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Water testing laboratories · CRM

Keep every enquiry, bottle and report in one record the whole lab reads.

A CRM for a water testing laboratory is one record linking the enquiry, the quote, the collection, the report and the next test due. GullySales works on setting up that record in a tool your front desk and collector will actually open.

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

Environmental testing laboratories: show a real physical business scene illustrating Sampling requests and field schedules. Plan sampling rounds by client, site and matrix, assign field staff, and prepare the bottle sets and preservatives needed for each visit before the vehicle leaves.

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 water testing laboratories

Sales and marketing for water testing laboratories, the overview.

Last updated 18 Oct 2026.

For water testing laboratories

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

  • “The enquiry and the collection live in different places”

    The front desk notes the request in a register and the collector plans a route from a phone message. When a visit slips, nobody sees it until the customer calls again. One shared record closes that gap.

  • “Past reports are the best sales list”

    The date of the last report, the parameters tested and the person who ordered it are the facts that start the next conversation. If they sit in report files only, nobody calls.

  • “A lab record needs more than a name”

    Each client needs the site, the type of water, the purpose, the accreditation scope used and the report format. A generic sales tool without those fields forces notes into free text that nobody can search.

What we do

What we deliver for water testing laboratories.

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

  1. A client record built for a lab

    Fields for site, water type, purpose, report format and the contact who signs.

    Result: The record holds what a lab needs to know.

  2. Stages from enquiry to report issued

    Enquiry, quote, booking, collected, in analysis, report sent and retest due, each with a clear owner.

    Result: Anyone can see where a job stands.

  3. A shared view for the front desk and collector

    A route list and booking status drawn from the same record.

    Result: The collector and front desk work from one slip.

  4. Retest due dates against each client

    The next test date set when the report is issued, with a call list drawn from it.

    Result: You open the day with the retests that are due.

  5. Simple reports from the record

    Enquiries by source, quotes against orders and bottles collected against bookings.

    Result: You read your own figures instead of guessing.

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

A lab record needs these fields beyond a name and a number.

Purpose of the test
Filled by the front desk at the first call. It decides the package quoted and later shows which buyer type brings repeat work.
Sampling point and access contact
Filled by the collector on the visit: tap, sump, borewell or outlet, and who opens the gate. It spares the next visit a round of calls.
Accreditation needed
Yes or no, set by the front desk after asking where the report will be filed. The lab head can then see requests outside the scope.
Report issued date
Entered by the lab when the report goes out. It is the starting point for the retest due date.
Retest due date
Set by the front desk from the plant's or hotel's own schedule. It builds the call list for the day.

Who it is for

This is written for these water testing laboratories.

  • Drinking water testing for households and housing societies
  • Testing for packaged drinking water and mineral water plants
  • Borewell and groundwater testing for farms and builders
  • Hotel, hospital and school drinking water compliance testing
  • Industrial effluent and boiler water testing laboratories
  • Swimming pool and cooling tower water testing
  • Construction water testing for concrete and curing
  • NABL-accredited labs and non-accredited local labs

Not for

It is not the right fit if.

  • Your front desk and collector will not update a shared record, and an unread record is worse than the diary you have now.
  • You handle so few samples that a paper register already holds every client, and a system would only add typing.

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 should a lab use?
The one your team will open each day. A simple spreadsheet or a low-cost CRM can serve a small lab. We choose based on your team size and how your collection works, and we do not push a particular product.
Can the CRM hold test results?
Keep the analytical results in your lab system. The CRM holds the commercial record: who, what was tested, when and what is due. Mixing the two risks errors and access problems.
Who should be allowed to change a client record?
The front desk and the collector, with the lab head able to view everything. They are the two people who learn new facts about a site, and a record only one of them edits lags behind the visit. Keep result data out of it.
How do we move old paper records into it?
Start with clients tested in the last couple of years and their retest dates, not the whole archive. Those are the clients likely to rebook, and a short clean record gets used. Add older names when they call.
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.
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 water testing laboratories

Everything else we would do for you.

Closest to this: leads and follow-up

Also for water testing laboratories

Or start from the overview: sales and marketing for water testing laboratories.

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