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EV charging station operators · CRM

Keep every host, fleet and site in one record the whole team can read.

A CRM for a charging operator is a shared record of host prospects, fleet accounts and installed sites, with what was said to each. GullySales works on the fields, stages and habits that keep the 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.

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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 station operators

Sales and marketing for EV charging station operators, the overview.

Last updated 18 Oct 2026.

For EV charging station operators

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

  • “Hosts and fleets need different records”

    A host moves through survey, approval, installation and launch. A fleet moves through trial, onboarding and regular use. One list with a single stage column mixes them, and the sales team cannot see what comes next for either.

  • “The site is a record of its own”

    A property can have a host contact, a fleet user, a maintenance history and an electrical connection date. Linking those to one site record stops the team asking a manager for the same detail twice.

  • “Verbal promises are lost between people”

    A sales lead tells a host about the revenue arrangement on a call. If it is not written down, the operations team and the next caller start from nothing. The record is where such statements live.

  • “A CRM nobody updates is worse than none”

    If the team finds the record out of date, they return to personal notes. The fields must be few, the update must be part of the call, and someone must own the clean-up.

What we do

What we deliver for EV charging station operators.

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

  1. A pipeline for hosts

    Stages from first contact to site visit, proposal, approval, installation and launch, each with a clear entry rule.

    Result: Every host prospect sits in exactly one stage.

  2. A pipeline for fleets

    Stages from introduction to trial, onboarding and regular use, with the number of vehicles recorded.

    Result: Each fleet shows vehicles onboarded and a named contact.

  3. A site record

    One record per station with host, connectors, installation status, maintenance notes and open issues.

    Result: A site's history can be read in one place.

  4. Required fields and notes

    A short list of fields to fill after every call, including what was promised.

    Result: Every call leaves a dated note with the promise stated.

  5. A clean-up routine

    A habit and an owner for merging duplicates and closing dead leads.

    Result: Duplicates and stale leads are reviewed by a named person.

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 an operator needs on every host, fleet and site record.

Host decision-maker and approver
Sales fills both names. A manager who likes the proposal cannot sign, so you need the person above.
Site power status
The installer or site engineer fills it. It shows whether the site waits on a transformer, a utility approval or nothing.
Charger make, power and connector
Operations fills it once at commissioning. It lets support answer a driver and lets sales speak accurately to a fleet.
Revenue arrangement agreed
Sales records fixed rent, share or none, with the date signed, so nobody quotes a deal that was never agreed.
Fleet trial status
The account manager records the vehicles on trial, the start and the review date. It prompts a check before the trial lapses.

Who it is for

This is written for these EV charging station operators.

  • Public fast charging network operators
  • Destination chargers in malls and hotels
  • Residential society charging operators
  • Highway and fuel station charging operators
  • Fleet depot charging operators
  • Workplace charging providers
  • Charge point management software providers
  • Battery swapping operators

Not for

It is not the right fit if.

  • You have one or two hosts and every term sits in your head, so a record would add steps and no insight.
  • Operations and sales will not share a record, and the fields would be filled by one side only.
  • You have not settled what a site stage means, so the records would show stages nobody agrees on.

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
Which CRM tool should we use?
Choose one your team will actually open. Several well-known tools used in India suit this work. The fields and habits matter more than the brand.
Can drivers be in the CRM too?
Keep drivers who gave consent in a separate list, linked to the stations they used. They need different messages from hosts and fleets.
Does a spreadsheet do for now?
For a small number of sites, yes, if it has one owner and a clear layout. Move to a CRM when two people update it or when follow-ups start to slip.
Should site faults go into the CRM?
Keep a fault log with the charger, and link it to the site record. Sales needs to know when a host has seen repeated faults, because that shapes the next conversation. The fault itself belongs with operations, so one team owns its closing.
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 station operators

Everything else we would do for you.

Closest to this: leads and follow-up

Also for EV charging station operators

Or start from the overview: sales and marketing for EV charging station operators.

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