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Strategy consulting firms · CRM

Keep every introduction, meeting and proposal in one record the partners share.

A CRM for a strategy firm is a shared record of sponsors, referrers, meetings and proposals, kept so that no relationship depends on one partner's memory. GullySales sets up the fields and rules for a few long conversations and does not push a heavy tool.

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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 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 strategy consulting firms

Sales and marketing for strategy consulting firms, the overview.

Last updated 18 Oct 2026.

For strategy consulting firms

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

  • “The pipeline is small and every entry counts”

    A strategy firm may follow only a handful of sponsors at a time, each over a long stretch. Software built for volume adds noise. The record needs the sponsor, the referrer, the decision under discussion and the next step, and little else.

  • “Referrers need their own records”

    The banker who introduced a sponsor is a relationship worth tracking in itself. The record shows who introduced whom, what came of it and when a partner last spoke to the referrer, so thanks and updates are not forgotten.

  • “Partners keep the history in their heads”

    When a partner leaves or is deep in an engagement, the history of a sponsor goes along. Meeting notes entered in a shared place let a colleague take up the conversation without asking the sponsor to repeat everything.

  • “Confidentiality limits who sees what”

    Notes on a promoter's family or finances are sensitive. The record needs access rules agreed by the partners, and plain fields in place of free text where a note could embarrass the client if the wrong person read it.

What we do

What we deliver for strategy consulting firms.

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

  1. A field list for sponsors and referrers

    Only the details the partners use: role, sector, decision under discussion, introducer and next step.

    Result: Nobody is asked to fill a field that no one reads.

  2. Stages from introduction to second phase

    Introduction, first meeting, paid diagnostic, full engagement and post-delivery check-in, named in the partners' words.

    Result: Every sponsor sits at a stage all partners recognise.

  3. Access rules

    A short agreement on who sees which notes, written down and applied in the tool.

    Result: Sensitive notes are visible only to the partners who need them.

  4. Import of existing contacts

    Contacts gathered from partner address books and old spreadsheets, cleaned and entered once.

    Result: The record starts with the relationships the firm already holds.

  5. A pipeline review sheet

    One page listing each open sponsor, the next step and the partner responsible, for use in the partners' own meeting.

    Result: The meeting works from one page and not from memory.

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 strategy consulting firms.

  • Boutique firms led by former corporate strategy heads
  • Market entry and diversification advisers for manufacturing groups
  • Growth strategy firms working with family-owned businesses
  • Firms advising private equity and venture-backed companies
  • Sector specialists in healthcare, education or real estate strategy
  • Corporate strategy practices attached to chartered accountancy firms
  • Independent advisers who sit on boards as strategy members
  • Strategy teams within larger management consulting firms

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 tool should we use?
A simple one that the partners will actually open. Several ordinary tools in use in India suit a small pipeline. We recommend after seeing how the partners work, and you should check each vendor's current terms.
Will partners have to enter a lot of data?
The aim is a few fields entered right after a meeting, so entry takes minutes and not an evening of catching up.
Is client data safe in a CRM?
Safety depends on the tool and the rules. We agree who sees what, keep sensitive detail out of free text and ask you to check the vendor's data terms with your own adviser.
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 strategy consulting firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for strategy consulting firms

Or start from the overview: sales and marketing for strategy consulting firms.

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