Skip to content
GullySales
Tell us what you need

E-commerce software providers · CRM

Keep every trial store, agency and upgrade in one record the team trusts.

A CRM for an e-commerce software provider holds the sellers, agencies and trial stores in one place, with how far each has got. GullySales sets up the stages, fields and routines so that a stalled trial or a near-limit store gets noticed by a named person.

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 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 E-commerce software providers

Sales and marketing for E-commerce software providers, the overview.

Last updated 18 Oct 2026.

For E-commerce software providers

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

  • “Trials live in the product and sales live in the CRM”

    Product usage sits in the admin database while the sales team works from a sheet. A seller who added products and connected a gateway looks identical to one who did nothing. Joining the two views is the first job.

  • “Agencies need records of their own”

    An agency is not a lead and not a customer. It is a source of stores. A CRM that only tracks one company per record loses which stores belong to which agency, and so loses who deserves attention.

  • “The stages of a trial are not the stages of a deal”

    Account created, products added, payment connected and first order are product milestones. A sales pipeline of demo, proposal and close sits beside them. Mixing the two in one field leaves nobody sure what the stage means.

  • “Cancellation reasons vanish into emails”

    When a store leaves, the reason arrives in a message and stays there. Recording it in the same record as the plan and the sales history lets the team see why sellers go and what a win-back would need to address.

What we do

What we deliver for E-commerce software providers.

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

  1. A field and stage design

    Trial milestones and sales stages kept apart, with a short definition for each.

    Result: Everyone reads each stage the same way.

  2. A trial milestone feed

    A routine that updates the record when a store reaches a milestone, whether by integration or a daily export.

    Result: The record shows how far a trial has got without anyone asking.

  3. Agency records linked to stores

    A way to attach each store to the agency that brought it.

    Result: You can open an agency and see every store it has sent.

  4. Task rules for stalled trials and near-limit stores

    Named owners and a prompt on records that reach certain conditions.

    Result: No stalled trial sits without a person responsible.

  5. A cancellation log

    A required reason field and a note on every store that leaves.

    Result: Reasons for leaving are in one place and can be counted.

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

Join what the seller did in the trial to who they are.

Store created and products added
Pulled from the product by an export or a sync; shows who stalled before listing anything.
Payment gateway connected
Marked from the product; separates a seller ready to sell from one still testing.
Source agency or partner
Entered by sales; lets you see which partner brings stores that stay and which brings trials that stop.
Plan and upgrade trigger
Updated by account management; shows what pushed a seller to a higher plan so the team can offer it earlier.
Migration status of catalogue
Marked by the onboarding person; shows whether the move is done, in progress or waiting on the seller.

Who it is for

This is written for these E-commerce software providers.

  • Hosted storefront platforms for small D2C brands
  • Multi-vendor marketplace software for niche marketplaces
  • Headless commerce and API-first platform providers
  • Order, inventory and warehouse management tools for online sellers
  • Marketplace listing and multi-channel sync software
  • Theme, plugin and app developers on top of larger platforms
  • B2B ordering portals for distributors and wholesalers
  • Mobile shopping app builders for local retailers

Not for

It is not the right fit if.

  • Product data cannot yet be exported, and the record would hold only what sales types in.
  • You have too few trials for a system, and a sheet kept by one person is enough.
  • Agencies and sellers share one list, and the team has not decided how to record a partner.

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
Which CRM should we use?
The one your team will keep updated. We work with the tools already in use in India, such as HubSpot or Zoho, and recommend a change only when the present tool blocks what you need.
Can we connect the CRM to our product data?
A daily export or an event feed from your product to the CRM may be possible, depending on how your system is built. Your developers decide what is feasible, and we specify what the sales team needs.
Will this replace our support desk?
No. The CRM tracks the commercial relationship. Support tickets stay in your help desk, though a link between the two shows the team the whole history of a store.
Will this replace our support desk?
No. The record holds who the seller is and what stage they reached. The support desk holds tickets. Link the two by store ID so a salesperson sees an open ticket before calling about an upgrade.
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 E-commerce software providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for E-commerce software providers

Or start from the overview: sales and marketing for E-commerce software providers.

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