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Synclo for oil and gas

Oil and gas.
Win more tenders. Keep every contract moving.

From RFQ to purchase order to call-off, Synclo CRM tracks every tender, operator relationship and framework agreement, and connects them to your crews, equipment, certificates and invoices, so you bid faster and deliver what you sold.

Sales pipelineOil and gasLive
RFQ received2
Pipeline inspection RFQOperator A · closes in 9 daysUSD 4.2M
Valve supply frameworkSupplier portalUSD 1.1M
Bid / no-bid2
Well services, 24 monthsPrequalifiedUSD 18M
Tank cleaningNeeds HSE reviewUSD 650K
Technical bid1
Offshore crew transferTechnical draft 80%USD 7.5M
Commercial bid1
Corrosion monitoringPricing reviewUSD 2.3M
Awarded1
Drilling fluids LTAPO receivedUSD 12M

Alci checked the pipeline inspection RFQ: prequalified, certificates valid, crew available. Recommended: bid.

1The problem

Why sales stall in oil and gas.

The same problems come up in almost every company we meet in this industry.

For the business
Tenders are won or lost on deadlines and paperwork

An RFQ arrives with 200 pages, a 14-day deadline and 30 required documents. One expired certificate can disqualify the whole bid.

Revenue hides inside framework agreements

Long-term agreements only pay when call-offs are issued. Without tracking, you miss renewals, underused contracts and rate escalations.

Sales and operations do not talk

Sales promises a crew or rig that operations has already committed elsewhere, and finance only finds out when the invoice is disputed.

For the people doing the work
Business development manager

“I track 40 tenders across 8 operator portals in one spreadsheet.”

Operations manager

“I hear about a won contract when the client asks where our crew is.”

Commercial manager

“Our rate card changed in January. Half the invoices still used the old one.”

See how Synclo fixes this →
2Boost your sales

How Synclo CRM grows sales in oil and gas.

Five practical ways, each with a real-world example of Alci at work.

01

Never miss an RFQ or a deadline

RFQs from operator supplier portals, email and tender platforms are logged in one tender pipeline with every deadline, clarification date and required document. Alci reminds owners before each milestone.

In practice

A 200-page RFQ arrives. Alci extracts the scope, deadlines and the 30 required documents, creates the bid checklist, and assigns each section to its owner within minutes.

02

Bid / no-bid decisions in minutes, not meetings

Alci checks every RFQ against your prequalification status, valid certificates (ISO, HSE, local content), equipment and crew availability, margin targets and past win rates with that operator.

In practice

"Should we bid on the tank cleaning RFQ?" Alci answers: certificates valid, but crew booked on another site in March; past win rate with this operator 62%; recommends bid with a subcontracted crew.

03

Account plans for every operator

Map each operator's fields, assets, decision-makers, approved vendor lists, contract expiry dates and spend history. See the next opportunity before the RFQ is issued.

In practice

Alci notices a client's corrosion monitoring contract with a competitor expires in 7 months and reminds the account owner to request a technical meeting now.

04

Framework agreements that actually earn

Every long-term agreement, rate card, escalation clause and call-off is tracked. Alci shows how much of each contract has been used, what is left, and which rates are due to change.

In practice

The drilling fluids agreement is 40% used at month 18 of 24. Alci flags it to the account owner with a suggested upsell and the renewal date.

05

Sell only what you can deliver

Before a bid goes out, Alci checks crews, rigs, vessels and equipment against planned work, certification expiry and maintenance windows, so sales and operations agree on what is promised.

In practice

Alci warns that 2 of the 6 offshore technicians proposed have certificates expiring before mobilisation and suggests 2 qualified alternatives.

Field to bid

See your crews, assets and tenders on one screen.

Sales sees what operations is doing, and operations sees what sales is about to promise.

