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Packaged drinking water suppliers · CRM

Keep every account, jar and due in one record the whole depot can read.

A CRM for a packaged water supplier is a single record of each customer, the jars they hold, the orders they place and the money they owe. GullySales works on setting the record up from your notebook and keeping it simple enough for the depot to use.

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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 water treatment solutions providers at work in India

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 packaged drinking water suppliers

Sales and marketing for packaged drinking water suppliers, the overview.

Last updated 18 Oct 2026.

For packaged drinking water suppliers

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

  • “The notebook holds the business and only one person can read it”

    The owner or a driver knows who holds how many jars. When that person is away, nobody can say who owes a deposit or which shop was promised a Thursday drop.

  • “Jars are an asset, and the record is the control”

    Every jar out is stock that belongs to the supplier. A record by customer of jars issued, returned and deposit taken makes a loss visible while the customer is still reachable.

  • “Credit accounts need a due date beside the name”

    A shop that owes for three deliveries is a different account from one that paid on the spot. Without the amount and the age of the due beside the name, collection calls are made by memory.

  • “Order patterns reveal a customer about to leave”

    A regular office that moves from daily to alternate-day orders is saying something. A record that shows the pattern lets the depot call before the account is gone.

What we do

What we deliver for packaged drinking water suppliers.

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

  1. A customer sheet built from the notebook

    Each customer entered with address, contact, brand, standing order, jars held and deposit taken.

    Result: Every account in one place, readable by anyone at the depot.

  2. A jar ledger by customer

    Jars issued and returned recorded against each account on every delivery.

    Result: Missing jars show against a name, not in a quarterly total.

  3. A credit and dues view

    Dues listed by account with the age of each, so collection calls start with the oldest.

    Result: The depot knows whom to ring first.

  4. Order pattern alerts

    A simple check for accounts whose orders have dropped or stopped.

    Result: Quiet accounts are called before they are lost.

  5. Simple entry for drivers

    A short form or message routine the driver can use at the door to log the delivery and the empties.

    Result: The record is filled at the point of delivery.

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

Account fields a depot needs for jars, credit and the order pattern.

Jars held and deposit paid
Updated by the driver at each drop. It is the control on an asset that otherwise walks away, and it closes disputes at the end of an account.
Credit limit and due date
Set by the owner at account opening and updated by the office on payment. It shows the dues call list each day.
Order pattern
Jars or cartons per week and the delivery day, filled from delivery notes. A fall against the pattern warns the owner before the customer leaves.
Brand and pack bought
Filled by the office. It shows who buys the main brand, who buys the second label and who is open to a new pack.
Route and stop number
Set by the dispatcher. It builds the loading sheet and lets the owner compare the profit of one route against another.

Who it is for

This is written for these packaged drinking water suppliers.

  • Agencies and depots holding a bottling brand's territory
  • 20-litre jar suppliers to offices and homes
  • Wholesale suppliers of sealed bottle cartons to shops
  • Event, wedding and catering water suppliers
  • Suppliers to hostels, PGs and coaching centres
  • Suppliers to construction sites and labour camps
  • Multi-brand suppliers carrying more than one label
  • Door-to-door home delivery operators

Not for

It is not the right fit if.

  • The business is the owner and one driver, and the notebook still works, so software would cost more effort than it saves.
  • Drivers will not note jars at delivery, and a ledger kept only at the office will never match the street.
  • You want the record to show profit by route before you have costed the van and the driver.

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 special software?
Not at the start. A well-organised sheet or a simple tool the depot already uses can hold the record. We choose something your staff will actually use daily.
Will drivers use it?
They will if it takes a minute at the door. We design the entry around what a driver can do while unloading, and keep the fields few.
Can the CRM show profit by route?
It can show orders, dues and jars by route and locality. Reading profit needs your cost figures as well, which we go through with the owner.
How do we record a customer who buys from us and from a rival?
Record the share you supply and the other supplier's name if the customer shares it. A buyer who splits orders is half won and half at risk, and the record shows the day their orders to you start falling.
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 packaged drinking water suppliers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for packaged drinking water suppliers

Or start from the overview: sales and marketing for packaged drinking water suppliers.

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