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Oil and gas service companies · CRM

Keep the plant, the planner and the shutdown date in one place.

A customer relationship management (CRM) system for an oil and gas service company is a record of each plant, the people in it, the work done there and the work coming. GullySales sets it up around plants, registrations and RFQs, so that a change of staff or an owner's absence does not lose a relationship.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for CRM implementation and customisation

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 oil and gas service companies

Sales and marketing for oil and gas service companies, the overview.

Last updated 11 Oct 2026.

For oil and gas service companies

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

  • “The relationship lives in the owner's phone”

    The plant head's number, his preferences and the shutdown plan sit in one mobile. When the owner is at a site or leaves, the account is blind.

  • “Registrations and expiries are in someone's diary”

    A vendor registration lapses because the renewal date was written on a calendar that nobody opened.

  • “RFQ status is a guess”

    Offers go out, a planner says wait, and three weeks later nobody knows who is following up or whether the job went elsewhere.

What we do

What we deliver for oil and gas service companies.

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

  1. Plant and contact records

    A record per plant, with the people in maintenance, contracts and safety, their roles, how they prefer to be reached and the work done there.

    Result: Anyone in your office can pick up a conversation.

  2. RFQ and offer pipeline

    Stages from received to offered to negotiating to ordered or lost, with the value, the date and the reason for each loss.

    Result: You can see what is open and what to chase.

  3. Registration and certificate reminders

    Expiry dates of registrations, ISO certificates, insurance and personnel certifications, with a reminder to a named person.

    Result: No renewal is missed for lack of a reminder.

  4. Shutdown and project calendar

    Known turnaround dates at the plants you serve and want to serve, attached to the plant record and visible before outreach.

    Result: Calls are made before the contractor list is fixed.

  5. WhatsApp and call capture

    A simple way for site staff to record a conversation after the call, from a phone, without opening a computer.

    Result: Calls from sites are no longer lost.

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

What to record, and when

What an oil and gas service firm should write down for each plant and each enquiry, and why.

Plant and unit, with the contact's role
Record the refinery, unit or site and whether the contact is in maintenance, contracts or HSE. Their role tells you whether they ask for work, approve it or only check safety.
Scope and shutdown date
Record what is to be done and when, as soon as you hear. This is the single most useful field, because it turns a vague contact into a dated opportunity.
Who else is bidding
Note any firm named by the planner, or the incumbent. After the result, record who won. Over time this shows which rivals you meet and where you lose.
Offer sent, and the follow-up date
Record the date, the value and the next call. An offer with no follow-up date is forgotten by both sides.
Reason for a loss or a delay
Write it in the planner's words if he gives it: price, availability, safety, paperwork. Read the reasons together after a few months and fix the common one.
Do you need software yet?
If you handle few plants, a shared sheet with these fields is enough. Move to a CRM when more than one person answers RFQs or when expiry reminders keep failing.

Who it is for

This is written for these oil and gas service companies.

  • Inspection, NDT and integrity testing firms working in refineries and pipelines
  • Shutdown and turnaround maintenance contractors
  • Scaffolding, insulation, painting and blasting contractors
  • Hydrotesting, pigging and pipeline commissioning specialists
  • Drilling, workover and well services providers
  • Fabrication, piping and structural contractors
  • Manpower and skilled workforce suppliers for plants and offshore jobs
  • Tank cleaning, waste handling and environmental service firms

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. 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.

  2. 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.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. 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 reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.

  5. 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.

  6. 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 crm work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

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.

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.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is a spreadsheet enough for us?
For one or two people answering requests, yes, if the columns are fixed and one person owns it. Once several people work RFQs or the sheet keeps going out of date, a CRM with reminders pays for itself in missed renewals avoided.
Our site supervisors will not update anything. What now?
Keep the entry to a minute: plant, scope, date, a voice note. Let the office staff copy it into the record. Asking a supervisor to use a computer after a long shift never works.
Can the CRM hold certificates and past work orders?
It can store them against the plant or the registration, which makes a pre-qualification file quick to build. Keep the originals where your quality head files them and link to them from the record.
Who owns the data if the owner's contact leaves the firm?
The company must. Contacts, notes and conversations belong in a record in the company's name, with access controlled, so a departing manager takes his own phone book but not the firm's client history.
Do we need a website if our work comes through vendor registration?
Yes, because every buyer checks it. A procurement officer who has your registration file will still open your site to see certificates, equipment and past work. A thin site makes a good file look doubtful.
Can you get us onto an operator's vendor list?
No firm can promise a listing, because the operator decides. We prepare a complete, current file and keep track of each registration and renewal, so the application is not the reason you are left out.
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.

More for oil and gas service companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for oil and gas service companies

Or start from the overview: sales and marketing for oil and gas service companies.

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.

Tell us what you need