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Excavation and earthmoving contractors · CRM

Record every site, every call and every machine in one place, not in three phones.

A CRM for an earthmoving contractor is the record of each site enquiry, quote, booking and repeat customer, kept where the office and the operators can see it. GullySales sets up what to record, who updates it and the follow-ups that fall due, before anyone buys software.

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.

Editorial illustration for CRM implementation and customisation

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 excavation and earthmoving contractors

Sales and marketing for excavation and earthmoving contractors, the overview.

Last updated 11 Oct 2026.

For excavation and earthmoving contractors

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

  • “The booking diary and the enquiry list are different books”

    The machine schedule shows who is booked. It does not show who asked and was told no, or who has a job next month.

  • “Builders reappear under different names”

    The same project manager calls from his own number, the site engineer's number and the office. Three entries for one customer hide the repeat work.

  • “Nobody writes down why a quote lost”

    The job went to a rival with a lower hourly rate, or the machine was busy, or the owner decided to wait. Without the reason, every lost quote looks the same.

What we do

What we deliver for excavation and earthmoving contractors.

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

  1. An enquiry sheet with site, machine and date

    One row per site: the caller, the location, the job, the machine, the date wanted, the quote and the outcome.

    Result: Every enquiry has a status and nobody has to remember it.

  2. A customer list with the sites under it

    Each builder or plot owner listed once, with the sites, the machines used and the last date worked.

    Result: You see which builders keep coming back.

  3. Follow-up dates on open quotes

    A date set against every quote that has not become a booking, with who will call and what to ask.

    Result: A quote does not go cold unnoticed.

  4. A lost-quote reason list

    A short list: rate, machine busy, date, owner postponed, chose a rival, no reply. Picked on every lost quote.

    Result: You learn whether you lose on price or on availability.

  5. Machine and operator availability alongside

    The schedule linked to the enquiry sheet, so a request for next Tuesday gets an honest answer on the call.

    Result: You stop promising a machine that is already booked.

  6. A short sitting over open quotes and repeat customers

    Fifteen minutes with the sheet to see open quotes, sites about to start and customers due a call.

    Result: The sheet gets used because it is used for something.

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 an earthmoving contractor should write down about each enquiry, site and customer, and whether software is needed yet.

Caller, site and the contact on site
Write the person who called, the person who signs the work order and the person who will meet the operator. They can be three different people, and the work order may sit with the second.
Job type, machine and ground
Note the job, the machine that fits, and what you know about the ground: soil, rock, water, slope. This fixes the rate basis and the machine. Update it after the site visit.
Date wanted, date promised
Record both. A gap between them is how bookings sour. If the machine was busy and the buyer waited, write it, because it explains a later lost job.
Quote basis and amount sent
Hourly, per load or per job, the amount and the minimum. A quote without its basis cannot be compared with what the builder was told by a rival.
Outcome and reason
Booked, lost or deferred, with one reason picked from the list. Add the date. Reasons are where the pattern appears, and are worth more than the count.
Do you need software yet?
A shared sheet is enough while one or two people take enquiries. Move to a CRM when several people update it, builders have many sites each, or reminders are missed. Choose after the sheet is being used.

Who it is for

This is written for these excavation and earthmoving contractors.

  • Backhoe loader owners with one or two JCBs
  • Excavator and hydraulic rock breaker operators
  • Basement and foundation excavation contractors
  • Site development and plot levelling contractors
  • Tipper and earth transport owners
  • Pond digging and farm earthwork contractors
  • Road and trench work sub-contractors
  • Mixed fleets supplying builders and layout developers

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the crm work runs

  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.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should I start with a spreadsheet or a CRM tool?
Start with a sheet that your office will actually fill. If the columns are stable after a few weeks and several people need reminders, move to a CRM. Buying software before the habit exists gives you an empty tool and the same missed follow-ups.
The operators will not update anything. What do I do?
Do not ask them to. Operators report the day's work to the office by call or message and the office writes it down. Ask the operator for one thing only: the site and hours each evening.
What about chats and calls that never reach the sheet?
Treat the chat as the source and the sheet as the record. The office reads new chats each day and adds one row per site. A booking that is only in a chat is not yet a booking in your books.
Who owns the data if a staff member leaves?
The company does, so keep the sheet or CRM in a company account with your login as owner. Do not let customer lists live in personal Gmail, personal phones or one person's laptop. Remove access on the day someone leaves.
Do you help with the machines or only the marketing?
Only the marketing and sales side. Machines, operators, permissions and the digging remain your team's. We set up the pages, the enquiry record and the follow-up, and report calls against bookings.
Can marketing help in the monsoon months when the ground is wet?
It helps with the weeks after. Builders book machines before the ground dries, so the calls and the messages go out in the last weeks of the rains. Searches for farm ponds and drainage carry on through the wet season.
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.

More for excavation and earthmoving contractors

Everything else we would do for you.

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Also for excavation and earthmoving contractors

Or start from the overview: sales and marketing for excavation and earthmoving contractors.

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