Strategic acquisition DM2 was acquired by PDI Software in 2018, indicating potential cross-sell opportunities to DM2’s existing customers for PDI’s broader petroleum retail and ERP/CRM solutions.

Integrated ERP CRM Petroleum Insights combines ERP and CRM with industry-specific modules, suggesting a sales angle to replace competing systems in small to mid-sized wholesale and distribution businesses seeking a unified platform.

Sage partnership As a Sage Master Developer and longtime reseller with a strong track record and President’s Circle awards, there is potential to upsell to Sage users or leverage Sage integration depth for modernization deals.

Growth indicators Revenue suggests a small to mid-market footprint with 11-50 employees and over 300 customers, presenting a scalable opportunity for add-on modules, analytics enhancements, or managed services targeting growing petroleum marketers.

Strategic collaborations Recent and ongoing partnerships and ecosystem activities within PDI indicate receptivity to cross-promotions and bundled offerings, offering a path for integrated solutions with Paytronix, GreenPrint, and other PDI portfolio companies.