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HRTech startups · CRM

Track each company, each decision maker and each trial in one place.

A CRM for an HRTech startup is the record of companies, the people inside them and where each stands, from first enquiry to live customer. GullySales sets up the fields, stages and views so that a deal with several decision makers is visible to everyone selling.

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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 HRTech startups

Sales and marketing for HRTech startups, the overview.

Last updated 18 Oct 2026.

For HRTech startups

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

  • “A deal has several people, and the record has one”

    The HR manager, owner and finance head each hold part of the decision. A record with one contact loses the rest when that person goes quiet. Each company needs its users, signer and blocker listed.

  • “Trial and free-plan activity sits outside the CRM”

    What a user did inside the product tells the caller when to ring. If that activity never reaches the CRM, the caller phones blind. Link the product events that matter to the company record.

  • “Go-live is a stage, not a signature”

    Some deals look won at signature and stall at implementation. A CRM that stops at signed hides the customers who never went live. Add stages that cover setup, first payroll run and steady use.

  • “Segments need their own pipelines”

    A factory cluster, an office segment and a staffing agency sell differently. A single pipeline blurs the stages and the numbers. Separate pipelines or tags keep the comparison honest.

What we do

What we deliver for HRTech startups.

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

  1. Fields and stages designed with the sales team

    A short list of fields and stages drawn from how your deals actually move, without unused clutter.

    Result: A setup the team agrees matches how they sell.

  2. A decision-maker map in each record

    A place for user, signer, finance contact, consultant and blocker, each with their last contact.

    Result: A company record that shows who has not yet been reached.

  3. Product activity linked in

    A link between trial and free-plan events and the company record where your tools allow.

    Result: Callers see what a user did before the call.

  4. Go-live stages

    Stages after signature that mark data imported, first payroll run and steady use.

    Result: A report showing where signed customers are stuck.

  5. Views for each role

    Saved views for callers, founders and onboarding staff showing only what each needs.

    Result: Each person opens the CRM to their own list.

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

What an HRTech startup records on each company, person and trial.

Buyer group on the record
Employer, staffing agency or consultant, set at entry by the lead owner. It decides the pipeline the deal goes into.
Decision makers named
HR, owner, finance and consultant, each with a role. Updated by the salesperson after every call, and a gap is shown in the deal view.
Free-plan activity, last seen
Pulled from the product by an integration or entered by the support person. It lets sales spot who is near the limit.
Go-live date and users added
Entered by the implementation lead. A signed deal without go-live is shown separately, since revenue depends on it.
Reason the deal closed or was lost
Chosen from a list with a note. Product gaps and price doubts show up here before they reach the roadmap.

Who it is for

This is written for these HRTech startups.

  • Payroll and statutory compliance startups for small and mid-sized companies
  • Attendance, shift and field-workforce tracking startups
  • Applicant tracking and hiring-platform startups
  • Blue-collar and gig-worker hiring platform startups
  • Employee engagement, recognition and survey startups
  • Employee benefits, wellness and reimbursement startups
  • Learning and skills platform startups for companies
  • Background verification and onboarding startups

Not for

It is not the right fit if.

  • You have fewer than a few active deals and one person handles them all, so a system would add steps to a job that a sheet already does.
  • Product usage data is not available to anyone outside the engineering team, so the record would be blind to trial activity.
  • The sales and support teams have not agreed on stage names, so every entry would mean something different.

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 should we use?
The one your team will keep updated. We work with the tool you have where it fits, and suggest a change only if it blocks what you need. Check pricing and features on the vendor's own site.
Can you move our existing data?
We can clean and import from spreadsheets or another tool, with duplicates merged and gaps marked. Check that you hold the right to use any personal data in it before it moves.
Who keeps the CRM updated?
The person who has the conversation. We keep the stages few and the fields short, so updating takes less time than skipping it.
Who owns the record after the contract is signed?
The account should move to the customer success or implementation person, with the sales notes visible to them. The salesperson stays on as a contact for renewals. Without a named owner, the record goes stale on the day the customer starts using the product.
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 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 HRTech startups

Everything else we would do for you.

Closest to this: leads and follow-up

Also for HRTech startups

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

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