CRM for Pipeline Integrity Services
The CRM in the Atlantis NDT ERP is set up for selling inspection services. Leads and opportunities carry the service line, lead source, NDT service type, industry sector, site country, and estimated technicians and days, so estimators see the size of the job before quoting. An NDT lead score from 0 to 100 classes each lead as hot, warm, nurture or cold, helping sales focus on the enquiries most likely to become work.
Leads can be imported from CSV, and a lead can be enrolled in a drip email sequence, with an AI-personalised email preview before anything is sent. The Business Cards app turns a photo of a card into a CRM lead in one click, reading name, company, title, email, phones and website. Website enquiry forms feed the CRM directly. When an opportunity is ready, a quotation is created with job type, site, project dates and applicable codes, NDT service products flagged by method and category, and an optional global discount.
The quotation PDF is branded, and the client can accept and sign it online, which converts it to a sales order.
The pipeline integrity services workflow
Pipeline crews spend long stretches in remote areas without coverage. Offline reporting with photos and signatures, synced later, keeps reports moving. Crew and equipment clashes across spreads are blocked at planning.
Keep the module scope separate from sector-specific configuration. Demonstrate the required records and approval steps using a representative job before agreeing the implementation.
Records and controls to evaluate
- Lead and opportunity fields for service line, lead source, NDT service type, industry sector and site country
- Estimated technicians and days on each opportunity
- NDT lead score 0 to 100 with hot, warm, nurture and cold bands
- Lead import from CSV
- AI-personalised email preview and enrolment in drip email sequences
- Business Cards app: card photo to CRM lead or mailing list
- Quotations with job type, site, project dates, applicable codes and global discount
- Branded quotation PDF with online acceptance and signature converting to a sales order
Follow the work from start to finish
An enquiry arrives through the website form, email or a business card collected at an event, and becomes a lead with service type, industry and site country. The lead score places it as hot, warm, nurture or cold. Nurture leads can be enrolled in a drip sequence for the relevant service line. Hot leads move to an opportunity where the estimator records estimated technicians and days and builds the quotation from NDT service products.
The client receives a branded PDF, accepts and signs online, and the quote becomes a sales order, ready to open as a project.
Check the evidence, permissions and handover
NDT enquiries rarely look like standard sales leads. A refinery maintenance planner wants a UT and MT crew for a shutdown; a fabricator needs RT on a batch of welds next week. Capturing service type, industry, site country and estimated technicians and days on the lead means the operations manager can judge crew needs early, and the lead score helps separate a real job from a general enquiry.
Quotations carry applicable codes and method-flagged service products, so the scope in the quote matches what the crew will actually do.
During the trial, ask one user to create a record and another to review it. Make a correction, check which version a customer receives, and export the final record with its references. Record any manual steps or configuration gaps in the acceptance checklist.
Software organises evidence; it does not grant personnel certification, laboratory accreditation or customer approval. Confirm the requirements that apply to your work with the responsible technical or quality manager.
Questions about crm
How is the NDT lead score worked out?
Each lead gets a score from 0 to 100 and a band of hot, warm, nurture or cold based on its NDT details. The scoring rules can be tuned during implementation.
Can clients accept quotations online?
Yes. The branded quotation can be accepted and signed online by the client, which converts it to a sales order.
Can we import our existing contact lists?
Yes. Leads can be imported from CSV, and business cards can be added from a photo using the Business Cards app.
Choose the next step
Request the 14-day ERP trial to work through a representative job. Use the integration scoping guide for external systems: a REST API connection needs an agreed data mapping, implementation and test plan.
Pipeline Integrity Services guide · Current plans · Discuss your workflow