CRM-02 · LEADS, CRM & QUOTING
LEADS, CRM & QUOTING BUILT FOR THE OILFIELD
Workover ERP tracks every lead from the first field call, builds quotes from real routing templates and shop rates instead of guesses, and converts a won quote into a sales order and work orders in one click.
INSIDE THE PRODUCT
CAPABILITIES
WHAT'S INSIDE LEADS, CRM & QUOTING
CRM-02 · 01
LEAD & OPPORTUNITY TRACKING
Log field calls, walk-ins, and bid invitations. See every open opportunity by customer, basin, and service line.
CRM-02 · 02
ROUTING-BASED ESTIMATING
Quotes are built from operation templates with real setup, run, and burden rates — margin is locked before you send it.
CRM-02 · 03
QUOTE VERSIONING
Revise, compare, and track quote versions. Know exactly what was promised when the PO lands.
CRM-02 · 04
ONE-CLICK CONVERSION
A won quote becomes a sales order with one work order per line item, carrying the estimate into job costing.
CRM-02 · 05
CUSTOMER PRICING & CONTRACTS
Price books, contract rates, and customer-specific discounts are applied automatically.
CRM-02 · 06
WIN/LOSS ANALYTICS
Hit rate by customer, part family, and estimator — see where quotes die and why.
LEADS, CRM & QUOTING IN FOUR MOVES
CAPTURE
An ops manager in the Permian calls about re-manufacturing four 10K flanges. The lead is logged in seconds.
QUOTE
The estimator pulls the flange routing template; the quote prices out at a 34% margin.
WIN
The customer sends a PO. The quote converts to sales order SO-3117 automatically.
TRACK
Every line becomes a job, and actuals track against the estimate from the first clock-in.
FAQ
LEADS, CRM & QUOTING — QUESTIONS WE GET
How does quoting work in Workover ERP?
Quotes are built from routing templates that contain real operations, setup and run times, and your shop's labor and burden rates. That means quoted margin reflects what the job actually costs to run.
Can a quote become a sales order automatically?
Yes. Winning a quote converts it into a sales order with one work order per line item, and the quoted estimate becomes the baseline for estimate-vs-actual job cost tracking.
Does Workover ERP replace a separate CRM?
For most oil and gas service companies, yes. Leads, contacts, opportunities, quotes, and customer history live in the same database as jobs and invoices, so sales and operations see the same truth.
Can I track why quotes are lost?
Yes. Win/loss reasons are captured on every closed quote, and hit-rate reports break down by customer, service line, and estimator.
SEE LEADS, CRM & QUOTING ON YOUR DATA
Bring one real job. We'll show it running end-to-end in a 30-minute live demo.
RELATED MODULES
Doc AI / OCR →Job Routing → Dashboards → Financials →