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Commercial architects · CRM

Record each pursuit, because a proposal that nobody follows up is lost work.

A CRM for a commercial architect is a shared record of contacts, briefs and pursuits that does not depend on one partner's memory. GullySales sets it up around your pursuit stages and trains the team to keep it current.

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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 commercial architects

Sales and marketing for commercial architects, the overview.

Last updated 18 Oct 2026.

For commercial architects

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

  • “Pursuits last for months”

    A proposal goes in, the client says wait, the land deal slips and the matter goes quiet. Without a record, nobody knows who to call next or what was promised in the room.

  • “Relationships live in one phone”

    The principal knows the developer's projects head, but the associate who works on the job does not. When that partner is unavailable, the relationship has no second holder.

  • “Spreadsheets drift”

    A tracker kept by one person goes stale when that person is busy. A tool with a clear stage list, a next-action date and a reminder is harder to let slide, as long as it is simple.

What we do

What we deliver for commercial architects.

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

  1. Stage design

    A list of stages from first contact to appointment, including brief received, shortlist, presentation, fee proposal and negotiation.

    Result: Every pursuit sits in one stage.

  2. Contact and company records

    Developers, corporate teams and advisers entered with role, building types and relationship owner.

    Result: The practice holds the relationship, not one person.

  3. Pursuit notes template

    A short form to log who attended, what was promised and the next step after every meeting.

    Result: The next person can pick up the pursuit cold.

  4. Reminder routine

    A next-action date on every open pursuit, with a short review of overdue ones.

    Result: No pursuit is left without a date.

  5. Team training

    A short session for partners and associates on what to log and how, with the tool kept as light as possible.

    Result: Each person knows what they enter and when.

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 commercial architects.

  • Office and business park architects
  • Retail, mall and showroom design practices
  • Hospital and healthcare building architects
  • Industrial, warehouse and logistics park architects
  • Mixed-use and township planning practices
  • Hotel and hospitality building architects
  • Educational campus architects
  • Practices that work only for corporate occupiers

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 suits a small practice?
One that the team will actually update. A simple tool with stages and reminders is enough to start, and we help choose from those in ordinary use in India. Complexity can come later.
Will partners really use it?
Only if it saves them time. We keep the entries short, run the review meeting from the tool itself and have the associates enter notes after meetings, so the partners read more than they type.
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 commercial architects

Everything else we would do for you.

Closest to this: leads and follow-up

Also for commercial architects

Or start from the overview: sales and marketing for commercial architects.

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