The oil and gas industry faces unique challenges that standard business software often can’t address. From managing complex, multi-year drilling projects to tracking equipment across remote locations, energy companies need specialized tools to stay competitive. Customer relationship management (CRM) systems designed for oil and gas operations help companies streamline vendor relationships, manage lengthy sales cycles, and coordinate between field operations and corporate headquarters.
This article compares the top CRM solutions for oil and gas businesses, including detailed feature breakdowns, pricing information, and guidance on choosing the right platform. We’ll also explore why energy companies like SPOC Automation trust HubSpot to manage their customer relationships and drive growth. According to recent CRM research, companies using CRM tools see a 27% increase in customer retention and 47% report improved customer service efficiency.
Table of Contents
What is a CRM for oil and gas?
A CRM for oil and gas is a specialized platform that manages customer relationships, vendor partnerships, and project workflows specific to energy sector operations. These systems track long-term contracts, regulatory compliance requirements, and multi-stakeholder projects that can span several years.
HubSpot‘s CRM supports oil and gas companies with custom pipeline stages, deal tracking for complex energy projects, and integration capabilities that connect field operations with corporate sales teams.
Best CRMs for Oil and Gas Companies at a Glance
|
CRM |
Key Features |
Pricing |
Free Trial |
|
HubSpot |
Custom pipelines, project tracking, regulatory compliance tools |
Free tier available; Starter at $15/month |
Yes – Free forever plan |
|
Salesforce Energy Cloud |
Industry-specific modules, advanced analytics, compliance tracking |
Starting at $150/user/month |
Yes – 30 days |
|
Microsoft Dynamics 365 |
ERP integration, field service management, supply chain tools |
Starting at $95/user/month |
Yes – 30 days |
|
SAP CRM |
Deep ERP integration, advanced reporting, industry templates |
Custom pricing starting at $150/user/month |
Contact for demo |
Choosing the right CRM can transform how your energy company manages client relationships and project workflows. Here are the top platforms designed to handle the unique demands of oil and gas operations.
Best CRM Software for Oil and Gas Businesses
1. HubSpot
HubSpot is best for: growing oil and gas companies that need scalable solutions without the complexity of enterprise-only platforms.
Key HubSpot Features
- Custom pipeline management: HubSpot allows oil and gas companies to create pipeline stages that match their unique project lifecycle, from initial exploration permits to final production agreements
- Project tracking and deal management: HubSpot’s deal tracking system helps energy companies monitor multi-million dollar projects across extended timelines, with custom properties for regulatory milestones and compliance checkpoints
- Integration capabilities: HubSpot connects with field management software, accounting systems, and regulatory reporting tools commonly used in oil and gas operations
HubSpot Pricing
- Free tier with basic CRM functionality
- Starter Plan: $15/user/month or starting at $9/user/month when billed annually
- Professional Plan: $1,450/user/month for automation and reporting
View detailed HubSpot pricing.
2. Salesforce Energy Cloud
Best for: Large oil and gas enterprises requiring industry-specific modules and advanced compliance tracking capabilities.
Key Salesforce Energy Cloud Features
- Industry-specific modules: Pre-built templates for upstream, midstream, and downstream operations
- Advanced analytics and reporting: Comprehensive dashboards for project performance and regulatory compliance
- Regulatory compliance tools: Built-in features for environmental reporting and safety management
Salesforce Energy Cloud Pricing:
- Energy Cloud: Starting at $150/user/month
- Additional industry modules: $50-100/user/month
- Custom enterprise packages available
View Salesforce Energy pricing.
3. Microsoft Dynamics 365
Best for: Oil and gas companies already integrated into the Microsoft ecosystem seeking unified business management.
Key Microsoft Dynamics 365 Features
- ERP integration: Seamless connection with financial and supply chain management systems
- Field service management: Tools for coordinating remote operations and equipment maintenance
- Supply chain integration: Advanced inventory and vendor management capabilities
Microsoft Dynamics 365 Pricing
- Sales Professional: $95/user/month
- Customer Service Enterprise: $120/user/month
- Field Service: $110/user/month
View Microsoft Dynamics pricing.
4. SAP CRM
Best for: Large-scale oil and gas operations requiring deep ERP integration and extensive customization capabilities.
Key SAP CRM Features
- Deep ERP integration: Complete integration with SAP’s enterprise resource planning suite
- Advanced reporting and analytics: Comprehensive business intelligence tools for energy operations
- Industry-specific templates: Pre-configured modules for various oil and gas business segments
SAP CRM Pricing
- Custom pricing based on deployment size
- Typically starts at $150/user/month for basic functionality
- Enterprise packages require consultation
Benefits of CRM Software for Oil and Gas
Improved Project Management and Visibility
Oil and gas projects often span multiple years and involve dozens of stakeholders. HubSpot’s timeline view and custom deal stages help energy companies track project milestones, from initial geological surveys to final production startup. This visibility reduces project delays and keeps all team members aligned on critical deadlines.
Enhanced Vendor and Partner Relationship Management
Energy companies work with numerous contractors, suppliers, and joint venture partners. HubSpot’s contact management system organizes vendor relationships, tracks contract renewals, and maintains communication history across complex partnership structures. This centralized approach improves vendor negotiations and reduces procurement costs.
Streamlined Regulatory Compliance Tracking
The oil and gas industry faces extensive regulatory requirements that vary by location and project type. HubSpot’s custom properties and workflow automation help companies track compliance deadlines, environmental permits, and safety certifications. Automated reminders ensure teams never miss critical regulatory submissions.
