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Company secretarial firms · CRM

Keep every enquiry, quote and renewal date where a partner can see it.

A CRM for a company secretarial firm is a record of each enquiry, each client and the date each retainer ends. GullySales sets up a simple tool and fields that fit a practice of a few partners, rather than a system built for a sales team.

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 chartered accountants and accounting 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 company secretarial firms

Sales and marketing for company secretarial firms, the overview.

Last updated 18 Oct 2026.

For company secretarial firms

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

  • “Enquiries live in inboxes and phones”

    A founder writes to one partner and calls another. With no shared record, nobody knows who replied, what was quoted or whether the lead was dropped.

  • “Renewal dates sit in a diary”

    A retainer lapses when the date is remembered by one person and that person is busy at the filing peak. A shared renewal field puts the date in front of the whole team.

  • “Referrer history is lost”

    The firm forgets which CA sent which client. When the referrals slow, nobody can say whether a source has gone quiet.

  • “Client detail needs care”

    A CRM holds company names, directors and shareholder details. Access and storage need a clear policy so confidential data stays with those who need it.

What we do

What we deliver for company secretarial firms.

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

  1. Field set for a secretarial practice

    Fields for company type, source, service quoted, retainer start and renewal date.

    Result: Every record answers the same questions.

  2. Enquiry-to-retainer stages

    A short list of stages from first enquiry to signed retainer, agreed with your partners.

    Result: Each lead has a clear status.

  3. Referrer record

    A list of referrers with the clients each sent and the outcome.

    Result: You know which introducers bring retainers.

  4. Renewal view

    A view that shows retainers ending soon, for a partner to act on.

    Result: No renewal date depends on one person's memory.

  5. Access and data note

    A short note on who can see which records and how client details are stored.

    Result: Staff know how confidential data is handled.

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 company secretarial firms.

  • Private limited companies with promoters and no in-house secretary
  • Startups that have raised money from angels or venture funds
  • Companies with foreign shareholders or directors
  • Closely held public companies that must hold board and general meetings
  • Listed small and medium companies needing a secretarial auditor
  • One person companies and Section 8 companies
  • Limited liability partnerships needing annual filing support
  • Family business groups with several companies to keep in order

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
Do we need paid software?
Not at the start. A well-built spreadsheet or a low-cost tool can hold these fields. We recommend a tool only if your team will use it every day.
Who updates the record?
Whoever receives the enquiry. We agree the habit with your team so that one person is not left to fix everything at the end.
Is client data safe in a CRM?
That depends on the tool and how your team uses it. Choose a tool whose current terms your firm has read, restrict access, and keep sensitive documents in your usual secure store.
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 company secretarial firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for company secretarial firms

Or start from the overview: sales and marketing for company secretarial firms.

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