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Robotics startups · CRM

Track every demo, pilot and quote until it is an order or a reason.

A CRM for a robotics startup is the record of each site, each person who decides, each demo and each approval step in a long hardware sale. GullySales sets up the fields, stages and reminders so that no demo ends without a next call.

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

Automation engineers inspect a guarded robotic production cell

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 robotics startups

Sales and marketing for robotics startups, the overview.

Last updated 18 Oct 2026.

For robotics startups

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

  • “Sales cycles outlast memory”

    A plant head sees a demo, waits for a budget cycle and replies months later. The founder who ran the demo has forgotten the conversation. A record of who said what is the only memory the company has.

  • “One account, many people”

    A single plant may hold an operations head, a maintenance lead, a purchase officer and an owner. A flat contact list hides this, so the CRM keeps the account and the people in it linked.

  • “Pilots need a stage of their own”

    A pilot is neither a lead nor a sale. Without its own stage, a scope and a review date, it floats in the pipeline and distorts what the company believes it will sell.

  • “Integrator deals get counted twice”

    A deal may reach you through an integrator and from the plant directly. A rule on who owns the account stops two people chasing and the buyer receiving two quotes.

What we do

What we deliver for robotics startups.

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

  1. Pipeline stages

    Stages from enquiry through demo, pilot, quote, approval and order, each with an exit condition.

    Result: Every deal sits in one stage with a next step.

  2. Account and role fields

    Fields for site, job, shift pattern, decision roles, approval stage and partner involved.

    Result: A record that shows who decides at each site.

  3. Reminder rules

    Rules that set a next-call date whenever a stage changes and flag deals with none.

    Result: A list of deals without a next call.

  4. Stalled-deal reasons

    A fixed list of reasons a deal stalled, such as budget cycle, service doubt or price comparison.

    Result: You can count stalls by reason.

  5. Import and clean-up

    Existing enquiries, expo cards and spreadsheets cleaned and brought into the CRM.

    Result: One list in place of several.

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

Keep these fields on every site and every contact.

Job and floor type
Filled by the founder after the first call. It lets you count which jobs and sites turn into pilots.
Decision roles at the account
Operations, maintenance, purchase and owner, each linked to the plant. It shows who has not yet seen the robot.
Demo date and what was shown
Entered by whoever ran the demo. It stops a second visit repeating the first and anchors the follow-up summary.
Pilot scope and review date
Filled when the pilot starts. A pilot with no scope floats in the pipeline and distorts what you expect to sell.
Partner involved
The integrator or dealer who introduced the account. It settles ownership and avoids two quotes reaching the same buyer.

Who it is for

This is written for these robotics startups.

  • Warehouse and intralogistics robot makers
  • Inspection and surveillance robot startups
  • Agricultural and spraying drone and robot companies
  • Cobot and robotic arm integrators for factories
  • Hospital, hotel and service robot makers
  • Educational robotics kit and lab makers
  • Cleaning and facility robot startups
  • Robotics-as-a-service operators renting units by the shift

Not for

It is not the right fit if.

  • You have only two or three live deals, and a notebook entry after each call would serve you as well.
  • Nobody will update the record after a demo, so the fields would sit empty soon after setting up.
  • You have not decided who owns an account that comes through an integrator, so the CRM would only record the argument.

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?
One your team will actually open. Zoho CRM and HubSpot are in ordinary use in India. We choose by team size and budget, then configure it around your stages.
Is a spreadsheet enough?
For a handful of live deals, it may be. It breaks when several people touch the same account or when reminders matter. We tell you honestly when the move is due.
Can the CRM connect with WhatsApp and email?
Several CRMs offer connectors for both. We check what your chosen tool supports today and keep the setup simple enough for your team to maintain.
How do we record a pilot that has no price yet?
Give pilots their own stage with a scope, a site contact and a review date. A pilot is neither a lead nor a sale, and counting it either way misstates what you expect to sell.
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 robotics startups

Everything else we would do for you.

Closest to this: leads and follow-up

Also for robotics startups

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

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