Commercial Tool For Inspections

Inspections Track Software For Oil and Gas Inspection Industry

Streamline Your Oil & Gas Inspection Process from Lead to Job

Tired of a fragmented sales process? Our enhanced Dynamics 365 CRM Solution automates and simplifies your entire inspection management workflow, ensuring no opportunity is lost and efficiency is maximized.

Key Features & Benefits:

Automated Lead Capture & Routing

Leads are automatically created from emails sent to your dedicated inspection address.
The system intelligently links new leads to existing contacts and companies.
New leads are assigned to the RFQ Team and salespersons are notified automatically upon reassignment.

Smart Inspection Association

AI-Powered Linking: The system automatically identifies and links inspection mentions in customer emails to the lead.
Manual Quick-Create: Easily add new or existing inspections directly to a lead with a simplified form.
Centralized Tracking: All associated inspections are clearly displayed within the lead record for complete visibility.

Seamless Opportunity & Quote Management

All inspections and details seamlessly transfer from lead to opportunity.
Apply standard price lists and assign inspectors directly to the opportunity.
Generate quotes with a click, advancing the opportunity automatically.

Effortless Quotation Delivery

Specify quotation types (Preliminary, Detailed, Final) and send professionally.
The “Send Quotation” feature merges all documents (Commercial Quote, Proposal, CVs) into a single PDF and emails it to the customer directly from CRM.
Including a Commercial Quote automatically activates the quote and unlocks the next step.

Streamlined Job Creation & Approval

Automatic Approval Workflow: Customers can approve quotes directly via email with an Approve/Reject button, triggering automatic job creation.
Manual Control: Use the “Create Job” button to manually close won opportunities and generate jobs.
Inspector Assignment: Selected inspectors are automatically assigned to the new job and notified via email with a direct link.

Actionable Dashboards for Everyone

Management Dashboards: Get a high-level overview of sales pipelines, RFQ status, and inspector certificate expiry reports (role-restricted).
My Dashboards: Sales teams see personalized views of their Leads, Opportunities, Quotes, and Activities, as well as a dedicated “My Received Emails” inbox.
Visual Status Indicators: Quickly understand record status with color-coded icons and charts, highlighting unassigned items and expiring certificates at a glance.

Transform Your Inspection Workflow Today!

Experience a unified, automated, and efficient process that enhances data consistency, accelerates sales cycles, and improves team collaboration.