Skip to content
GullySales
GullySales
Tell us what you need

Translation and interpretation services · CRM

The visa file due on Friday should not live on a sticky note.

A visa file is due on Friday, the translator was never reminded, and the owner finds out on Thursday night. A CRM for a translation or interpretation agency keeps each client, project, quote and deadline in one record, and GullySales sets up the fields, the stages and the reminders.

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.

Translators review documents together

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 translation and interpretation services

Sales and marketing for translation and interpretation services, the overview.

Last updated 11 Oct 2026.

For translation and interpretation services

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

  • “A returning client is treated as new”

    For example, a manufacturer in Peenya sends a second manual and nobody knows the glossary used last time. The terms change between the two and the client notices.

  • “Deadlines live on sticky notes”

    A deadline noted on a sticky note stays with whoever wrote it. The translator holding the file never sees it, and the client rings on Friday morning.

  • “Quotes are lost in chats”

    For example, a client rings to say the quote for a 4,000-word agreement was lower last time. The coordinator who sent it is on leave, the figure sits in a personal WhatsApp chat, and the agency must either match a price it cannot see or argue with the client.

What we do

What we deliver for translation and interpretation services.

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

  1. Client and contact records

    Individuals and companies with the languages, the types of document and the person who deals with them.

    Result: A returning client is recognised at once.

  2. A project record for each file

    Document, language pair, word or page count, deadline, translator, reviewer and certification need.

    Result: Every file has an owner and a due date.

  3. A quote log

    The quote, the basis, the date sent and the outcome, with the reason for a loss noted.

    Result: A past quote is found in one place.

  4. Glossary and style notes by client

    The terms and names agreed for each corporate client, attached to their record.

    Result: Terms stay the same from one project to the next.

  5. Reminders and a deadline list

    A daily list of files due and quotes awaiting an answer.

    Result: A file is not missed only because someone forgot it.

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

What to record, and when

What a translation agency should record for each enquiry and project.

Who the client is and why they need it
Record whether they are an individual or a company, and the purpose: visa, admission, court filing, export or product literature. The purpose decides the certification.
The document, the languages and the size
Write the document type, the source and target language and the count. Record the count before quoting, not after.
The deadline the client gave
Write the date the client needs the copy and the date you promised. The two can differ, and you will want to see both.
The translator and the reviewer
Note who translated and who checked. If a client later queries a term, you know who to ask.
The outcome and the reason
Mark the quote as accepted, lost or pending, with the reason: price, deadline, language or no reply. Review the reasons with your team.
Do you need software yet?
If one person handles a few files a day, a well kept sheet is enough. Move to a CRM when files are handed between people or deadlines begin to slip.

Who it is for

This is written for these translation and interpretation services.

  • Certified translation for visa, immigration and admission files
  • Legal and court document translation
  • Technical and manufacturing manual translation
  • Medical and pharma document translation
  • Website and software localisation
  • Subtitling and audio translation
  • Business and conference interpreters
  • Medical and international patient interpreters

Not for

It is not the right fit if.

  • One person handles a handful of files a week and already keeps a sheet that works. A CRM would add upkeep with nothing to coordinate.
  • Your translators work from their own phones and nobody is willing to say where a file's status is read from. The record will go stale in a week.
  • You want a translation management system that assigns jobs to freelancers and pays them. This is a client, quote and deadline record.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  1. 1

    List what a file needs

    We sit with your coordinator and write down what must be known before a quote goes out: the document, the language pair, the word or page count, whether it needs certification, and the date the client was promised.

  2. 2

    Bring in the open files and the clients

    The files in progress, the quotes still waiting for an answer and the corporate clients you work for again go in first, with each client's glossary attached, so a second manual from the same factory starts from the first.

  3. 3

    Set the stages and the reminders

    A file moves from enquiry to quote sent, accepted, with the translator, with the reviewer and delivered. The coordinator gets a daily list of files due and quotes nobody has answered.

  4. 4

    Run real files through it

    A few live files go through with your translators and reviewer. Any field nobody fills in is dropped, and where translators will not update a record, the coordinator does it from the delivery message.

  5. 5

    Read the quote outcomes

    We compare quotes sent with quotes accepted, files returned late and returning clients recognised, and read the reasons given for lost quotes, so you can see whether you lose on price, deadline or language.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Spreadsheet or a CRM?
A sheet works while one person keeps it and files are few. A CRM becomes useful when translators, reviewers and a coordinator all touch the same file and reminders are needed.
Our translators will not update it. What do we do?
Keep the fields few and make the record the only place a file's status is read from. Coordinators can update on the translator's behalf from the delivery message.
Is the WhatsApp chat enough as a record of a file?
No, chats are lost with a phone and cannot be searched by client. Copy the key points, the quote and the deadline into the project record, and keep the chat as a back-up.
Who owns the data if we change the tool?
You do. The client list, projects and notes should export in a plain format, and the account should be in the company's name, not an employee's.
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 translation and interpretation services

Everything else we would do for you.

Closest to this: leads and follow-up

Also for translation and interpretation services

Or start from the overview: sales and marketing for translation and interpretation services.

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