Better Sales Cycle Management for Long-Term Contracts
Energy sector sales cycles can extend 12-24 months or longer, involving multiple decision-makers and complex approval processes. HubSpot’s deal progression tracking and probability scoring help sales teams focus on the most promising opportunities while maintaining engagement with prospects throughout extended evaluation periods.
Integrated Communication and Documentation
Oil and gas projects generate extensive documentation, from geological reports to environmental impact studies. HubSpot’s document management and email integration ensure all project communication stays organized and accessible, reducing time spent searching for critical information during audits or regulatory reviews.
5 Important Features for an Oil and Gas CRM
- Custom pipeline configuration: HubSpot allows oil and gas companies to create pipeline stages that reflect their unique business processes, from lease acquisition to production optimization, ensuring deal progression matches industry workflows.
- Multi-location project tracking: Energy companies operate across multiple geographic regions with different regulatory requirements. HubSpot’s location-based custom properties help track region-specific compliance needs and local partnership requirements.
- Long-term contract management: Oil and gas deals often involve multi-year agreements with complex terms. HubSpot’s deal tracking system supports extended timelines and milestone-based progression, helping teams manage contracts that span several years.
- Integration with field management systems: HubSpot connects with popular oil and gas software platforms, allowing companies to sync field data, production metrics, and operational updates directly into their CRM for comprehensive project visibility.
- Regulatory compliance automation: HubSpot’s workflow automation helps oil and gas companies track environmental permits, safety certifications, and regulatory deadlines, ensuring compliance requirements never fall through the cracks.
How to Choose a CRM for Oil and Gas (Step-by-Step)
Step 1: Map your current workflows. Start by documenting how your team currently manages projects, from initial prospecting through contract completion. Identify bottlenecks in your process, such as delayed approvals or missing documentation, that a CRM could address.
Step 2: Identify must-have industry features. List the specific capabilities your oil and gas operation requires, such as multi-year project tracking, regulatory compliance tools, or integration with field management software. Prioritize features that directly impact your revenue cycle.
Step 3: Evaluate integration requirements. Consider which existing systems your CRM needs to connect with, including accounting software, field management platforms, and regulatory reporting tools. Strong integration capabilities reduce manual data entry and improve accuracy.
Step 4: Calculate total cost of ownership. Factor in setup costs, training time, and ongoing subscription fees when comparing platforms. Consider how pricing scales as your team grows and whether the platform offers flexibility for seasonal workforce changes.
Step 5: Choose a flexible, scalable platform — like HubSpot. Select a CRM that can adapt as your business evolves, like HubSpot, which offers customizable pipelines and scalable pricing tiers. SPOC Automation increased total video views by 968% after implementing HubSpot’s Service Hub and Marketing Hub, demonstrating how the right platform grows with your business needs.
Frequently Asked Questions
What is the best CRM for oil and gas companies?
HubSpot stands out as the best overall CRM for oil and gas companies due to its flexibility, industry-friendly pricing, and robust integration capabilities. HubSpot’s custom pipeline management and workflow automation specifically address the long sales cycles and complex project management needs common in energy sector operations.
What features should I look for in a CRM for oil and gas?
Key features include custom pipeline configuration, multi-location project tracking, regulatory compliance automation, and integration with field management systems. HubSpot offers all these capabilities plus scalable pricing that works for both growing companies and established enterprises in the oil and gas sector.
Is HubSpot good for oil and gas companies?
Yes, HubSpot is excellent for oil and gas companies of all sizes. The platform‘s flexibility allows energy companies to customize deal stages, track multi-year projects, and automate compliance workflows. HubSpot’s integration capabilities also connect seamlessly with industry-specific software commonly used in oil and gas operations.
How much does a CRM for oil and gas cost?
CRM pricing for oil and gas companies varies widely, from HubSpot’s free tier to enterprise solutions costing $150+ per user monthly. HubSpot offers the best value with its Starter plan at $20/user/month, providing advanced features specifically beneficial for energy sector project management and client relationships.
Can a CRM help with regulatory compliance in oil and gas?
Absolutely. Modern CRMs like HubSpot include workflow automation and custom property tracking that help oil and gas companies monitor environmental permits, safety certifications, and regulatory deadlines. HubSpot’s reminder system ensures compliance requirements are never overlooked during complex, multi-year projects.
Meet HubSpot, the Top CRM Choice for Oil and Gas Companies
HubSpot emerges as the leading CRM solution for oil and gas companies seeking growth without the complexity of enterprise-only platforms. Here’s why energy sector leaders choose HubSpot:
- Flexible pipeline management: HubSpot’s customizable deal stages adapt to any oil and gas workflow, from upstream exploration to downstream distribution, ensuring your CRM matches your business processes
- Scalable pricing structure: Starting with a robust free tier, HubSpot grows with your company without requiring expensive enterprise commitments, making it ideal for both emerging energy companies and established operators
- Industry-proven integration capabilities: HubSpot connects seamlessly with field management software, regulatory reporting tools, and financial systems commonly used across the oil and gas industry
SPOC Automation increased total video views by 968% using HubSpot’s Service Hub and Marketing Hub. The oil and gas automation company also saved $140,000 in the first month while improving customer service efficiency. Additionally, companies using CRM tools see a 27% increase in customer retention according to recent industry research.
Ready to see how HubSpot can transform your oil and gas operations? Get started with HubSpot’s free CRM today and discover why energy companies worldwide trust our platform to manage their most important client relationships and drive sustainable growth.