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Document scanning and digitisation services · CRM

Keep every enquiry, site visit, quotation and project in one record.

A CRM for a scanning firm is the record of each buyer, the documents they hold, the site visit, the quotation and the project that followed. GullySales sets up a simple system the whole sales team uses, so a quotation does not die in someone's inbox.

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

Colleagues reviewing digitised records beside paper documents and a scanner

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 document scanning and digitisation services

Sales and marketing for document scanning and digitisation services, the overview.

Last updated 22 Oct 2026.

For document scanning and digitisation services

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

  • “Quotations stall in someone else's inbox”

    The person who asked for the quotation takes it to a colleague or committee, and the firm hears nothing. Without a record showing who has it and when it was sent, nobody knows who to call.

  • “The record must carry the technical details”

    A quotation depends on the document type, the condition, the volume, the place and the indexing asked for. If these live in separate emails, the estimator starts again. One record that holds them speeds a repeat quotation.

  • “Tenders need their own tracking”

    A tender has a closing date, a document list and a submission method. A record that lists each tender, its status and the person responsible helps the firm avoid missing the date. The register should also hold the result and the reason, for the next bid.

  • “Repeat clients are invisible in a mailbox”

    A hospital or law office that finished one project may need another. A record of past projects, dates and contacts shows whom to approach and gives you the history to talk about. A record turns past clients into a list you can actually call.

What we do

What we deliver for document scanning and digitisation services.

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

  1. A simple CRM for the sales team

    A tool that stores buyers, contacts, sectors, document types, site visits, quotations and projects.

    Result: One place holds every buyer's story.

  2. Quotation status tracking

    A view showing each quotation sent, who holds it and when it was last chased.

    Result: Stalled quotations are visible.

  3. A tender register

    A list of tenders found, the closing date, the documents needed and who is responsible.

    Result: No tender is missed through confusion.

  4. A project history record

    A record of completed projects by type, size range and client permission to be named.

    Result: Project sheets can be built from the record.

  5. Source and outcome reports

    A view of enquiries by source, quotations sent, orders won and repeat clients.

    Result: You see where orders come from.

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 document scanning and digitisation services.

  • Scanning bureaus working at the client's premises
  • Large format and engineering drawing scanning firms
  • Medical record digitisation firms for hospitals and diagnostic centres
  • Legal and court record digitisation vendors
  • Book, library and archive scanning houses
  • Land record and property document digitisation firms for builders and government departments
  • Document management and archive storage providers
  • Data entry and OCR firms that also scan
  • Microfilm and microfiche conversion units

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
Is a spreadsheet enough?
For a very small firm, a tidy shared sheet is a start. When more than one person quotes or you handle tenders, a CRM that records quotations and tenders saves lost opportunities.
What should be recorded from a site visit?
The documents, their condition and volume as estimated, the access, the people met and what the buyer said about the budget and approvals. These notes become the basis of the quotation.
Who should see the buyer records?
Only the staff who quote and follow up. Contact details and project notes are business data and sometimes personal data, so store them in one protected place and ask your own adviser about the rules that apply to you.
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 document scanning and digitisation services

Everything else we would do for you.

Closest to this: leads and follow-up

Also for document scanning and digitisation services

Or start from the overview: sales and marketing for document scanning and digitisation services.

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