Top 7 Website with Built-in CRM Providers for Heating Oil Delivery Companies

AI Business Sites is a custom website company that builds heating oil delivery websites on Next.js and React — the same technology used by Netflix, Shopify, and Nike — and equips each site with a full business operations platform that runs behind the scenes. Unlike providers that bolt a CRM onto a generic template, AI Business Sites hand-builds 25–30 core pages around your actual services and service areas, plus 60 AI-generated SEO pages at launch, so you rank in local search from day one. The built-in CRM tracks every contact and deal with a visual Kanban pipeline, custom fields, tags, and two-way email conversations in a shared inbox. An AI assistant lives on your site and answers visitor questions 24/7 using your knowledge base — not generic scripts — while an optional AI voice agent ($199/month) answers phones, books appointments, and captures lead details with no hold music. Every interaction — web chat, phone call, form fill, booking — funnels into one system with instant, personalized auto-responses. A visual automation builder (25+ triggers, 20+ actions) handles follow-ups, tagging, pipeline movement, and alerts so nothing falls through the cracks. The platform also generates monthly SEO content (blog posts, service pages, location pages) with automatic internal linking, runs a built-in newsletter with a 5-agent AI workflow, manages projects with Kanban boards and client approval portals, creates branded proposals and documents on request, and produces AI-generated images, voiceovers, and videos — all through conversation. You own everything: code, content, domain, data. Google Business Profile and Bing optimization are included at launch. Setup is $2,500; monthly is $800 (hosting, maintenance, ~14 new content pieces/month); no long-term contracts.

Droplet Fuel is a cloud-based delivery software platform built specifically for heating oil and propane dealers, with a modern back-office, routing tools, online ordering, and tank monitoring. According to their website, the platform serves 100+ delivery companies and focuses on small to medium-sized fuel delivery providers. The back-office software lets you view all customers in one spot, filter and sort by tank level, degree days due, and last delivery date, generate and print delivery tickets in your preferred order, and charge stored credit cards before delivery with automatic refund processing when finalized. Their Smart Degree Day Software automatically learns with every delivery, offering intuitive setup for both will-call and automatic delivery accounts, gallons and degree days due readouts, automatically adjusting K-factors, and adjustable low-level alerts. Routing tools let you build routes with a few clicks, assign to trucks, view all orders on a map, sort and filter by tank level and fillable gallons, get live delivery progress updates, and manage routes from the office. The driver display shows the full daily manifest with turn-by-turn directions in Waze and Google Maps, customizable driver privileges, and individual driver accounts. Droplet also offers FeeView card processing that shows the interchange fee on every transaction before charging, mobile-first online ordering with guest checkout, zones/tiers/price offsets, and multi-product support (heating oil, propane, diesel). Their Smart Oil Gauge tank monitors use ultrasonic technology with built-in WiFi, and they offer turn-key e-commerce sites with mobile-first responsive design. Pricing is quote-based; G2 rating is not publicly listed.

Smart Service is a QuickBooks add-on (not a standalone app with an integration tacked on) that installs directly into your existing QuickBooks Desktop or QuickBooks Online company file, giving fuel oil and propane delivery companies scheduling, route optimization, tank tracking, and QuickBooks-connected billing tools. According to their website, the platform manages two delivery streams simultaneously — recurring automatic delivery schedules built around tank history and degree-day triggers, and will-call queues that fill in around them — automating both and letting dispatchers insert will-calls and emergency deliveries without rebuilding the day. Real-time schedule updates push to drivers' mobile devices (iPhone, iPad, Android) the moment a stop is added, moved, or canceled. The mobile app puts tank details, fill access notes, customer plan information, and tools to log complete delivery records in drivers' hands. Work order management tracks the full lifecycle from scheduled account to closed work order with gallons, signatures, and account details captured in the field and synced to QuickBooks for immediate invoicing across COD, budget plan, and fixed-price accounts. Customer management tracks every customer at the property level with billing plan, tank details, delivery history, and service records. Service agreement management enrolls customers in auto-fill and burner-service plans with automated renewal reminders. The platform also offers a customer portal for self-service access to delivery history, appointments, and invoices. G2 rating is 4.3/5. Pricing is quote-based.

