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Software testing companies · CRM

Track each trial from the first enquiry to the second release.

A CRM for a testing company records who enquired, which domain they work in, what trial was offered and whether it led to a second release. GullySales works on the fields, stages and views so that your team can see where each opportunity stands.

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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 software development companies 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 software testing companies

Sales and marketing for software testing companies, the overview.

Last updated 18 Oct 2026.

For software testing companies

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

  • “The trial is the real stage, not the proposal”

    A testing deal turns on whether the one-release trial goes well and continues. A CRM with stages like proposal sent and negotiation hides the point where deals are won or lost. Make the trial and the second release stages of their own.

  • “Domain is a field that a standard CRM lacks”

    Whether the lead is lending, claims, hospital software or e-commerce shapes which case to send and which tester to bring. If that sits only in someone's memory, the next follow-up is generic.

  • “Agencies and direct clients need different handling”

    A studio that sends several clients behaves unlike a product firm buying for itself. Record the source of each opportunity and the agency behind it so that partner referrals can be thanked and measured.

  • “Procurement documents belong with the account”

    Empanelment forms, signed confidentiality terms and security questionnaires get asked for again at each renewal. If they live in someone's inbox, the account manager rebuilds them every time.

What we do

What we deliver for software testing companies.

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

  1. A stage design for trial-led selling

    Stages from enquiry to scoped trial, trial running, report delivered, second release and engagement, each with an exit rule.

    Result: A pipeline that mirrors the way your deals actually move.

  2. Fields for domain, role and source

    Fields for the domain, the role of the contact, whether it came via an agency and the release date at stake.

    Result: A list view you can filter by domain or by agency.

  3. A document attachment routine

    A place on each account for the empanelment pack, confidentiality terms and security answers.

    Result: Account pages where a procurement request can be answered from one place.

  4. Views for the sales lead

    Saved views for trials running, reports awaiting feedback and accounts with no contact since a given date.

    Result: Views that the sales lead opens in a review meeting.

  5. An import from current records

    A one-time clean-up of the contacts in spreadsheets and email into the chosen CRM.

    Result: One list of contacts with duplicates merged and the fields filled.

  6. A short guide for testers

    A page for test leads on what to note after a call with a client, in their own words.

    Result: Notes from the delivery side that reach the account record.

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 software testing companies.

  • Manual and functional testing teams
  • Test automation and framework specialists
  • Performance and load testing providers
  • Security and penetration testing firms
  • Mobile app and device-lab testing providers
  • API and integration testing specialists
  • Domain-focused QA for banking, insurance and healthcare software
  • Independent QA firms that review another vendor's delivery

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 should we use?
The one your team will keep updated. Indian firms commonly use a tool such as Zoho CRM or HubSpot. GullySales works inside your choice and focuses on the stages and fields.
Should testers update the CRM?
Test leads should add what they hear from clients, since they learn about the next release first. Keep the form short, and let the account owner handle the rest of the record.
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 software testing companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for software testing companies

Or start from the overview: sales and marketing for software testing companies.

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