Oil & gas · CRM & automation

CRM & automation for oilfield service companies

A service company's pipeline is not a lead form. It is a small number of operator relationships, long procurement cycles, and a dispatch problem that starts the moment work is awarded. Treating those as one system rather than as a CRM bolted beside a whiteboard is what makes the handoff from awarded to scheduled stop losing days.

Start a buildIndustry overview
08Pipeline architecture · Speed-to-lead
CRM & automation08
Pipeline architectureSpeed-to-leadAttribution
Oil & gasIllustrative

CRM & automation infrastructure

Pipeline architecture, speed-to-lead, follow-up, and reporting.

CRM & automation · Oil & gasOne pairing of the matrix
Service
CRM & automation infrastructure
Industry
Oil & gas
Covers
Service companies · Working-interest operators · Field & wireline · Midstream services
Architecture
Unchanged from every other vertical — only the breaks differ
Engagement
A defined build, or run under management

What usually breaks

Before anything gets built.

The same failures recur across oil & gas. Strygon maps the specific system before proposing anything, but these are the ones worth checking for.

Paper in the field

Tickets are written by hand at the location and travel back in a truck. Anything illegible, lost, or disputed three weeks later is revenue the company already spent to earn.

Coding after the fact

Costs get coded to the well, lease, or AFE by someone in the office guessing from a ticket, long after the person who did the work could have said.

Invisible until month end

Spend against an AFE is only knowable once the period closes, so an overrun is discovered when it is far too late to do anything about it.

Recurring in oil & gasObserved pattern · the specific system still gets mapped

The approach

What Strygon does about it.

CRM & automation infrastructure, aimed at those failures specifically rather than at a generic checklist.

01CRM & automation
Operators and wells as the record, not contactsCRM & automation
01
Part of the scoped build

Operators and wells as the record, not contacts

The pipeline is structured around the operator, the lease, and the job, because that is the shape the business is actually in.

02CRM & automation
Awarded to dispatched without a phone callCRM & automation
02
Part of the scoped build

Awarded to dispatched without a phone call

Work that is won creates the job, the crew assignment, and the ticket automatically, so the gap between award and mobilization is not a person remembering.

03CRM & automation
Follow-up on the operator's clockCRM & automation
03
Part of the scoped build

Follow-up on the operator's clock

Procurement cycles are long and quiet. Sequences hold the relationship through the quiet part instead of letting it lapse until the next bid.

The approach for this pairingScoped in writing before work starts

What gets built

Concrete deliverables.

Everything in crm & automation infrastructure, applied to how oil & gas actually runs.

All of crm & automationIndustry overview
Pipeline and stage architecture
HubSpot and GoHighLevel builds, or a migration from one to the other
Lead routing and speed-to-lead automation
Lifecycle automation: nurture, reactivation, and post-sale sequences
Recurring invoicing and payment workflows
Reporting that ties spend to closed revenue
In scopeScoped in writing before work starts

Also for this industry

Other parts of the same system.

Custom software
Custom software02
Internal toolsData pipelines
Applied hereIllustrative

Custom software

The work happens where there is no signal. Any tool that assumes a connection is a tool the field will go around, and paper wins by default.

Read the custom software read
Accounting & financial ops
Accounting & financial ops11
Invoicing & ARReconciliation
Applied hereIllustrative

Accounting & financial operations

Ticket to invoice is measured in weeks, and every day of that is money the company already spent to earn sitting uncollected.

Read the accounting & financial ops read
Local & private AI
Local & private AI01
Self-hosted inferenceRetrieval on private data
Applied hereIllustrative

Local & private AI models

Handwritten tickets, scanned reports, and daily logs are the record. Reading them is exactly the work a model is good at, and exactly the data an operator will not send anywhere.

Read the local & private ai read

Start

Start with what’s broken.

Send the situation in a paragraph. Strygon comes back with a read on what’s likely wrong and what it would take to fix, before anyone talks about price.

Most builds start withleads dying in an inbox., three half-finished pipelines., follow-up nobody owns., numbers that never agree., four vendors blaming each other.

Or email hello@strygon.com

What to send
A paragraph. What broke, and where it shows up.
What comes back
A read on what is likely wrong and what fixing it takes.
Price
The last conversation, not the first