Skip to content
GullySales
Tell us what you need

Sand and aggregate suppliers · CRM

Keep every builder, site and balance in one place, not on a loader's phone.

A CRM for a sand and aggregate supplier is a shared record of builders, sites, orders and balances that the whole office can read. GullySales works on choosing a simple tool, setting its fields to your trade and getting the loader and clerk to use it.

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.

Quarry staff examine aggregate samples at a safe observation point

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 sand and aggregate suppliers

Sales and marketing for sand and aggregate suppliers, the overview.

Last updated 18 Oct 2026.

For sand and aggregate suppliers

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

  • “The phone is the database and it walks out with the loader”

    When the builder's number and the last order sit on one person's mobile, a resignation takes the customer list with it. A shared register is the first protection against losing regulars.

  • “A builder has several sites and a CRM must know it”

    One contractor can have a villa in one town, a block in another and an RMC contract elsewhere. Records need a builder and a list of sites under it, or the history is scattered.

  • “Credit is part of the customer record”

    If the balance sits in the accounts book and the order in the CRM, nobody sees both at once. The loader dispatches to a builder who has not paid because the screen does not show it.

  • “A tool nobody opens is worse than a notebook”

    A complex system loses to the loader's habit. A small set of fields, filled in at the time of the order and checked every evening, is better than a long form completed later.

What we do

What we deliver for sand and aggregate suppliers.

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

  1. A builder and site record

    Name, phone, sites, materials bought, last order and persona type for each buyer.

    Result: A new clerk can see a builder's full history.

  2. Order entry in a few fields

    Material, quantity, site, tipper and time, entered when the order is taken.

    Result: Every order has a record before the tipper leaves.

  3. A credit field beside the order

    Balance and limit shown on the same screen as the new order.

    Result: The order desk sees the balance before dispatch.

  4. Reminders for repeat buyers

    A prompt when a regular builder has not ordered for longer than usual for them.

    Result: The owner sees which regulars have gone quiet.

  5. Training for the loader and clerk

    A short session and a one-page guide in the language the office speaks.

    Result: The people who take orders can use the tool.

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 the builder, the site and the balance on one record.

Builder and each site
The clerk adds a site when the first order comes. A builder with three sites is seen as one account.
Materials the builder orders
Filled from delivery notes. Lets you remind a builder of the next material they need.
Credit balance and due date
Entered by the accounts clerk beside the order. Stops a new order going to a builder who is overdue.
Tipper and driver on the last delivery
Recorded at dispatch. Helps trace a complaint to a load.
Date of the last order
Calculated by the tool. Shows the regular who has gone quiet.

Who it is for

This is written for these sand and aggregate suppliers.

  • River sand and sand-substitute suppliers
  • M-sand suppliers
  • 20 mm and 40 mm aggregate suppliers
  • GSB, WMM and road base suppliers
  • Suppliers to RMC and block plants
  • Tipper fleets that deliver to sites
  • Suppliers with a stock yard in the city
  • Suppliers selling filling earth and gravel

Not for

It is not the right fit if.

  • Your loader and clerk keep orders on their own phones and will not hand them over.
  • You do not record credit, and the tool would show orders but not who owes you.
  • You want to buy a large system before you have written a single order into a notebook.

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 will you use?
We pick the simplest tool you will use, which may be a shared sheet or an ordinary CRM in ordinary use in India. The fit matters more than the brand.
Can it connect to my accounts software?
Some tools connect and some do not. We check your accounts software first and, where it does not connect, set a simple way to copy balances across.
Who owns the data?
You do. We set up the tool in your own account, and you hold the logins.
Who owns the builder list when a clerk leaves?
The business owns it, and the record should live in a tool the owner controls, not on a staff phone. Set access by role, change the passwords when someone leaves, and write the rule in the job terms. Take advice on data and employment rules.
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 sand and aggregate suppliers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for sand and aggregate suppliers

Or start from the overview: sales and marketing for sand and aggregate suppliers.

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.

Tell us what you need