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Energy management and audit companies · CRM

Record the bill, the trigger and the decision-maker, or the follow-up has nothing to hold on to.

A CRM for an energy audit company is the shared record of every plant, building and contact, from the first enquiry through the audit, the report, the retrofit and the renewal. GullySales sets up the fields an auditor needs, moves your sheets and WhatsApp notes into it, and shows where enquiries stopped.

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

An energy auditor takes readings beside an electrical cabinet

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 energy management and audit companies

Sales and marketing for energy management and audit companies, the overview.

Last updated 6 Oct 2026.

For energy management and audit companies

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

  • “Plant data lives on one auditor's laptop”

    Connected load, tariff and last audit date sit in folders on the person who did the job, and when that person leaves, the account's history leaves with the person.

  • “Open recommendations are never chased”

    A report lists many actions and no record says which ones the plant has done, so the follow-up call has no purpose.

  • “One contact stands for a whole group”

    A hospital group or a factory with several units is recorded under one name, so the facility manager who changed jobs is never found again.

What we do

What we deliver for energy management and audit companies.

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

  1. Fields for a plant or building

    Sector, DISCOM, tariff category, sanctioned demand, connected load, bills received and the date of the last audit, so an auditor opening the account sees the plant at once.

    Result: No one asks the client for the same data twice.

  2. Contacts by role and by site

    The utility head, the owner, the finance approver and the consultant recorded separately for each site, with the date each contact last changed jobs.

    Result: A move to another employer does not end the relationship.

  3. A tracker for recommendations

    Each recommended action with its cost, owner, status and whether the saving was verified, ready to be picked up on the follow-up call.

    Result: Open actions become reasons to call.

  4. Stages from enquiry to retrofit

    Enquiry, bills received, site walk-through, proposal, audit, report, debrief, retrofit and verification set as stages, each with the date it was reached.

    Result: You see where plants stop.

  5. Sheets, WhatsApp chats and cards brought in

    Contacts and notes from spreadsheets, exported chats and visiting cards merged, de-duplicated and tagged with their source.

    Result: The history of your accounts sits in one place.

  6. Reminders for due dates and access limits

    Reminders for audit cycles, surveillance audits and verification reviews, and permissions so a client's consumption data is seen only by those who need it, read against the baseline recorded before work starts.

    Result: Repeat work is offered on time and client data stays contained.

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 to record for every energy audit enquiry, and why each field earns its place.

Plant or building, DISCOM and tariff category
Record these at the first call. They tell the auditor which tariff order applies and whether the enquiry fits your region and your sectors.
The trigger and its date
Write down what started the enquiry: a penalty line, a tariff revision, a mandated audit, a lender or a customer. A date attached to the trigger shows how urgent it is.
Decision-maker and who signs
Record the person who called, the person who approves spending, and anyone else who reads the proposal. Update it whenever one of them changes.
Recommendations and their status
After every report, list each action with its owner on the client side and its status. This is the raw material for the follow-up call and the next proposal.
Reason lost
When a plant goes elsewhere, record why in the buyer's words, such as price, a dealer's free audit or a delay. Patterns in these notes show what to fix first.
Do you need software yet?
If one person handles every live enquiry, a shared sheet with these fields is enough. Move to a CRM when two people touch the same account or follow-ups start slipping.

Who it is for

This is written for these energy management and audit companies.

  • Energy auditors accredited for designated consumers in sectors such as textiles, cement, paper and metals
  • Energy audit and management consultancies serving MSME factories and industrial area clusters
  • Building energy auditors for hospitals, hotels, malls, IT parks and campuses
  • ISO 50001 consultants who set up and audit energy management systems
  • ESCOs that finance a retrofit and are paid from the savings
  • Energy monitoring and sub-metering companies selling meters and dashboards
  • Power quality specialists working on harmonics, capacitor banks and maximum demand
  • Green building and sustainability consultants who model energy use for rating systems

Not for

It is not the right fit if.

  • Auditors will not enter a plant's details after a visit, and a CRM left empty would only repeat the laptop-and-WhatsApp problem.
  • The firm handles a handful of live clients that one person remembers well, so a shared record would add work before it adds value.

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 sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

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
Spreadsheet or CRM for a small audit firm?
A sheet works while one person handles every live enquiry and the fields above are filled in. Once two people share accounts, or reports and recommendations need tracking, a CRM prevents the duplicates and missed follow-ups a sheet allows.
Our auditors will not update it. What then?
Make it short and useful to them. Give each auditor a view of only their own accounts and open actions, ask for six fields at the end of a visit, and have the manager read the record in the review. A record nobody reads goes stale.
A lot of our dealings are on WhatsApp. How do we keep them?
Copy the key lines into the record the same day and save attachments against the account. Chats stay as backup, but the CRM holds the dates, the decisions and who said what, because a chat on one phone goes when the phone does.
If we switch CRM or agency, whose data is it?
You do. The CRM account should be in your company's name with an owner you control, and you should be able to export every record at any time. Ask for that in writing before any data is loaded.
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.

From the blog

Further reading for energy management and audit companies.

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Everything else we would do for you.

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