This overview is designed to help our partners and prospective customers understand the CRM.COM Fleet Management & Billing solution. The guide explains how CRM.COM can help an energy company offer its commercial customers full fleet features, such as recurring post-bill or pre-paid billing, fleet control and reporting, product level authorisation and commercial policy, credit control and vehicle management.

Fleet management and billing solution

CRM.COM is provided as a cloud service that provides all the fleet management and billing functionality to cover the needs of energy companies. The built-in ready-made processes allow energy companies to set up their fleet scheme and be live within weeks.

The station manager can monitor the performance of their outlet for the fleet business, optionally process fleet transactions manually and at the end of the week, will receive an automated self-billing invoice with the amount to be credited.

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Commercial Customers

Commercial customers, i.e. fleet companies, set up an account in CRM.COM and are assigned a credit and usage limit. The drivers are identified at the station by presenting their physical card or via the OTP generated by the fleet management mobile app. The transaction is authorised based on the allowed products, credit limit and usage limit. Billing is executed every week or month (configurable), and an invoice is raised and sent to the customers.

Driver app

The drivers are able to fuel at a station with their driver app. The app allows the drivers to identify themselves and monitor their own key data and processes as below:

• Generate OTP for authentication

• View allowance

• View notifications

• View past transactions

• Release fuel pump

• Manage eWallet etc

Monitor station performance

The station manage can monitor the station performance via reports, dashboards and graphical insights and even accept and process fleet transactions by manual system entry as an exception process.

Business Network

CRM.COM allows the operator (energy company) to set up its internal and partner business network and enables multiple organisations to service their commercial customers and carry out specific business operations (e.g. sell via retail outlets).

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Settlement process

The settlement process will credit the energy stations by taking into account the contribution fee percentage. The contribution fee is a percentage fee applied by the energy company on every transaction. The settlement process creates a self-billing invoice for each station.

Notifications and client engagement

Notifications are set up in CRM.COM using various channels such as email, SMS or in-app notifications. The content of the notifications can be set up in multiple languages and can include images, links etc. Notifications can be used for financial, operational or marketing purposes where customers are notified either on an automated or ad-hoc basis, such as:

• Email sent to customers informing them about their bill amount.  

• Email sent to customers to warn them about unpaid bills.

• In-app notifications are sent to customers to promote new products or services, new station openings or new offers.

• In-app notifications are sent to customers on every purchase

• SMS was sent to the driver to inform him about a rejected transaction