Oil and Gas CRM
You realise a dealer has fallen below target when the monthly sales figure comes in. Yet the signal was discussed far earlier, during a field visit, and written down nowhere.
A station is an account record; its region, period volume target and actual figure sit in its fields. Those below target gather in one list, and the visit task opens from that record.
- Open every dealer as a separate account; see the sales target, performance and contract term in a single list
- Track bulk fuel contracts, price agreements and renewal dates so that they warn you in advance
- Let the field team enter the inspection form, the photo and the maintenance request from the mobile app during the visit
- Build the accounting connection on the Logo, Netsis or SAP side over a REST API, specifically for your project
- Run dealer correspondence from a single business number with a team inbox, so conversations stay on record independently of staff
| Station Network Management | A station is an account record; the region it belongs to, its period volume target and the actual figure sit in its fields; stations below target gather in a single list and the visit task opens from a record on that list. |
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| Contract and Quote Management | A contract is a record attached to the account; the price agreement and the renewal date sit in its fields, and approaching expiries drop into a list. |
| Field Operations Tracking | A visit is a task; the inspection form, the photo and the maintenance request are entered into the same record from a phone, and the app is live on both the App Store and Google Play. |
| ERP Connection | We build the Logo, Netsis and SAP connection ourselves; there is no out-of-the-box module. The connection is built specifically for each project over a REST API covering 183 business objects, OAuth2 and webhooks; the scope is shared in writing at the discovery call. |
| Tank and Pump Calibration Tracking | The tanks and pumps at a station are equipment lines attached to the station record; the last calibration date and the next date sit in fields, and a task is opened for the regional team for equipment whose due date is approaching. |
In fuel distribution the dealer relationship hangs on a table of dates: contract expiry, target period, inspection cycle. When those dates sit in a file kept by a single person, the renewal conversation only comes up close to the end of the contract and you sit down at the table late.
In Rapitek CRM the dealer record carries the contract, the target and the visit history together; the photo taken during a visit and the inspection form filled in there land under the same record. We configure the setup around your dealer and field process and we migrate your data; after the discovery call we give you a date, not a range.
