Skip to content
GullySales
Tell us what you need

Real estate investment advisors · CRM

Keep six months of family conversations in one place anyone can read.

A CRM for an adviser is a shared record of each family, the properties discussed, the people involved and the next step agreed. GullySales works on setting it up around your stages and moving the notes out of private chats into it.

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.

Realistic editorial illustration of property management companies at work in the United States

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 real estate investment advisors

Sales and marketing for real estate investment advisors, the overview.

Last updated 18 Oct 2026.

For real estate investment advisors

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

  • “A WhatsApp chat is not a record”

    Six months of land discussions live in one person's phone. If that person is travelling or leaves, the family has to explain everything again, and the trust built over repeated calls is lost.

  • “One family, many people”

    The buyer, their spouse, a parent and a CA may each need a call. A record built only around a single contact name misses the others. Each family needs a place to list every person and what they care about.

  • “Properties discussed matter as much as people”

    If a buyer asked about two plots and a pre-launch, the record should say which and why each was set aside. Otherwise the next call repeats the same ground and the buyer feels unheard.

  • “A tool the team avoids is worse than a sheet”

    A heavy CRM that nobody updates adds nothing. A simple one, with few fields and a habit of filling it after each call, works better than a grand tool left half used.

What we do

What we deliver for real estate investment advisors.

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

  1. Stages built around your sales path

    First enquiry, first call, corridor discussion, project meeting, decision, purchase and after-sale contact.

    Result: Every family sits at a stage you can name.

  2. A family record template

    Contacts, relationships, budget range, assets considered, concerns and the next call date.

    Result: Anyone on the team can pick up a conversation.

  3. Import of existing notes

    Old chats and spreadsheets are sorted and entered, with your review before they are loaded.

    Result: Past conversations are not lost.

  4. Reminders for the next call

    A date on every open family, with a list of calls due each day.

    Result: No family is left without a next step.

  5. Stage movement view

    A view showing how many families sit at each stage and where they stall.

    Result: You can see where buyers drop away.

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 real estate investment advisors.

  • Independent advisers who counsel individual families on buying land or flats as an investment
  • Advisers focused on NRI buyers and their family offices in India
  • New-launch specialists who work with several developers as channel partners and check RERA registration before advising a booking
  • Plot and land corridor specialists around growth areas such as Devanahalli, Hoskote or Sarjapur
  • Rental yield advisers working on commercial shops, offices and co-living buildings
  • Advisory arms of wealth managers and CA firms that include property in a client's plan
  • Fractional and managed real estate platforms that pool smaller investors, where SEBI rules on pooled schemes apply
  • Retired professionals and solo consultants advising friends and former colleagues

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 do you recommend?
It depends on your size and habits. A simple sheet is a fair start for a solo adviser. Tools such as Zoho CRM or HubSpot are in ordinary use in India when you have a team, and we help you choose.
Is client data safe in a CRM?
Choose a tool with proper access controls, and limit who can see what. Check the data protection rules that apply to your business with your own adviser, and keep only what you need.
Will our team actually use it?
Only if it is simple to fill. We keep fields to those you use on calls, and agree one habit, such as updating the record straight after each call.
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 real estate investment advisors

Everything else we would do for you.

Closest to this: leads and follow-up

Also for real estate investment advisors

Or start from the overview: sales and marketing for real estate investment advisors.

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