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Plotted development companies · CRM

Keep one record from first enquiry to registered sale deed for every plot buyer.

A CRM for a plotted development company is one shared record of every enquirer, the plots they were shown and the next step owed to them. GullySales sets up the fields, the stages and the habits so brokers' buyers and direct buyers are all in one place.

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Plotted development companies: show a real physical business scene illustrating Layout and plot inventory. List every venture, phase and plot with plot number, dimensions, area, facing, corner or road-facing status and rate. Each plot reads as available, held or booked, and a hold can carry an expiry.

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.

Last updated 18 Oct 2026.

For plotted development companies

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

  • “Plot sales run across months, and the notes live on phones”

    A family visits, goes home to think, returns with an uncle and pays a token later. If the first visit's notes sit in one executive's phone, the next executive starts again and the buyer repeats everything.

  • “A plot status kept in two places goes wrong”

    One list in a spreadsheet and another with the brokers means two plot statuses. Booked plots remain on offer. A CRM that links each enquiry to a plot number, and each plot to one status, removes the second list.

  • “Broker-sourced buyers vanish when the broker leaves”

    If only the broker has the buyer's number, the company has no way back. Capturing the buyer's details on the record, with the broker named as the source, keeps the relationship with the company.

  • “A token paid without a record causes disputes”

    When a token is taken, the record should show who paid it, for which plot and under what terms of the booking form. A note in a chat is not a record a manager can open.

What we do

What we deliver for plotted development companies.

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

  1. Stage design

    Stages that match how plots sell: enquiry, site visit, shortlist, token, agreement, registration.

    Result: Every enquiry sits in one stage that the sales team recognises.

  2. Plot-linked enquiry fields

    Plot number, size, price quoted, source, broker and persona on each record.

    Result: You can pull a list of everyone interested in one plot.

  3. Plot status control

    One owner for the plot list, with bookings entered the day they happen.

    Result: The website, the brokers and the sales team see the same status.

  4. Visit notes template

    A short note filled after each site visit: who came, what they asked, what was promised.

    Result: The next call begins from the last visit's note.

  5. Pipeline view for the manager

    A single screen showing open enquiries by stage and by source.

    Result: The manager can see where buyers stop answering.

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.

Who it is for

This is written for these plotted development companies.

  • Authority-approved residential layouts on city outskirts
  • Companies converting agricultural land into plotted layouts under local rules
  • Gated plotted communities with roads, parks and a clubhouse
  • Joint development partners who develop a landowner's land and share the plots
  • Small layouts of ten to forty plots in towns
  • Commercial and industrial plots near highways
  • Plots sold with a construction option on the same land
  • Companies selling plots in tier-two towns to families living abroad

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.

Which CRM should we use?
Choose one the sales team will actually open, in ordinary use in India, with mobile access and a plot field. The habit of filling it matters more than the brand of the tool.
Will brokers use it?
Give brokers a simple way to submit a buyer, such as a form or a message to a named person, and enter the details yourselves. Asking brokers to maintain their own login is not worth the effort.
What about buyers' documents?
Store them in a restricted folder linked to the record, with access for the people who need them. Handle personal data as your adviser and the law require.
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.

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.