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Auto, Lubricants & Electricals · Field sales

Field sales software for Lubricants & Oils Companies

The mechanic recommends the grade, oil sells from a one-litre pack to a barrel, and base-oil costs never sit still. OZZO is built for that.

Lubricants is a workshop-led trade: the mechanic recommends the grade, the range spans viscosities and pack sizes from a litre to a barrel, base-oil costs move your price list, and you sell to retail counters and industrial buyers at once. OZZO handles all of it in one system.

Mechanic-led

the workshop recommends the grade the vehicle owner accepts

Industry reality

Litre → barrel

the same grade sells in 1L, 5L, 20L pails and 210L barrels

Base-oil linked

input costs move with crude and base oil, forcing price-list revisions

The reality on the ground

What Lubricants & Oils Companies are up against

The specific field-sales pressures of this trade — not generic sales advice.

The mechanic recommends the grade

Vehicle owners rarely choose their own oil — the workshop or mechanic does. Brands that engage workshops win the recommendation; a field team that only calls on retail counters never reaches the decision.

Grade × viscosity × pack-size complexity

The same product line spans viscosities, specifications and pack sizes from a one-litre bottle to a 210-litre barrel. Booking the right grade in the right pack at the current price is genuinely error-prone at the counter.

Base-oil costs move your price list

Input costs track crude and base oil and move sharply. When they rise you must push new rates to the field fast; a stale rate card quietly bleeds margin on every order booked.

Counterfeiting and container refilling

Used containers refilled with spurious oil are a persistent trade problem. A well-served, engaged workshop and retailer network is the practical defence for a genuine brand.

Two very different channels

Retail counters, workshops and fuel stations run alongside industrial and bulk B2B buyers who need a pipeline, quotations and long follow-up. Most field tools do one motion well, not both.

How OZZO helps

What OZZO does about it, for lubricants & oils companies

Each pressure above, mapped to a capability OZZO actually ships.

Engage workshops & mechanics

Model workshops, mechanics and service advisors as their own customer type; log geo-stamped engagement visits, run schemes tied to what they recommend, and keep their history alongside the retailer they buy from.

Book the right grade and pack

A full catalogue by grade and pack with multi-unit ordering (litre / pack / pail / barrel) and customer-specific price lists, so reps capture the exact grade, pack and current price — offline if there's no signal.

Push new prices the day base oil moves

Update the price-list engine centrally and every rep quotes the new price instantly — no stale rate cards — with trade schemes to move stock when counters hesitate.

Run industrial bulk alongside retail

A CRM pipeline for industrial and bulk B2B deals — stages, branded PDF quotations and follow-ups — running beside the retail and workshop beat on one customer record.

See secondary and control credit

Trade levels with automatic primary/secondary tagging, self-calculating outstanding, credit limits before the next order and an Ageing report.

See it work

One field app, litre to barrel

The right grade and pack at the current price, the workshop that recommends your brand, the industrial deal and the retailer's outstanding — on one screen, online or off.

Today · Kanpur beatLive price list

15W-40 diesel engine oil

20L pail × 18 · captured offline

52,200
Base oil ▲ · new list pushed to field

Verma Motors · Workshop

Recommends your grade · in scheme

Industrial bulk deal

Barrels · quotation sent

Stage: Negotiation · follow-up Thu

Retailer outstanding

96,000/ ₹1.2L limit

Multi-unit ✓

litre · pail · barrel

Secondary ✓ reaching counter

primary vs secondary tracked

A day in the field

A day in the field, on OZZO

01

Engage the workshop

A geo-stamped visit to a workshop or mechanic, logging the grades they recommend and enrolling them in a scheme.

02

Work the retail counter

A counter visit and a multi-unit order (litre to barrel) at current prices, captured offline.

03

Advance an industrial deal

Move a bulk B2B deal a stage, send a branded PDF quotation and set the follow-up.

04

Collect & watch movement

Record collections against outstanding; primary vs secondary shows what's reaching the counter.

