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Low-code and no-code development agencies · CRM

Track each idea from first message to signed version-one list.

A CRM for a low-code agency records every enquiry, the idea, the platform suggested, the quote and what happened next. GullySales works on the fields, stages and notes that suit a small team selling builds and support.

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

A developer reviewing a visual application workflow on a monitor

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 low-code and no-code development agencies

Sales and marketing for low-code and no-code development agencies, the overview.

Last updated 22 Oct 2026.

For low-code and no-code development agencies

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

  • “Enquiries arrive in too many places”

    A WhatsApp voice note, a form, a directory message and a LinkedIn comment all start a lead. If they live in different phones, the same founder can be asked the same question twice.

  • “The idea is the record, not just the person”

    A lead needs the idea, the users, the platform fit and the budget range. A bare name and number tells the next person nothing about the conversation.

  • “Support plans are a second sale that is easy to miss”

    The build is one sale and the care plan another. A CRM that tracks live apps and their support status lets the agency offer a plan when the build finishes and a review as usage grows.

  • “Quotes without records go quiet”

    A founder who asked for a quote and heard nothing after the first reply may choose another agency. A record of the last contact and the next step keeps the quote from being forgotten.

What we do

What we deliver for low-code and no-code development agencies.

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

  1. A CRM or sheet set-up for builds

    Fields for the idea, users, platform, budget range, source and the version-one list, with stages from enquiry to signed.

    Result: A record where each lead shows its idea and stage.

  2. A single inbox for all sources

    A habit and a form that copy WhatsApp, directory and social enquiries into one list.

    Result: One list holds every enquiry whatever the source.

  3. A live apps register

    A list of apps built, the platform, the client, the plan and the date of the next review.

    Result: Every live app has a plan status and a review date.

  4. Quote tracking

    A view of open quotes with the last contact, the next step and the reason if lost.

    Result: Open quotes show the next step.

  5. A short training for the team

    A hands-on session that shows what to record at each stage and why.

    Result: The team uses the same stages in the same way.

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

Fields that follow an app idea from first message to signed scope.

Idea in one line
The sales lead fills it from the first message. It lets anyone on the team pick up the thread and judge fit without rereading the chat.
Platform proposed
The builder fills it after the scoping call. Over time it shows which platforms produce signed builds and which produce quotes that go nowhere.
Users in the first year
Entered as the buyer stated it. It flags enquiries where the platform plan may become a problem before a proposal is written.
Version-one feature list
A short list agreed on the call. Changes to it after signing are then visible, which helps when scope creep appears.
Platform account owner
Buyer or agency, recorded at proposal. It prevents disputes at handover and shows if a client expects ownership you have not agreed.
Reason for losing the quote
Price, choice of platform, a freelancer, or silence. The sales lead records it after the last follow-up so the next pitch can answer it.

Who it is for

This is written for these low-code and no-code development agencies.

  • First-time founders building a marketplace, booking or community app
  • Startups wanting a working version to show investors
  • Small manufacturers and distributors replacing spreadsheets with an internal tool
  • Clinics, schools and coaching institutes needing booking and fee tracking
  • Company departments building approval and reporting tools on Power Apps
  • Agencies and consultants who resell a built app to their own clients
  • Overseas founders hiring an Indian team for a no-code build
  • Zoho and Microsoft customers extending the tools they already pay for

Not for

It is not the right fit if.

  • You handle only a few enquiries and track them in one shared sheet that works, so a CRM would add work without adding clarity.
  • Nobody has agreed who updates a record after a call, so the CRM would fill with stale entries.
  • You have not defined your stages from enquiry to signed scope, so there is nothing for the CRM to reflect yet.

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 suits a small agency?
Pick one the team will open every day, whether a spreadsheet, a tool like Zoho CRM or a simple board. The best system is the one whose records are complete, so favour a simple tool that everyone uses.
Should we connect the CRM to WhatsApp?
If the volume justifies it, a WhatsApp Business integration can log chats. Start simply by copying the key details into the record after each conversation. Automate once the routine is stable.
What should we record about a lost quote?
Record the reason given, the platform proposed and the price band. After a few months you will see whether you lose on cost, on trust or on fit, which tells you what to change in the pitch.
What if different builders scope in different ways?
Agree on a shared set of fields for the scoping call and keep each builder's notes in free text beside them. The agency's constraint is that every build differs by platform, so the fields capture what is comparable and notes hold the rest.
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 low-code and no-code development agencies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for low-code and no-code development agencies

Or start from the overview: sales and marketing for low-code and no-code development agencies.

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