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AI development companies · CRM

Keep a record of each enquiry from first question to a running system.

A CRM for an AI development company is a shared record of every enquiry, proof of concept and production contract, with the sample data and objections attached. GullySales works on the fields, stages and habits that make that record useful to a small team.

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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 AI development companies

Sales and marketing for AI development companies, the overview.

Last updated 18 Oct 2026.

For AI development companies

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

  • “The sales cycle has stages a standard CRM does not include”

    A standard pipeline goes from lead to proposal to won. Yours also has sample data received, proof of concept scoped, proof of concept running, results reviewed and production agreed. Without those stages, stalled work looks the same as live work.

  • “The data question is a deal event”

    When a client's IT head asks where information goes, the deal changes pace. If that question and its answer sit in someone's inbox, the next person to speak to the client starts from nothing.

  • “Proofs that never reach production go unexamined”

    Without a record of why a proof of concept ended, the same mistake repeats. A reason code on each closed proof shows whether the problem was data, scope, budget or interest.

  • “Partner-sourced enquiries are easily lost”

    A software house that passes on a request expects to hear what happened. If the source is not recorded, the partner hears nothing, and the next referral goes to a competitor.

What we do

What we deliver for AI development companies.

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

  1. A stage list for your sales cycle

    Stages from first enquiry to production, with a plain exit rule for each so everyone moves a project in the same way.

    Result: A pipeline that tells stalled from live at a glance.

  2. Fields that matter

    A short list: use case, source, sample data status, data approver, sponsor, proof-of-concept scope and reason for a loss.

    Result: A form that takes a short time to fill and answers the questions you ask later.

  3. Setup in a tool you already use

    A working configuration in a CRM used in India, or a simple shared sheet if that is what fits a small team.

    Result: A tool the team opens daily, not one that waits for a review.

  4. A source and partner log

    A record of which partner, talk or search page produced each enquiry, with a reminder to report back to the partner.

    Result: Partners hear what happened to what they sent.

  5. A closed-proof review habit

    A short note on every proof of concept that ends, covering what the data looked like and what the client decided.

    Result: A written pattern of why proofs succeed or stop.

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

Fields worth keeping

Record the facts that decide an AI deal.

Task being automated
Filled by whoever takes the first call. It lets you group enquiries by use case and see which one reaches production.
Sample data received
A yes, no or partial, with the date. It shows which proofs of concept are stuck waiting on the client.
Data-handling approver
Name and role of the IT head or lawyer. Filled once identified, it shows who to brief before the demo.
Proof-of-concept outcome
Set when the proof ends: went to production, paused or dropped, with a reason. It feeds the review of stalled proofs.
Referring partner
Filled at enquiry. It lets you thank the partner and see which firms send work you can actually take.

Who it is for

This is written for these AI development companies.

  • Conversational AI and WhatsApp assistant builders
  • Document reading and data extraction specialists
  • Voice agents and call analysis providers
  • Computer vision firms for factories, retail and security
  • Recommendation and forecasting model builders
  • Generative AI application developers for enterprise teams
  • AI consultants who build proofs of concept for startups
  • Agent and workflow automation builders

Not for

It is not the right fit if.

  • You have fewer enquiries than one person can remember, and a spreadsheet would hold them with less setup.
  • Nobody owns the record, so fields would be half filled and the pipeline view would mislead.
  • You would copy a generic sales stage list that has no step for sample data or the data question.

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
Do we need a paid CRM for a team this size?
A well-kept shared sheet can do the job for a very small team. Move to a CRM when more than one person handles enquiries and notes start to go missing.
What should we record from a first call?
The task, the volume, whether sample data exists, who approves data handling and who holds the budget. Those five facts decide whether a proof of concept is worth scoping.
Who should own the CRM?
One named person. Shared ownership leaves nobody updating it. GullySales sets up the structure, and the habit of keeping it current has to sit with someone on your team.
Should client documents be stored in the CRM?
No. Keep the record to notes and file locations. Client documents belong in the secure store agreed in the contract. Putting them in the CRM spreads sensitive data across more people and tools than the client approved.
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 AI development companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for AI development companies

Or start from the overview: sales and marketing for AI development companies.

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