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Structural and civil engineers · CRM

Keep every architect, builder and committee in one record you can search.

A CRM for a structural practice is one place that holds each contact, each enquiry and each fee proposal, with the date of the next call. GullySales sets up a register that fits how engineers work, so an enquiry received during a site visit is not lost in a phone's call log.

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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 structural and civil engineers 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 structural and civil engineers

Sales and marketing for structural and civil engineers, the overview.

Last updated 5 Oct 2026.

For structural and civil engineers

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

  • “The relationship lives in one partner's phone”

    An architect who has sent work for ten years is known to one engineer in the practice. If that engineer is on leave or leaves, the others do not know the last project, the fee agreed or the habits of the office. A shared record turns a personal relationship into the practice's asset.

  • “A proposal is a live item until someone closes it”

    A fee proposal for a commercial block goes out, and nothing marks it as waiting. Without a status and a next date it drops from memory within days. Each proposal needs an owner, an amount, a date sent and a date to call.

  • “Enquiries arrive on site, on WhatsApp and by email”

    A committee member rings while the engineer stands at a footing. A plot owner sends a plan on WhatsApp. Unless someone writes both into one register, the second enquiry waits until the first is remembered.

  • “Project history answers the next architect's question”

    When an architect asks whether you have designed a podium over a basement before, the answer sits in files. A record that tags each project by building type and structural system lets you reply in minutes rather than searching folders.

What we do

What we deliver for structural and civil engineers.

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

  1. A register built around your actual enquiries

    Fields for the source, building type, location, plan stage, who referred and the fee quoted, kept short enough that someone fills them in.

    Result: Every enquiry has a row, a source and an owner.

  2. Pipeline stages that match how you work

    Stages such as enquiry received, site visited, proposal sent, negotiation, appointed and lost, with a reason noted for each loss.

    Result: You can see where proposals stall.

  3. A contact list of architects and builders

    Each person with their firm, the projects shared, the last contact and the next planned touch.

    Result: No specifier goes quiet without someone noticing.

  4. Past-project tagging

    Completed work tagged by building type, structural system and role, with the architect credited where agreed.

    Result: You can answer a similar-project question from the register.

  5. Setup in a tool you will use

    A choice between a spreadsheet and a simple hosted CRM in ordinary use in India, based on the size of your team, and a short guide for the people who will fill it in.

    Result: The team knows where to write what, and does so.

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

Fields worth keeping

The fields a structural practice should record against every enquiry and proposal.

Building type and floors
The person taking the call fills it in, for example a G+3 apartment or a steel shed. It lets you answer a similar-project question from the register and not from folders.
Referred by
Filled in on the first call. It shows which architects and builders actually send fee income, so a quiet one is noticed before work stops.
Soil report received
A yes or no kept by the engineer handling the job. It stops design starting on assumed bearing capacity and records when the owner was asked.
Scope in the proposal
Drawings, calculations, number of site visits and certificates, noted by whoever sends the proposal. It lets you explain the gap when a drawings-only quote wins.
Decision maker and who objects
For an association, the secretary and the member resisting cost. For a builder, the person who signs. It tells you whom to call next and what to answer.
Reason lost
Recorded when a proposal is declined, such as fee, scope or timing. After a few entries it shows whether you lose on price or on explanation.

Who it is for

This is written for these structural and civil engineers.

  • Structural design consultancies for residential and commercial buildings
  • Independent structural engineers working with architects
  • Structural audit, testing and retrofitting specialists
  • Pre-engineered and steel building design consultants
  • Civil engineering consultancies for roads, drainage and site development
  • Proof checking and peer review consultants
  • Geotechnical and soil investigation firms
  • Project management and site supervision consultancies

Not for

It is not the right fit if.

  • Enquiries are arriving only a few times a year, so a written list of dates in a notebook already holds everything that exists.
  • Nobody in the practice has agreed to write an enquiry in on the same day, and a register that is filled in late is worse than none.
  • You want the CRM to chase proposals for you, but no one has decided who actually calls the builder or the committee.

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 sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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 small practice?
For a small team, yes, if each proposal has a status and a date to call. The tool matters less than the habit. We move to a hosted CRM only when several people need to update the same records at once.
Will clients see this record?
No. It is your internal register. Clients see only what you send them, such as a proposal or a project summary.
Who in the practice should update it?
Whoever receives the enquiry writes it in on the same day, and whoever sends a proposal records the amount and the follow-up date. We agree these two rules with you at the start.
Can the register hold site inspection records too?
Keep it separate. The CRM tracks enquiries, proposals and contacts, while inspection notes belong with the project file. You can link the two by project name, so the history is findable without mixing sales notes into the technical record.
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.

From the blog

Further reading for structural and civil engineers.

All articles

More for structural and civil engineers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for structural and civil engineers

Or start from the overview: sales and marketing for structural and civil engineers.

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