Top 4 CRM Solutions for Oil and Gas Companies in 2025

The oil and gas industry presents unique challenges that require specialized tools for effective management. Standard business software often falls short in addressing the complexities faced by energy companies, from overseeing multi-year drilling projects to monitoring equipment spread across remote locations. To stay competitive, energy companies need customer relationship management (CRM) systems tailored to the intricacies of oil and gas operations.

CRM systems designed for the oil and gas sector play a crucial role in streamlining vendor relationships, managing lengthy sales cycles, and facilitating coordination between field operations and corporate headquarters. These systems help energy companies navigate the intricate landscape of the industry, from handling long-term contracts to ensuring regulatory compliance and overseeing multi-stakeholder projects that span several years.

In this article, we delve into a comprehensive comparison of the top CRM solutions available for oil and gas businesses. We provide detailed insights into the key features, pricing structures, and guidance on selecting the most suitable platform for your specific needs. Additionally, we explore why prominent energy companies like SPOC Automation trust HubSpot to manage their customer relationships and drive growth.

What is a CRM for Oil and Gas?

A CRM for oil and gas is a specialized platform that caters to the unique requirements of energy sector operations. These systems are designed to manage customer relationships, vendor partnerships, and project workflows specific to the oil and gas industry. They track long-term contracts, regulatory compliance requirements, and multi-stakeholder projects that can extend over several years. HubSpot’s CRM, for instance, offers tailored support for oil and gas companies with custom pipeline stages, deal tracking for complex energy projects, and integration capabilities that bridge field operations with corporate sales teams.

Best CRMs for Oil and Gas Companies at a Glance

Here’s a snapshot of some of the top CRM solutions for oil and gas businesses:

1. HubSpot

   • Key Features: Custom pipelines, project tracking, regulatory compliance tools
   • Pricing: Free tier available; Starter at $15/month
   • Free Trial: Yes – Free forever plan

2. Salesforce Energy Cloud

   • Key Features: Industry-specific modules, advanced analytics, compliance tracking
   • Pricing: Starting at $150/user/month
   • Free Trial: Yes – 30 days

3. Microsoft Dynamics 365

   • Key Features: ERP integration, field service management, supply chain tools
   • Pricing: Starting at $95/user/month
   • Free Trial: Yes – 30 days

4. SAP CRM

   • Key Features: Deep ERP integration, advanced reporting, industry templates
   • Pricing: Custom pricing starting at $150/user/month
   • Free Trial: Contact for demo

Choosing the right CRM can revolutionize how your energy company manages client relationships and project workflows. These platforms are specifically designed to cater to the unique demands of oil and gas operations, providing essential features and functionalities to enhance operational efficiency and drive growth.

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: Tailored pipeline stages matching unique project lifecycles
• Project tracking and deal management: Monitoring multi-million dollar projects with regulatory milestones
• Integration capabilities: Connecting with field management software, accounting systems, and regulatory tools

HubSpot Pricing:

• Free tier with basic CRM functionality
• Starter Plan: $15/user/month or starting at $9/user/month 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: Templates for upstream, midstream, and downstream operations
• Advanced analytics and reporting: Comprehensive dashboards for project performance and compliance
• Regulatory compliance tools: 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 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 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
• Starts at $150/user/month for basic functionality
• Enterprise packages require consultation

Contact SAP for pricing.

Benefits of CRM Software for Oil and Gas

1. Improved Project Management and Visibility

   • HubSpot’s tools aid in tracking project milestones and deadlines, reducing delays and ensuring team alignment.

2. Enhanced Vendor and Partner Relationship Management

   • Centralized contact management and communication history improve vendor negotiations and reduce costs.

3. Streamlined Regulatory Compliance Tracking

   • Custom properties and automation help monitor compliance deadlines and safety certifications.

4. Better Sales Cycle Management for Long-Term Contracts

   • Deal progression tracking and probability scoring assist in managing complex sales cycles.

5. Integrated Communication and Documentation

   • Document management and email integration keep project communication organized and accessible.

5 Important Features for an Oil and Gas CRM

1. Custom pipeline configuration
2. Multi-location project tracking
3. Long-term contract management
4. Integration with field management systems
5. Regulatory compliance automation

How to Choose a CRM for Oil and Gas (Step-by-Step)

1. Map your current workflows
2. Identify must-have industry features
3. Evaluate integration requirements
4. Calculate total cost of ownership
5. Choose a flexible, scalable platform like HubSpot

Frequently Asked Questions

1. What is the best CRM for oil and gas companies?

   • HubSpot is recommended for its flexibility, industry-friendly pricing, and integration capabilities.

2. What features should I look for in a CRM for oil and gas?

   • Custom pipeline configuration, project tracking, compliance automation, and field management integration are essential.

3. Is HubSpot good for oil and gas companies?

   • Yes, HubSpot offers tailored solutions for oil and gas operations of all sizes.

4. How much does a CRM for oil and gas cost?

   • Pricing varies, with HubSpot offering a free tier and affordable plans suitable for energy companies.

5. Can a CRM help with regulatory compliance in oil and gas?

   • Yes, modern CRMs like HubSpot include features to track and automate compliance requirements.

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 and efficiency. With flexible pipeline management, scalable pricing, and industry-proven integration capabilities, HubSpot is the preferred choice for energy sector leaders. Companies utilizing CRM tools witness improved customer retention and service efficiency, making HubSpot a valuable asset for driving sustainable growth in the oil and gas industry.

Ready to transform your oil and gas operations? Get started with HubSpot’s free CRM today and experience firsthand why energy companies worldwide trust our platform to manage critical client relationships and propel their businesses forward.