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Arbitration and mediation firms · CRM

Keep every counsel, drafter and enquiry in one record you can search.

A CRM for an arbitration or mediation firm is the single record of counsel, companies, referrers and enquiries, with who spoke to whom and what comes next. GullySales works on the fields, stages and habits that fit a registry, and leaves matter files to your case system.

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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 law firms 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 arbitration and mediation firms

Sales and marketing for arbitration and mediation firms, the overview.

Last updated 18 Oct 2026.

For arbitration and mediation firms

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

  • “Contacts live in several inboxes”

    Registry staff, panel members and the secretary each hold part of the picture. When a drafter writes to one person, nobody else knows. A shared contact record shows the whole relationship before anyone replies.

  • “The stages are not those of a sale”

    A matter moves from enquiry to registration, appointment, sittings and close. A generic sales pipeline hides this. Stages named for your registry, such as enquiry received, scope confirmed, papers requested, filed, tell staff exactly where each one stands.

  • “Confidential detail must stay out”

    A CRM is not the place for parties' claims or documents. Holding them there risks exposure to people who should not see them. The record holds the contact, the dispute type and the next step, and the matter file stays in your case system.

  • “Referrers need their own view”

    Counsel who send matters are a different group from enquirers. A record that shows when a referrer last heard from you, and what they sent, tells the secretary who to call.

What we do

What we deliver for arbitration and mediation firms.

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

  1. Fields for a registry

    Contact type, firm, dispute type, source, clause named and next step, kept small.

    Result: Each enquiry has the same short set of fields.

  2. Stages named for your process

    Stages from enquiry to close, with a plain rule for moving between them.

    Result: Every open enquiry sits at one named stage.

  3. Referrer view

    A filtered list of counsel and bodies who sent matters, with date of last contact.

    Result: You can list referrers not contacted for the longest time.

  4. Confidentiality rule for entries

    A written note on what may and may not be entered, agreed with your counsel.

    Result: Staff have one rule to follow when entering notes.

  5. Import of existing contacts

    Your sheets and address books cleaned and loaded once, with duplicates merged.

    Result: Contacts appear once, with their history gathered.

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

Who it is for

This is written for these arbitration and mediation firms.

  • Institutional arbitration centres
  • Commercial mediation centres and private mediators
  • Boutique arbitration practices with senior arbitrators
  • Construction and infrastructure dispute resolution firms
  • Online dispute resolution platforms
  • Shipping and trade arbitration practices
  • Family and community mediation services
  • Arbitrator panels attached to chambers of commerce

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 record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

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 choose?
One your staff will use. Ordinary tools in India such as Zoho CRM or HubSpot are sufficient for this scale. We pick by who will enter data and what your counsel permits to be stored.
Can the CRM replace our case management system?
No. It records relationships and enquiries. Matter files, orders and documents stay in the system built for them, and the CRM links to the reference number only.
Who can see the records?
Only staff who need them. Set access by role, and check data protection obligations with your own adviser, since contact details of individuals are personal data.
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 arbitration and mediation firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for arbitration and mediation firms

Or start from the overview: sales and marketing for arbitration and mediation firms.

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