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POS software providers · CRM

Track every shop, dealer and renewal in one record anybody on the team can read.

A CRM for a POS software provider is one shared record of enquiries, trials, installs, dealers and licence renewals, so nobody has to ask which dealer handled which shop. GullySales works on the fields, stages and views that fit selling billing software through resellers.

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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 POS software providers

Sales and marketing for POS software providers, the overview.

Last updated 18 Oct 2026.

For POS software providers

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

  • “The shop and the dealer are two records”

    A sale involves the owner who uses the software and the dealer who installed it. A system that holds only one of them cannot say which dealer is active or which shop has gone quiet after installation.

  • “A trial is not a customer”

    An owner may try the software on a laptop for some days without paying. The record needs a stage for trial, for install, for first bill and for paid, so the team sees where shops stall.

  • “Renewal is a date, and dates are forgotten”

    A yearly licence slips when the renewal sits in a spreadsheet nobody opens. The CRM should list every licence by due date and flag the shops that never opened the software after install.

  • “Hardware complaints land on the wrong desk”

    A support call about a printer is logged as a software fault. A field that records the cause lets you separate a real software problem from a dealer-supplied device, and see which dealer's installs cause trouble.

What we do

What we deliver for POS 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 list built for dealer-led sales

    Fields for trade, city, dealer, hardware supplied, trial start, install date, licence due date and cause of any complaint.

    Result: The record shows the full path from enquiry to renewal.

  2. Pipeline stages for POS

    Enquiry, demo, trial, install, first bill and paid, with a rule for what moves a shop from one to the next.

    Result: Every shop sits in one named stage.

  3. Dealer view

    A page for each dealer showing leads passed, installs done and licences due in the dealer's area.

    Result: You can see which dealers are active.

  4. Renewal list by due date

    A view of licences ordered by date, with WhatsApp and call scripts attached.

    Result: Nobody discovers a lapsed licence by accident.

  5. Cause tag for support calls

    A simple tag separating software, hardware, setup and training issues on each support record.

    Result: Complaints are sorted by true cause.

  6. Import of current records

    Existing sheets, phone contacts and old enquiries cleaned and loaded into the system.

    Result: The history is in one place on day one.

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

These fields let one record follow a shop from trial to renewal.

Trade and counters
Set at first contact by whoever takes the enquiry. It decides the demo, the dealer and whether the account needs multi-store handling.
Dealer who installed
Filled when the install is booked. It shows which dealer's shops go quiet and which dealer's installs raise the most support calls.
Trial stage
Trial started, install done, first bill printed, paid. The support lead updates it, so the team sees where shops stall after install.
Licence renewal date
Entered at sale by the account manager. It builds the renewal list and flags shops that never opened the software after install.
Cause of each support call
Tagged by support as software, printer, scanner or training. It separates real software faults from device issues in the dealer's installs.
Accountant's name
Added when the owner mentions one. An accountant who recommends the software is worth keeping in the record for renewals and referrals.

Who it is for

This is written for these POS software providers.

  • Retail shop billing and inventory software
  • Restaurant, cafe and cloud kitchen POS
  • Pharmacy billing with batch and expiry tracking
  • Salon, spa and clinic appointment and billing software
  • Supermarket and grocery POS with weighing scale support
  • Multi-store and franchise POS with central reporting
  • Mobile and electronics shop billing with serial number tracking
  • Garment and footwear POS with size and colour variants

Not for

It is not the right fit if.

  • Dealers hold the customer details in their own books and will not share, so your record would list names with no history.
  • Nobody will tag support calls by cause, so the cause field would be blank within weeks.
  • You have fewer than a handful of live shops, so a spreadsheet would serve until the volume justifies a tool.

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 or will a sheet do?
A sheet can hold a small number of shops, but dealer views and renewal lists get hard to keep clean as it grows. Choose a tool your callers will open daily; adoption matters more than features.
Should dealers have access to our CRM?
Give dealers a view of only their own leads and installs. Showing one dealer another's shops causes disputes, and a limited view keeps the record honest.
How do we keep dealer-sold shops in our CRM when dealers resist?
Make the record worth their while. Give the dealer a view of their own shops with renewal dates, and offer to book the renewal call jointly. A dealer who sees a reminder list tends to share the details, and the record improves from there.
What should we do with trial shops that never paid?
Keep them in the record with a stage and a reason, such as stuck on barcode setup or chose a free app. A year later the reason tells you whom to call back. Delete nothing, and respect any shop that asked to be left alone.
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 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 POS software providers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for POS software providers

Or start from the overview: sales and marketing for POS software providers.

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