Skip to content
GullySales
Tell us what you need

Fundraising consultants · CRM

Keep every founder conversation, deck version and next call in one record.

A CRM for a fundraising consultant is the single record of each founder, promoter and referrer, with the stage of their raise, the state of their documents and what happens next. GullySales sets this up to fit a small advisory practice, without heavy software.

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 business consultants 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 fundraising consultants

Sales and marketing for fundraising consultants, the overview.

Last updated 18 Oct 2026.

For fundraising consultants

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

  • “A raise has a long gap between first call and mandate”

    A founder says "we will come back after the term sheet" and goes quiet for months. Without a record with a date against it, that founder is forgotten, and the mandate goes to whoever called back first.

  • “Deck versions and conversations scatter across apps”

    The deck is on email, the comments on WhatsApp, the call notes on paper. When the founder returns, the consultant spends time rebuilding what was said. One record per founder keeps the file where the conversation is.

  • “Referrers need tracking as much as founders”

    The incubator manager who sent three founders is a source. If the record shows only founders, nobody remembers to thank the referrer, report back or notice that the source has gone quiet.

  • “Confidentiality shapes what the record holds”

    Cap tables and investor lists are sensitive. The record needs who may see which file, and a rule that nothing from one founder reaches another, written down before the data is entered.

What we do

What we deliver for fundraising consultants.

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

  1. A founder record with the fields that matter

    Stage, sector, accounts status, round size sought, source, deck state and next call, set up to match how you qualify.

    Result: Any conversation can be picked up from the record alone.

  2. A referrer list linked to founders

    Each incubator, CA and angel group recorded with the founders they sent and the state of each.

    Result: You can see who sends you work, and who has stopped.

  3. A simple board of stages

    Columns from first enquiry to qualified, paid review, mandate and closed, so the position of every founder is visible at a glance.

    Result: The board shows where conversations stall.

  4. Access rules for sensitive files

    A written note of who sees which documents, and a way of storing cap tables and models away from general chat.

    Result: Client files are handled by a rule, not by habit.

  5. A short training note for your team

    A one-page guide on what to log after every call and where to put the deck version.

    Result: A new team member updates the record the same way you do.

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 fundraising consultants.

  • Early-stage technology startups raising a seed or pre-seed round
  • Growth-stage companies looking for a Series A or later round
  • Family-owned manufacturers raising growth capital or private equity
  • Companies seeking venture debt or working capital from NBFCs
  • Real estate and infrastructure developers looking for project funding
  • Hospital and clinic chains raising expansion capital
  • Agri, food and consumer brands preparing for an institutional round
  • Social enterprises seeking grants and impact funding

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 a small advisory firm use?
One that you will open every day. A simple tool you keep up beats a large tool you avoid. Choose from those in ordinary use in India after seeing your enquiry flow, and check the vendor's current terms on data.
Can the CRM hold client documents?
It can link to them. Cap tables and models are better kept in a store with proper access control, with the record pointing there. Ask your own adviser about duties of confidentiality to clients.
Do I need to move old founders in?
Start with the founders from the last year who could raise again. Older records can follow. A short list that is correct is worth more than a long list nobody trusts.
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 fundraising consultants

Everything else we would do for you.

Closest to this: leads and follow-up

Also for fundraising consultants

Or start from the overview: sales and marketing for fundraising consultants.

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