CRM for Fuel Jobbers: Track Sites, Contracts, Rates and Loads
FastDragon CRM is a CRM built for fuel jobbers, petroleum marketers and fuel distributors who are tired of squeezing their business into a generic CRM. It keeps all of a customer's sites in one place with contract lengths, rates, terms, loads and changes, shows what they owe straight from your books, and follows your prospects to a deal signed in DragonSign.
- Sites
- All of a customer's delivery sites on one account, with the full file per site.
- The customer's file
- Contract lengths, rates, payment terms, loads and changes, such as a site moved to Thursday.
- From your books
- What the customer owes, what is past due, gallons delivered in the last 30 days and the last delivery.
- Prospects and pipelines
- A board with a lane for each stage, dollar totals by lane and your open pipeline.
- Outreach and conversations
- Calls, emails and notes kept on the prospect.
- Deals
- The deal's stage and value, and the fuel supply agreement signed in DragonSign.
Can one customer have more than one delivery site?
Yes. All of a customer's sites are on one account, and each site has its own file. One site can be priced off the rack with its own freight, and the next off the load cost with freight included.
Will I see what a customer owes before I call?
Yes. The CRM is in the same system as your books, so the account shows what the customer owes and what is past due, down to the invoice and its days late. The day's follow-up is on the same page.
Can we track our prospects in the same place?
Yes. A prospect moves across the board from lead to contacted to quoted. When the deal is won, the agreement can go out for signature with DragonSign.
FastDragon is a family business, built by people who have worked in the fuel business since 1995. Our family working with yours.