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Building information modelling consultants · CRM

Keep every tender, scope and proposal on one record you can read in a minute.

A CRM for a BIM consultancy is the shared record of each contractor, consultant and developer, the tender they are bidding for, the scope you proposed and the stage of the decision. GullySales sets up the fields and rules, so the tender close date and the person who will give the outcome are never left in someone's inbox.

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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 architecture firms 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 building information modelling consultants

Sales and marketing for building information modelling consultants, the overview.

Last updated 18 Oct 2026.

For building information modelling consultants

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

  • “A tender has dates that an ordinary contact list ignores”

    The close date, the evaluation stage and the person who will tell you the result decide when to call. A CRM built for generic sales leaves those in notes, where nobody sees them in time.

  • “The same contractor appears on several bids”

    One firm may bid on several tenders and ask for a different scope on each. A record per company, with a record per tender beneath it, keeps the history straight when a new clause arrives.

  • “Rescue jobs and planned jobs need separate marks”

    A model started badly by another team has different fees and a different outcome. Marking the type on each record shows how much work comes from planned projects and how much from repair.

  • “Freelancers and partners are part of the picture”

    Associate modellers, scanning vendors and architects who refer work all touch a project. Recording who brought or supported a job shows where relationships actually come from.

What we do

What we deliver for building information modelling consultants.

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

  1. A company and tender structure

    Companies, contacts and tenders arranged so each bid sits under the firm and its people.

    Result: One search shows every bid for a contractor.

  2. Fields for BIM scope

    Scope sold, building type, disciplines, software and level of development as the buyer stated them.

    Result: You can compare proposals of the same type.

  3. A tender calendar view

    Close dates, evaluation stages and the named person for the result, in one list.

    Result: Each call to ask the outcome is made on time with a name.

  4. Source and type marks

    Source of each enquiry, and a mark for planned or rescue.

    Result: You can see which sources bring planned projects.

  5. Simple handover from sales to delivery

    A summary sheet generated from the record when a contract is won.

    Result: The delivery team starts with what was promised.

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 building information modelling consultants.

  • Modelling and coordination firms working for contractors
  • Consultants appointed by developers and project managers
  • Scan-to-BIM and as-built modelling specialists
  • Revit modelling teams serving architects and MEP firms
  • Structural BIM detailing and rebar modelling teams
  • 4D and 5D BIM planning and quantity specialists
  • Facility management and digital twin consultants
  • Freelance modellers growing into 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?
One your team will open daily. Choices in India include Zoho CRM and HubSpot, and a well-kept spreadsheet is a fair start. We set up whichever you pick.
Do we need to move old records?
Move the live tenders and the clients you expect to hear from again. Older records can stay archived and be imported only if a pattern needs them.
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 building information modelling consultants

Everything else we would do for you.

Closest to this: leads and follow-up

Also for building information modelling consultants

Or start from the overview: sales and marketing for building information modelling 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.

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