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Rainwater harvesting companies · CRM

Keep every survey, drawing and quote in one record that outlasts the season.

A CRM for a rainwater harvesting company is the record that holds each enquiry, survey, drawing, quote and installed system against a named owner or builder. GullySales works on setting it up around how your projects actually move, in a tool your office will really use.

Tell us what you needor call +91 80958 58589

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 rainwater harvesting companies

Sales and marketing for rainwater harvesting companies, the overview.

Last updated 18 Oct 2026.

For rainwater harvesting companies

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

  • “The season fills the inbox and nobody sorts it”

    During the rush, enquiries sit on phones, in messages and on scraps of paper. By the time the crews are free, half the names are lost and the owners have called someone else.

  • “A quote has no owner on the other side”

    A quote goes to the house owner or to the contractor, and then nobody knows who is actually deciding. The record needs a decision-maker, a next call and a reason when the quote is lost.

  • “Installed systems are the forgotten asset”

    Every pit, well and tank you built is a future maintenance visit and an introduction. Without a record of plot, date and owner, those customers disappear into the previous season.

  • “Spreadsheets break when two people use them”

    A site engineer, an office coordinator and an owner each keep their own copy. A single shared record with a few fields beats three that disagree.

What we do

What we deliver for rainwater harvesting companies.

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

  1. A pipeline built on your project stages

    Stages for enquiry, site visit, drawing, quote, order, installation and upkeep, named as your office names them.

    Result: Anyone can see where a project stands.

  2. A site survey record

    Roof area, downpipe layout, soil, open space and photographs, stored against the owner's name.

    Result: The engineer opens one record before the quote.

  3. A decision-maker field on every quote

    Who decides, what they asked and the date of the next call, entered when the quote leaves.

    Result: No quote goes silent without a person to follow.

  4. A list of installed systems

    Each system with plot type, structure, date and owner, filterable for upkeep calls and introductions.

    Result: You can call every owner whose system is ready for cleaning.

  5. A lost-project reason

    A short note recorded when a project is lost: price, timing, builder choice or silence.

    Result: The reasons are visible, and the next season's pitch changes.

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 that keep survey, quotation and upkeep in one place.

Property type and area
House, apartment block, school or plant, with roof area. The surveyor fills it, and it sizes the system and the quotation.
Trigger and urgency
Plan approval, notice, dry borewell or a neighbour's pit. The person who takes the call fills it, and it sets the order of the callbacks.
Decision maker and their role
Owner, builder's site head or committee member, with the next meeting date. It tells you who needs the pack and when.
Survey findings
Soil, borewell state and drainage points. The surveyor updates it, so the quotation matches what was seen.
Installed system and upkeep date
What was fitted and when. It lets you call the owner about cleaning and finds the next lead among past customers.

Who it is for

This is written for these rainwater harvesting companies.

  • Individual house and villa harvesting installers
  • Apartment and layout recharge system specialists
  • Commercial and institutional campus harvesting companies
  • Industrial plant and warehouse roof harvesting installers
  • Recharge well and borewell recharge specialists
  • Storage tank and filter system suppliers who install
  • Lake and tank catchment restoration contractors
  • Consultants who design harvesting for plan approvals

Not for

It is not the right fit if.

  • You have a handful of live enquiries and one person managing them, so a notebook would do the same.
  • Nobody will enter survey findings after a visit, so the record would not match what was installed.

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 CRM too heavy for a small installer?
A small firm needs a simple one. A shared sheet or a light tool with six fields can serve, as long as every enquiry goes into it. We pick what your office will really open.
Who updates the record?
The person who speaks to the owner. The engineer adds the survey, the coordinator adds the quote and the next call. We set the fields so each entry takes a moment, not a meeting.
How do we use the CRM after installation?
Record the system type, the date and the upkeep it needs. You can then call the owner about cleaning and any problem, and you hold a list of houses that may refer neighbours. A forgotten installed system is the largest unused list.
Should the CRM hold survey photographs?
Keep a few labelled photographs on the record: roof, drain points and pit location. They save a return visit when a quotation is revised. Store only what you need and keep owners' house numbers and personal details protected.
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 rainwater harvesting companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for rainwater harvesting companies

Or start from the overview: sales and marketing for rainwater harvesting companies.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

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