Field operationsCrews, assets and live jobsLive
OffshoreOnshore field Well pad AWell services · crew of 6Gas plantShutdown maintenance · day 4Platform BInspection · 2 techniciansExport pipelineCorrosion monitoringTank farmTank cleaning bid · closes in 9 days
Job runningNeeds attentionOpen bid
Tender pipelineAll operators
RFQ received
USD 5.3M
Bid / no-bid
USD 18.7M
Technical bid
USD 7.5M
Commercial bid
USD 2.3M
Awarded YTD
USD 41M

BD manager: “Can we bid on the tank farm job?”
Alci: “Yes. Certificates valid, crew free from 2 March, expected margin 21%.”

Hi, I am Alci.I read your data, run the work and learn your routines.
Watch it work

Alci at work in oil and gas.

Pick a request, or type your own. This is what your team sees in Synclo.

Synclo workspaceLive
AlciYour AI assistant
● Connected412 people3 officesSample company

Demo with sample company data.

4Meetings

Meetings that decide, not report.

Alci prepares the numbers before anyone walks in, answers questions live, and turns decisions into tasks.

The weekly tender reviewSunday, 10:00 am · BD, commercial, operations, HSE, finance

Before

  • Alci prepares every open tender with deadline, completeness, margin and risks, and a bid / no-bid recommendation for new RFQs.
  • Missing documents and expiring certificates are already requested from their owners.
  • Crew and equipment conflicts across bids are highlighted.

During

  • The team reviews only exceptions: low-margin bids, capacity conflicts and new RFQs.
  • Bid / no-bid decisions are made with the evidence on screen and recorded with the reason.
  • Pricing changes are approved in the meeting, with the margin impact shown live.

After

  • Bid workspaces are opened and owners assigned automatically.
  • Operations sees provisional bookings for crews and equipment on every live bid.
  • Lost bids are logged with the reason, so Alci learns which bids are worth chasing.

Two hours of spreadsheet walk-throughs become 40 minutes of decisions, and nothing is promised that operations cannot deliver.

Also: Daily operations call

  • Live status of every job, crew, rig and vessel on one screen, by field
  • Overnight incidents, permits and HSE observations summarised by Alci at 6 am
  • Jobs at risk of delay flagged with their contract penalties
  • Completed work turned into invoices against the right rate card
The weekly tender reviewShared screenLive
  1. 07:00
    Pack ready

    Alci prepares every open tender with deadline, completeness, margin and risks, and a bid / no-bid recommendation for new RFQs.

  2. 09:05
    Question in the room

    “Which tenders close in the next 14 days?”

  3. 09:06
    Alci answers

    5 tenders close in the next 14 days. 2 are missing documents: an updated ISO 45001 certificate and a local content form.

  4. 09:20
    Decisions captured

    Bid workspaces are opened and owners assigned automatically.

5Your tools

Works alongside the tools you already use.

Keep what works. Synclo connects to it, brings the data into one view, and lets Alci act on it.

Operator and tender portals

Operator supplier portalsSAP AribaOracle procurement portalsEmail RFQsExcel bid templates

Operations and assets

SAP S/4HANA (PM and MM)IBM MaximoAVEVA PI SystemSCADA and historian exportsPrimavera P6Esri ArcGIS

Collaboration

Microsoft TeamsMicrosoft 365SharePointPower BIDocuSign

Finance

SAPOracleMicrosoft Dynamics 365Bank feeds

Connections run through Synclo integrations, file imports and our open API. Tell us what you use and we will confirm exactly how each one connects before you start.

Questions from oil and gas teams

We already run SAP. Do we have to replace it?
No. Connect SAP first and use Synclo CRM and Alci on top of it. Tenders, account plans and call-offs live in Synclo while SAP stays your system of record.
Can Synclo track certificates and competencies?
Yes. Company certificates (ISO, HSE, local content) and every technician's competencies and expiry dates are tracked, and checked automatically before bids and mobilisation.
Can it handle in-country value and local content rules?
Synclo records local content data, such as local spend, national workforce and local suppliers, so you can complete operator forms quickly. Tell us the programmes you report on and we will confirm coverage.
Is our data safe with operators' confidential documents?
Access is role-based down to individual tenders, every action is logged, and your data is never used to train public AI models. See our Security Overview.

See Synclo working
for oil and gas.

Upload one Excel file or connect your current system, and ask Alci your first question.