CRM for Pipeline Integrity Services — Atlantis NDT ERP

Inspection-job pipeline built for RFQ-to-quote on UT, RT, and PAUT scopes

Overview

Odoo CRM configured for NDT service providers replaces generic sales-pipeline stages with an inspection-specific pipeline: RFQ Received, Scope Review, Quote Issued, Technical Clarification, Award, Mobilization Handoff. Each opportunity carries structured fields for inspection method(s) requested (UT, RT, MT, PT, ET, PAUT, TOFD), asset type (piping, pressure vessel, storage tank, structural steel), applicable code (API 510/570/653, ASME Section V/VIII), estimated crew-days, and client asset-owner details separate from the immediate contracting client (important when quoting through an EPC or staffing broker). Quotes generate directly from opportunity data with method-specific line items and can attach technical procedures for client review. Win/loss tracking captures reason codes specific to the industry (lost on day-rate, lost on certification requirement, lost on equipment availability, lost on schedule conflict), which feeds back into pricing and capacity-planning decisions. Client and asset-owner records maintain full site history — every prior inspection, asset ID, and recurring inspection interval — so account managers see upcoming re-inspection cycles as automatic renewal opportunities, not cold leads.

Why inspection and testing businesses run it differently

A refinery turnaround RFQ isn't a generic sales deal — it specifies method mix, code basis, crew certification levels required (often client-mandated minimum Level II or III), and asset criticality. The CRM captures this scope data structurally so quoting is consistent and technically defensible, and so historical win-rate analysis can show, for instance, that PAUT-heavy scopes win at a different rate than conventional UT scopes. Recurring statutory inspection cycles (API 510 internal every 10 years, API 653 out-of-service every 10-20 years) auto-populate as future opportunities against each asset record, turning compliance-driven client obligations into a proactive pipeline instead of relying on the client to remember to re-tender.

Capabilities

Inspection-method and code-basis structured fields on every opportunity (not free text)
Auto-generated re-inspection opportunities from statutory interval tracking (API 510/653 cycles)
Separate asset-owner vs. contracting-client records for EPC/broker-mediated deals
Method-specific quote templates with procedure/technique attachment
Industry-specific loss-reason tracking (day-rate, cert requirement, equipment, schedule)
Crew-days and equipment-availability check integrated into quote generation
Client site/asset history visible on every account (full inspection lineage)
Pipeline stage automation triggering mobilization handoff to Project Management on award

How the workflow runs

An RFQ arrives (email, portal, or phone) and is logged as an opportunity with method, asset, code, and site location captured up front. The estimator checks crew and equipment availability (cross-referenced with CMMS calibration status and HR scheduling) before issuing a quote, ensuring quoted mobilization dates are realistic. The quote is generated with method-specific pricing line items and technical procedure attachments, then tracked through client clarification rounds. On award, the opportunity converts directly into a Project Management work order and Field Service mobilization plan, carrying over all scope data with no re-entry. Lost opportunities are tagged with a specific reason code, feeding quarterly win-rate reviews by method and client segment. Asset records with statutory re-inspection intervals automatically spawn a new pipeline opportunity ahead of the due date.

Standards and compliance covered

API 510/570/653 (recurring inspection interval tracking)
ISO 9712 (crew certification level matching to client requirements)
ASME Section V/VIII scope alignment
ISO 9001:2015 (contract review clause 8.2)
Client vendor pre-qualification/approved-vendor-list tracking

Integrations

Client vendor portals (SAP Ariba, Coupa for RFQ receipt)
Project Management (award-to-work-order handoff)
HR & scheduling (crew/certification availability check)
CMMS (equipment availability check at quoting stage)
Email/Outlook sync for RFQ capture

Measured impact

Structured method/code fields on opportunities have cut quote turnaround from 3-5 days to same-day/next-day for repeat clients by eliminating scope re-clarification cycles. Auto-generated re-inspection opportunities from statutory intervals have recovered renewal business previously lost to competitors who out-tendered clients that forgot their own inspection due dates — one mid-size firm reported 18% of annual revenue traced to CRM-triggered re-inspection reminders. Loss-reason analytics have redirected estimating strategy on day-rate-sensitive segments, improving win rate 6-9 points on competitive conventional-UT bids.

Frequently Asked Questions

Can the CRM track which client requires Level III sign-off vs Level II for report approval?

Yes. A certification requirement field on the opportunity/client record is cross-checked against HR certification data at both quoting and scheduling, so mismatches surface before commitment.

How does it handle RFQs that come through an EPC on behalf of an asset owner we've never directly contracted with?

Separate asset-owner and contracting-client entities are linked on the opportunity, and full site inspection history is retained against the asset owner even as the contracting party changes over time.

Does it flag upcoming re-inspection deadlines automatically?

Yes. Based on the last inspection date plus the code-mandated interval per asset, a new opportunity is auto-created ahead of the due date with a configurable lead time.