Trusted by leading companies

Common CRM problems in Oil and Energy

Why most CRMs
don't work for
Oil and Energy

Most CRMs lack the workflow flexibility and automation needed for the oil and energy industry’s complex, compliance-heavy, and often non-linear processes, making it difficult to support multi-step operations and regulatory requirements.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Oil and Energy field

"Our operations are too complex for this CRM’s rigid workflow structure."

"We need automated compliance tracking, not just generic sales pipelines."

"Managing multi-stage projects feels clunky—there’s no way to customize steps or approvals."

"The system just doesn’t handle our unique regulatory processes or reporting needs."

Monday.com CRM solution for Oil and Energy

So, What makes monday CRM
perfect for Oil and Energy?

Seamless Team Collaboration

Connects field and office teams in one centralized hub to improve communication and efficiency.

Time-Saving Automation

Automates manual reporting and routine tasks, freeing up valuable hours for higher-priority work.

Scalable and Customizable

Flexible platform grows with your business and adapts to industry-specific workflows and needs.

Real-Time Data Insights

Offers powerful dashboards and reporting for quick, informed decisions and improved performance tracking.

Use cases for Oil and Energy

Key use cases

Teams in the oil and energy industry use monday CRM to centralize operations, boost collaboration, and streamline processes across field and office environments.

🏗️

Project Tracking

Monitor project timelines, track progress in real time, and ensure all stakeholders are aligned across complex energy projects.

📊

Sales Pipeline Management

Centralize sales data, automate repetitive tasks, and gain visibility into deal status to accelerate closing and improve forecasting.

🤝

Collaboration Between Teams

Connect field and office staff with a single platform for seamless communication and faster decision-making, even when teams are remote.

🗂️

Document and Data Centralization

Store all customer, project, and regulatory documents in one place for quick access, audit readiness, and secure sharing.

🔄

Custom Automations

Automate routine tasks such as status updates and reminders, reducing manual effort and minimizing risks of missed deadlines.

📱

Mobile Access for Field Teams

Empower field teams with mobile app access to update progress, report issues, and synchronize with office operations from any location.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM centralizes all project details, files, and communications in one place, making it easy for both office and field teams to collaborate and stay updated in real time.

With monday CRM, every sales opportunity is tracked through organized boards, so you can see the full pipeline without switching between spreadsheets.

Yes, you can store and manage all your contacts, vendors, and project partners in one easily accessible and customizable workspace.

Absolutely—monday CRM has a mobile app so your field teams can update records, manage contacts, and communicate updates wherever they are.

Automations in monday CRM can trigger reminders or assign tasks automatically, so you never miss a follow-up with clients or partners.

monday CRM provides dashboards that give managers a birds-eye view of sales performance and team activities for better decision-making.

You can quickly import existing leads, contacts, and accounts from Excel or other tools, making the transition to monday CRM smooth and hassle-free.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

Get started