Best CRM for the oil and gas industry
Close big oil and gas deals with confidence
Long, complex sales that involve multiple stakeholders and shifting commodity prices can be tricky to manage.
The right CRM platform helps you track every contact, project and pipeline stage, so you never miss an opportunity.
Pipedrive makes it easy to see where deals stand, forecast revenue and prioritize actions to win more high-value oil and gas contracts.
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What to look for in a CRM for oil and gas businesses
When evaluating CRM software for oil and gas deals, crucial functionalities to look for include customizability and regional oversight.
Simple CRM solution: Prioritize onboarding ease for your team with no steep learning curve.
Customizable dashboards: Track unique lifecycles from exploration permits to production agreements.
Territory management: Better organize field reps and visualize sales data on an intuitive map.
Comprehensive integrations: Connect field management, regulatory and accounting apps you already use.
Pipedrive’s oil and gas CRM features and add-ons
Analyze your pipelines to close more contracts
In the oil and gas sector, long sales cycles and multiple stakeholders make it hard to see where deals get stuck or slow down.
Pipeline analysis reveals which opportunities move fastest, which need attention and how to prioritize team efforts across different locations and asset types.
Easily track deal progress, spot bottlenecks and forecast revenue using Pipedrive to organize your team and close faster.
Learn more about Pipedrive’s pipeline reports
Save time with AI in the field and office
Repetitive admin tasks fill your team’s days, especially when managing deals across sites and regions.
AI-powered automation handles routine tasks (from logging calls to scheduling follow-ups), so your reps can focus on selling and servicing clients.
Pipedrive’s AI tools work seamlessly to boost operational efficiency, accuracy and deal velocity.
Learn more about Pipedrive’s AI and automation features
Easily access crucial client and partner details
Scattered data across spreadsheets, email threads and field reports makes it tough to keep projects aligned and relationships strong.
With cloud-based CRM software, every contact, document and interaction is available on any device 24/7.
Pipedrive gives oil and gas teams instant visibility into client histories and partner updates, enabling smoother collaboration.
Learn more about Pipedrive’s CRM management features
Track reps driving oil and gas deals
When deal stakes involve millions, knowing which reps and activities deliver results is key to scaling success.
Performance tracking helps you see who’s closing, who needs support and how to optimize everyone’s efforts.
Pipedrive makes it easy to measure improvements, set goals and keep your team focused on the prospects and partners that generate the most revenue.
Learn more about Pipedrive’s team management features
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Get crucial contracts signed with the Smart Docs add-on
Smart Docs streamlines proposals, quotes and contracts for crucial oil and gas deals – all within Pipedrive.
Auto-fill docs with CRM data: Populate contracts and proposals automatically with deal and product information to reduce errors and save time.
Track when contacts open documents: Know exactly when someone reviews a file so you can follow up at the perfect moment.
Send and collect eSignatures: Let clients sign electronically without printing or downloading extra software to close deals faster.
Share templates company-wide: Give your team instant access to ready-to-use documents for consistency and smoother collaboration.