Why OZZO, specifically

Why not just a generic tool — for this trade

What a general tracker, an enterprise FMCG SFA, or a plain CRM each miss for lubricants & oils companies.

Not just a field-tracking app

A tracker shows a rep visited a counter — but not multi-unit grade ordering, base-oil-linked price pushes, workshop engagement or an industrial pipeline.

Not an enterprise FMCG SFA

Lubricants are workshop-recommended, multi-unit and part industrial B2B — not fast-moving packaged goods that enterprise CPG platforms are shaped and priced for.

Not a CRM with field bolted on

A pure CRM runs the industrial pipeline but has no field tracking, multi-unit counter orders, trade levels or dealer outstanding. OZZO is one system.

What changes

What it looks like when it's working

Current prices in every rep's hand

When base-oil costs move, the new rate card is live in the field the same day — margin stops leaking.

The workshop network becomes visible

Which mechanics your reps engaged and what they recommend — on the record, not in memory.

Both channels on one system

The retail and workshop beat and the industrial bulk pipeline run together, on one login and one record.

Credit & secondary under control

Outstanding self-calculates, credit limits gate the next order, and you see what's reaching the counter.

What you'll use most

The OZZO modules that matter here

Multi-unit ordering (litre / pack / pail / barrel)Base-oil-linked price lists & schemesWorkshop/mechanic engagement (customer type)CRM pipeline for industrial bulk salesTrade levels & primary/secondaryOutstanding, credit limits & AgeingBranded PDF quotationsOffline order capture

Honest scope: OZZO can model and track your workshop/mechanic engagement — as a customer type, with geo-stamped visits, schemes and history — but it is not a consumer-style gamified mechanic-rewards app with points redemption, and not an anti-counterfeit authentication platform (hologram or QR pack verification). It also does not manage OEM approval/specification certification. It gives your field team the pricing control, ordering and visibility to run the trade.

Sales force automation (SFA) & field tracking for lubricants & oils companies

OZZO is a sales force automation (SFA) software for lubricant and oil companies that combines multi-unit order booking (litre packs to barrels), mechanic and workshop engagement, base-oil-linked price-list updates pushed to the field, retailer and distributor coverage and a CRM pipeline for industrial bulk sales in one field app. When base-oil costs move, every rep quotes the new price instantly and books the exact grade and pack at the counter — offline if needed.

It is also field-force tracking (WFA) and salesman location tracking software for lubricant field teams: selfie + GPS attendance, live location and geo-tagged workshop, retailer and distributor visits. So "SFA for lubricants", "lubricant dealer management software" and "salesman tracking software" are one system. Multi-unit order booking, price control, workshop engagement, secondary sales and GPS tracking make OZZO a practical lubricant distribution and sales-tracking system.

FAQ

Frequently asked questions

Everything a business owner asks before getting on a call.

Is OZZO built for lubricant and oil companies?

Yes. OZZO handles what makes lubricant field sales hard — multi-unit ordering from litre packs to barrels, base-oil-linked price changes pushed to the field, workshop and mechanic engagement, retail coverage and an industrial bulk pipeline — in one system.

Can OZZO handle packs from one litre to a 210-litre barrel?

Yes. Multi-unit ordering lets reps book the exact grade in the right pack (litre, pack, pail or barrel) at the current price, offline if there's no signal.

How does OZZO deal with base-oil price volatility?

Update the price-list engine centrally and every rep quotes the new price instantly, so cost swings don't leave stale rate cards in the field. Trade schemes help move stock when counters hesitate on price changes.

Does OZZO help engage workshops and mechanics?

Yes — model them as their own customer type, log geo-stamped engagement visits, run schemes tied to the grades they recommend, and keep their history alongside the retailers they buy from. It isn't a gamified consumer rewards app, but it makes the relationship visible and manageable.

See how OZZO fits Lubricants & Oils Companies

Tell us how your team sells and collects on the ground, and we'll show you exactly how OZZO fits your channel.