CRM administration and support · Sales
Keep the CRM running properly instead of quietly falling out of date.
A CRM set up correctly at launch drifts over time. Fields get added without a plan, workflows break when a process changes, and a user leaves without their access being cleaned up. Nobody in a small business has the time to be a full-time CRM administrator, so small issues accumulate until the system feels more trouble than it is worth.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
CRM administration and support is the ongoing technical upkeep of your CRM: user access, workflows, fields, integrations and the day-to-day helpdesk for anyone with a system issue. GullySales runs this administration so the CRM stays reliable without needing a dedicated in-house administrator.
This service is that ongoing administration. It keeps user access current and fixes broken workflows. It manages fields and integrations too. It is also the place to raise a CRM problem and get it fixed, rather than work around it.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“Nobody owns the CRM once it is set up”
The system was configured at launch and has had no dedicated attention since, so small issues, a broken workflow, a field nobody uses, accumulate unaddressed.
“User access is out of date”
Former employees still have access, and new hires wait weeks to be set up, because nobody has a routine for managing this.
“Reported issues go into a queue that never clears”
Someone flags a broken automation or a missing report, and it sits unresolved because there is no dedicated person responsible for CRM upkeep.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
User and access management
Access added, removed and adjusted as people join, leave or change roles, kept current rather than reviewed occasionally.
Workflow and automation upkeep
Automations and workflows checked and fixed as processes change, so they keep doing what they are meant to.
Field and data structure management
Fields and layouts kept clean and relevant, removing clutter that has built up over time.
Integration maintenance
Connections with email, WhatsApp or other tools kept working and adjusted as those tools change.
CRM helpdesk
A place for anyone using the system to raise an issue and get a response, rather than working around a broken feature indefinitely.
How the result is measured
- Open CRM issues by age
- Access accuracy against current staff list
- Workflow failures caught and fixed
- Time to resolve a reported issue
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for you if these sound familiar.
- Businesses running a CRM with no dedicated administrator watching over it
- Companies where CRM issues are reported and never actually fixed
- Sales teams that have added workflows and fields over time until the system feels cluttered
- Businesses integrating the CRM with other tools, WhatsApp, email or a website form, that need ongoing upkeep
Not for
It is not the right fit if.
- You need the team trained to actually use the CRM well, not just the system kept running. That is CRM adoption and training
- You have a capable in-house CRM administrator already handling this
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the work runs
- 1
Audit the current CRM
We review user access, workflows, fields and integrations to find what has drifted or broken.
- 2
Clean up and stabilise
Access corrected, broken workflows fixed and unnecessary clutter removed.
- 3
Set up ongoing support
A helpdesk process established for issues as they arise going forward.
- 4
Maintain and report
Regular checks and a simple report on system health, so drift does not build up again unnoticed.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix that matters most, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Which CRM systems do you support?
Is this the same as implementing a new CRM?
How much time does this typically take each month?
Can this include training users on the system too?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
By industry
CRM administration and support, written for your industry.
Related services
Often bought with this, or instead of it.
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.