Elinext adapted its proprietary CRM platform into a scalable custom CRM for the oil and gas industry, enabling energy companies to streamline operations, manage assets, and improve visibility across distributed teams. The solution demonstrates how a custom CRM for oil and gas can be quickly tailored to industry-specific workflows without building software from scratch.
Client
A mid-sized oil & gas operator in Norway managing upstream and midstream assets required a solution to unify operations across field teams, contractors, and headquarters.
The client needed a custom CRM for oil and gas to manage assets, track field activities, and automate reporting processes. Instead of developing a system from scratch, they chose Elinext’s ready platform and adapted it into a custom CRM for the oil and gas industry, aligned with their operational workflows.
Project
The project focused on adapting Elinext’s own product, EliCRM platform, into a custom CRM for the oil and gas industry tailored to asset management, field operations, and contractor coordination.
Instead of full-cycle development, the team customized existing modules and introduced custom CRM features for oil and gas industry use cases, including asset tracking, maintenance workflows, and compliance reporting.
The system was integrated with internal tools and IoT data sources, enabling real-time tracking of field activities and operational performance. This approach allowed the client to implement a custom CRM for oil and gas significantly faster than building a new solution.
Challenges
The main challenge was adapting a general-purpose CRM platform into a custom CRM for the oil and gas industry, capable of handling complex operational processes and distributed teams.
Another key challenge involved integrating the CRM with existing systems used for asset monitoring and reporting. The solution required advanced custom CRM features for oil and gas industry scenarios such as equipment lifecycle tracking, contractor management, and compliance documentation.
Additionally, the platform had to support both office-based staff and field engineers working in remote locations with limited connectivity.
Main Challenges
- Adapting CRM workflows to oil & gas operations
- Integrating with asset and monitoring systems
- Supporting field teams and remote environments
- Managing large volumes of operational data
- Ensuring compliance and reporting accuracy
Process
The project started with a detailed analysis of the client’s operational workflows and existing systems. The team identified how the standard EliCRM modules could be adapted into a custom CRM for oil and gas without unnecessary development.
During implementation, Elinext customized data models, workflows, and interfaces, introducing custom CRM features for oil and gas industry requirements such as asset tracking, maintenance scheduling, and contractor coordination.
Integration with third-party systems and internal databases ensured seamless data exchange, while iterative testing allowed the platform to evolve into a fully functional custom CRM for the oil and gas industry, aligned with real operational needs.
Solution
Elinext delivered a fully adapted CRM based on its ready EliCRM platform. The system centralizes asset management, operational workflows, and reporting in a single environment.
The solution provides industry-specific capabilities, including real-time asset tracking, automated maintenance workflows, and compliance reporting. By leveraging custom CRM for the oil and gas industry principles, the platform ensures transparency and efficiency across all operational levels.
The implementation was supported by expertise from an oil and gas software development company and aligned with best practices in CRM software development services, ensuring scalability and long-term reliability.
Solutions
Asset & Equipment Management
Track equipment lifecycle, maintenance schedules, and operational status in real time.
Field Operations Management
Coordinate field teams, assign tasks, and monitor execution across locations.
Contractor & Workforce Tracking
Manage contractors, performance metrics, and compliance requirements.
Workflow Automation
Automate maintenance, reporting, and operational processes.
Reporting & Compliance
Generate reports for audits, safety standards, and regulatory compliance.
Results
The adapted custom CRM for oil and gas enabled the client to streamline operations, improve visibility, and reduce manual work across departments.
- 45% reduction in manual reporting: automated workflows and centralized data
- 3× faster field task coordination: improved communication between teams
- 100% asset visibility: real-time tracking across all operational units
- 30% increase in operational efficiency: optimized workflows and automation
- 5 months implementation time: faster delivery using custom CRM for oil and gas approach
