Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Oil, Gas & Energy Services. The energy services CRM nobody has to type into

AI CRM is an energy services CRM that fills itself: every homeowner, fleet manager and operator who calls, chats, writes or fills a form becomes a contact with the whole story on one record. Deals open when a quote or a bid is asked for, move as the customer acts, and your salespeople keep the decisions a person should make.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI CRM · Contacts & Leads

Energy services CRM: every person who left a name on any channel, with source and status, real Zanus AI screen

Contacts & Leads

Everyone who left a name with an e-mail or a phone on any channel lands here, with where they came from and their status.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add a field for tank size and one for delivery zone on every contact.”

Lisa“I'm adding two fields to every contact: tank size as a number and delivery zone as a choice. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Oil, Gas & Energy Services use it

A fleet account's orders slow and a delivery ticket was disputed; its health score drops, with both reasons in the tooltip.

The sales manager sorts by READY TO BUY and calls first the operators who opened a quote this week.

Before calling a farm cooperative, the salesman asks for a brief and reads one page on what it asked and was sent.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

One record

A CRM for propane companies and fuel distributors that fills itself

Every channel, one list

A homeowner's call, a fleet manager's e-mail and an operator's RFQ form each create a contact by themselves, with the channel they came from on the row.

The whole story

Calls with their transcripts, chats, mail, quotes, files and tasks sit on one timeline, newest first, so the next person picks up where the last one stopped.

Fields of your own

Add tank size, delivery zone, lease name or contract status as fields on contacts, companies and deals, as text, a number, a date or a choice.

Roles in the buying team

From what each person asked, the CRM infers the economic buyer, the technical evaluator and the champion at an operator, and says when nobody has reached the economic buyer yet.

Bids and accounts

Oilfield service CRM: bids, account health and the next call

Bids that move themselves

A water-transfer bid opens as a deal when the quote is asked for and moves when the operator opens it or pays; the stage history keeps every move.

Health with its reason

Each account's score explains itself, so a slowing fleet or a farm that stopped replying shows up while there is still time to win the season's volume back.

A brief before every call

Brief me writes one page from the story: who the customer is, what they asked, what was sent and what to say on the next call.

Questions & answers

AI CRM for Oil, Gas & Energy Services: questions & answers

What is an energy services CRM?

Customer relationship software for companies that sell fuel, propane or field services: households, fleets and operators on one list, each with the story of every call, chat, mail and quote. AI CRM fills it from the Front Office, so nobody types the call in afterwards.

Does it replace our delivery or billing software?

No. As a CRM for fuel distributors, it is the front-office record beside them: conversations, requests, quotes, bids and follow-ups. Routing, tank monitoring and invoicing keep their own systems, and the contact record holds what was said and promised on every channel.

Can we track bids to operators in a pipeline?

Yes. A deal opens when a quote or a demo is asked for and moves through New, Qualified, Demo, Quoted, Negotiation, Won and Lost as the operator acts. Open deals and the weighted forecast sit above the board, and only a person marks a bid lost.

Will it warn us when an account goes quiet?

Yes. Every contact carries a health score from 0 to 100, and the tooltip says why it moved, such as fewer replies or a quote left unopened, so a salesman calls before the volume drifts to another supplier.

How are operators grouped into companies?

People with a verified business address at the same domain form one company by themselves, so the company man, the procurement analyst and the field superintendent share one record with their deals, tasks and combined timeline.

Is it a good CRM for heating oil dealers with will-call customers?

Yes. A will-call customer who phones, writes or fills a form lands on one record with every request, and fields of your own, such as tank size or delivery zone, sit beside the story, while routing and tank monitoring stay in their own systems.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Oil, Gas & Energy Services ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.