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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.

Editorial illustration for CRM implementation and customisation

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”

    A client says the earlier quote was lower. No one can find it.

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.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

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

    Enquiries by source, reply time, conversion and cost per order, 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 reply time, a follow-up sequence, the page buyers land on 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

    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.

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.
Do you translate documents for us?
No. GullySales is a sales and marketing firm. We bring the enquiries in and help turn them into orders, and your own translators and reviewers do the language work.
Can you promise our pages will rank for visa translation?
No one can. We build pages that answer what clients search and record the requests that come from them. Rankings depend on search engines and competitors, and are never promised.
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.

More for translation and interpretation services

Everything else we would do for you.

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Also for translation and interpretation services

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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