vote can be spread across weeks. Without a record, each person on your team remembers a different part, and the quote goes quiet at the exact moment the committee decides.

  • “Survey readings belong with the quote”

    Sanctioned load, panel condition and distance to the parking bay decide the price. If those readings sit in a notebook, the next person who calls the secretary cannot explain the quote. They belong in the record beside the offer.

  • “Different buyers need different stages”

    A home owner moves from enquiry to visit to install in a straight line. A society moves through committee approval, billing agreement and installation scheduling. One pipeline for both hides where each stalls.

  • “Referrers are worth knowing by name”

    When a dealer or an electrician passes on a building, the record should keep their name. Without it, you cannot thank the source, see which referrers send real sites, or tell them what happened to the lead.

What we do

What we deliver for EV charging installation companies.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. Pipeline stages for homes and societies

    Separate stage lists for individual homes and for committee decisions, each ending in handover.

    Result: You can see where each kind of sale stalls.

  2. Survey fields on every record

    Sanctioned load, panel type, distance to the bays, bays wanted and parking rules, captured at the visit.

    Result: The quote carries the readings behind its price.

  3. Committee meeting dates and next steps

    A field for the next meeting, who attends and what the secretary promised to bring, with a reminder tied to it.

    Result: Follow-up lands before the meeting, not after.

  4. Source and referrer tags

    A tag for ad, search, dealer, electrician or walk-in, with the referrer's name where there is one.

    Result: Reports show which sources produce won quotes.

  5. A review list of open quotes

    A simple list of quotes with no next step, so none sits unowned.

    Result: Every open quote has an owner and a next action.

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

Fields a charger installer needs on every society and office record.

Sanctioned load and spare capacity
The surveyor fills it after the visit. It explains why a quote changed and lets the team spot buildings that need a panel upgrade.
Bays requested and bays approved
Sales fills the first, the committee decision sets the second. The gap shows how many owners dropped out at the meeting.
Committee decision-maker and meeting date
Sales fills the name and next sitting. It prompts a chase before the room meets, not after.
Billing model offered
Sales records whether shared sub-metering or private metering was proposed, so the next call does not repeat the question.
Referrer
Sales fills it when a showroom, electrician or society passed the building on. It lets you thank them and ask again.

Who it is for

This is written for these EV charging installation companies.

  • Residential society and RWA charging installers
  • Commercial building and office park charging contractors
  • Mall, hotel and hospitality charging installers
  • Car dealership and showroom charging setups
  • Fleet depot charging installers for cabs and delivery fleets
  • Home charger fitting teams for independent houses and villas
  • Highway and fuel-station charging site developers
  • Charger installation arms of electrical contracting firms

Not for

It is not the right fit if.

  • You handle a few homes a month and can see every job on one sheet, so a record system would add typing and no clarity.
  • Nobody owns data entry after a survey, and the load fields would stay empty.
  • Your quotes are not yet written in a fixed format, and the record would hold figures nobody can compare.

Before you decide

Agree the work. Know how to judge it.

CRM for EV charging installers: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

List the records your team uses and show how an enquiry becomes an order today. Bring examples of duplicate entries, missing owners, and reports that require manual correction.

Make the scope clear

Agree the stages, required fields, access roles, and integrations before configuring the system. Separate software subscriptions from setup, data work, and training.

Check the work in use

Ask the people who will use the CRM to complete a real handover and find the next action without help. Check that the management report can be traced back to individual records.

Know when to change course

If the process is unclear, buying a more complex CRM adds more places for confusion. Start with the minimum fields and rules the team can use consistently.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

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 spreadsheet enough?
For a handful of live quotes, a well-kept sheet works. Once a team shares the work, or a committee quote runs over a series of meetings, a CRM with reminders stops quotes being forgotten. Start with the fields, then choose the tool.
Which CRM should we use?
The one your team will open every day. A number of widely used tools in India suit a small installer. GullySales works with the one you choose, or helps you pick after listing what your sales process needs it to hold.
Will the survey team use it?
They will if the survey form feeds the record directly. If it means retyping, they will not. We design the form so readings entered on a phone at the site land in the right quote.
Should survey photographs be stored on the record?
Yes, the panel and the cable route, kept with the quote they explain. They show why the price changed and spare the surveyor a second visit. Store them in a folder the team controls and leave out resident cars and plates.
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 EV charging installation companies

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Or start from the overview: sales and marketing for EV charging installation companies.

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