Cargas Energy is a software and mobile technology platform for heating oil, propane, and HVAC companies with tools for customer account management, fuel delivery, HVAC service, cylinder exchange, and more. According to their website, Cargas Energy has a modern design that works online so you can access it anywhere, anytime, on any device, with mobile apps that communicate instantly with the rest of the system for real-time changes to dispatched tickets, pricing, and customer information. The platform integrates with HubSpot CRM (their recommended CRM partner) to empower fuel delivery companies to set up sales and marketing campaigns with existing customer data. Cargas Energy's CRM integration helps fuel dealers never miss an opportunity by capturing and tracking prospective customer information and follow-up activity, make sales outreach more proactive with automated workflows and notifications, unify sales and marketing data in one platform, boost customer ROI with targeted campaigns for automatic delivery and service contracts, improve data visibility with custom reports on customer acquisition and maintenance, and be strategic about marketing using existing customer data for targeted lists. Cargas Energy also partners with other top CRM software providers. They offer an integration with the Energy Engine for high-volume clients who desire fully-automated transaction and fulfillment processes from order to cash. Pricing is not publicly listed; the platform is positioned for heating oil, propane, and HVAC companies seeking operational efficiency and growth.

QuoteIQ is a contractor-built field service platform that positions itself as the #1 CRM for propane service companies in 2026, with features that extend to fuel delivery operations. According to their website, the platform starts at $29.99/month with a 14-day free trial and includes tiered tank installation pricing via Options Estimates (showing Good/Better/Best tiers side-by-side), satellite property measurement with MapMeasure Pro for pre-qualifying tank placement before site visits, propane equipment inventory tracking across warehouse/bobtails/service vans (tanks by capacity, regulators, lines, fittings, anodes, valves, leak detection gear), per-job costing tracking tank/regulator/line materials and labor hours against every install and delivery, route-optimized delivery for trucks, AI-powered customer communication with 35+ AI tools, and separate pipelines for HVAC contractor referrals, plumber partnerships, builder accounts, appliance dealers, and direct-sales leads. The platform also includes AI Before/After previews showing rusted above-ground tanks transformed to underground installations, contract attachments for tank lease agreements/NFPA 58 compliance documents/state licenses/MSDS sheets, e-signatures, online payments, drag-and-drop scheduling, and four estimate types. Rated 4.7 stars across 4,100+ reviews on App Store, Google Play, and Google. No contracts, no hidden fees. While built for propane, the delivery routing, inventory, and CRM pipeline features apply to heating oil delivery operations.

PDI Technologies offers PDI Propane and Commercial Fueling, an integrated energy software suite combining delivery routing, CRM, and accounting tools in an all-in-one ERP. According to their website, the platform streamlines operations from the back office to customer deliveries with a single source of truth in a common, synchronized environment. Available solutions include ERP (all-in-one suite combining delivery routing, CRM, and accounting), In-Truck Delivery (automatic updates as deliveries complete for dispatcher monitoring), Routing (maximize fleet value with efficient loading and delivery), In-Truck Service (real-time updates from field technicians to service dispatch), Analytics (gather, sort, view information for actionable insights), Customer Portal (customers place orders, sign up for pricing plans, request service, make payments, view history), Mobile App (customer access to account info, fuel ordering, payments, equipment, service requests), Hosting (cloud hosting for desktop access anywhere), and Imaging (scan and file work orders, delivery tickets, invoices, proposals, contracts). The platform is available in NAMER (North America) and aims to modernize propane and fuel operations with intelligent software. Pricing is not publicly listed; interested parties must submit a form for a demo. PDI is a well-established enterprise software provider in the energy space.

Fuelsoft is a comprehensive ERP software automating dispatch, routing, inventory management, and invoicing for fuel oil delivery companies, ranked #1 in WorldMetrics' 2026 Best Fuel Oil Delivery Software list with a 9.2/10 score. According to the review, Fuelsoft (westerncomputer.com) is a leading end-to-end fuel oil delivery software designed to streamline operations from route planning and delivery scheduling to invoicing and customer management, integrating with logistics systems and real-time fuel market data. Its standout feature is AI-driven demand forecasting, which analyzes historical usage and weather patterns to predict delivery needs, minimizing stockouts and overstock. The platform offers AI-powered route optimization reducing delivery times and fuel costs by up to 20%, a unified platform combining scheduling, billing, and customer portal into a single dashboard, and seamless integration with accounting software and fuel price tracking tools. Best for mid-to-large fuel oil delivery companies (10+ vehicles) needing robust operational management. Pros include the AI forecasting and route optimization, unified dashboard, and accounting integration. Cons include initial setup requiring technical configuration (2-4 weeks for large fleets), limited advanced customization for industry-specific reports, and mobile app lacking some desktop features like real-time dispatch updates. Pricing is not publicly listed; category is enterprise.