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UI/UX design companies · CRM

Keep every portfolio review, sprint and proposal in one place a studio lead can read.

A CRM for a UI/UX design company is the record of every enquiry, portfolio review, sprint and proposal, kept so the studio knows what is in play and what was lost. GullySales works on the stages for a design sale, the fields that matter, and the habit of updating them after each call.

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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 UI/UX design companies

Sales and marketing for UI/UX design companies, the overview.

Last updated 18 Oct 2026.

For UI/UX design companies

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

  • “Design sales stall between sprint and contract”

    A discovery sprint ends, the deliverables are handed over and silence follows. Without a stage for the decision after the sprint, nobody asks for the larger project. The record should show which sprints have ended and who was told what.

  • “Enquiries live in the founder's email and WhatsApp”

    The studio lead remembers one conversation and misses another. When a designer takes over a client, the history sits in a chat that cannot be searched. A shared record gives the next person the context.

  • “Lost projects teach more than won ones”

    Why a founder chose a freelancer, or went with a studio abroad, tells you where your pitch is weak. Few studios write that reason down, so the pattern is never seen.

  • “A design system client is a long relationship”

    Embedded teams and design system work lead to months of contact. The record needs the people on the client side, the developers they work with and the date a renewal conversation is due, not just the first signed project.

What we do

What we deliver for UI/UX design companies.

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

  1. Pipeline stages for a design sale

    Stages such as enquiry, portfolio review, discovery sprint, proposal, contract and handover, each with a clear meaning.

    Result: A pipeline that matches how your studio sells.

  2. Field set for each opportunity

    Product type, who decides, who builds, budget range as stated, source of enquiry and the reason for a loss.

    Result: A record that supports later questions about what works.

  3. Setup in a tool your team uses

    The pipeline built in a CRM already in ordinary use in India, with forms feeding enquiries straight in.

    Result: A working system rather than a spreadsheet nobody opens.

  4. Update routine

    A short note on who updates what after a call, so the record stays current.

    Result: A habit the team can follow without extra meetings.

  5. Loss and win review

    A reading of closed deals, grouped by reason, to guide the next pitch.

    Result: A list of reasons drawn from your own sales.

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

Keep each portfolio review, sprint and proposal in one record that a studio lead can read before a call.

Product and stage
What the client is building and how far along it is. The lead enters it after the first call and uses it to pick the right offer.
Decision-maker and influencers
The founder, product head, developer lead and finance contact, with who decided what. It shows who needs a proof before signing.
Sprint status
Offered, scheduled, delivered or declined. It shows the pipeline between a portfolio review and a paid project.
Proposal sent and objection
What was proposed and the reason given for waiting. It tells the lead what to address in the next conversation.
Next product milestone
A launch, a funding round or a release the client has mentioned. It lets the studio write when design help is wanted.

Who it is for

This is written for these UI/UX design companies.

  • Product design studios for start-ups
  • Mobile app design specialists
  • Enterprise and SaaS dashboard design firms
  • Design system and component library builders
  • UX research and usability testing consultancies
  • Website and landing page design studios
  • Service design firms for banks and public bodies
  • Product design teams embedded with a client by the month

Not for

It is not the right fit if.

  • Your studio has a few leads and the lead designer knows each one, so a new record would only be another file.
  • Your project tool already holds client work, and adding enquiries there would mix two different jobs.
  • No one will update the record after a call, and a record filled in weeks later is a guess.

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 a small studio use?
One the team will keep open. A simple tool with a pipeline, notes and reminders is enough for a small studio. We set up the stages first, since a complicated tool that nobody updates is worse than a simple one.
Does the CRM replace our project tool?
No. Project tools track the work after the contract. The CRM tracks the sale and the relationship. The two meet at the handover from sales to the delivery team.
Which CRM should a small studio use?
One the lead will open daily. A shared sheet or a light tool works if it holds the product, the decision-maker, the stage and the next step. Choose on whether your studio will keep it current, not on the number of features.
Does the CRM replace our project tool?
No. The project tool holds work in progress and the CRM holds the sale before and after it. Link them by client name so the lead can see a past project before a new call, but do not mix tasks and sales stages in one list.
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 UI/UX design companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for UI/UX design companies

Or start from the overview: sales and marketing for UI/UX design companies.

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