CMI Solutions

Name

CMI Solutions

Legal name

CMI Solutions, Inc.

Website

https://cmisolutions.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

CMI Solutions, founded in 1992 and headquartered in Charlotte, NC, provides Windows-based ERP and back-office software—built on Microsoft Dynamics and SQL—for convenience stores and wholesale petroleum marketers, with 2,000+ customers and 40+ industry partnerships.

Ownership category

akta.pro rank

Product category

Petroleum Marketing ERP Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Retail ERP (Merchandising, POS Back Office) (HDAEAEAD)

akta.pro secondary industries

Distribution & Wholesale ERP (Inventory, Order, Warehouse) (HDAEAEAC), B2B/EDI & Supply Chain Process Automation Platforms (HDAEAHAK), Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Convenience store software
• Petroleum marketing ERP
• Wholesale fuel management
• Price book management
• Business intelligence dashboards

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Licenses and Subscriptions: CMI generates revenue from licensing their PB3 Retail, PetroCycle Wholesale, C-Store Analytics, and Accounting Solutions software products. As a Microsoft Certified Developer and Reseller, they offer integrated ERP solutions for c-store, wholesale fuel, lubricant, cardlock, home heating oil, and propane operations.
2. Hardware Sales: Sale of compatible hardware including CipherLab RK25 scanners priced at $1,490.00, along with mobile printer interfaces and related scanning equipment.
3. Scan Data Services: Scan data management services available from $30.00 per month.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

CMI Solutions develops and licenses integrated back-office ERP software for U.S. convenience store operators and wholesale petroleum marketers, including PB3 Retail for SKU-based price book and c-store operations, PetroCycle Wholesale for bulk fuel, lubes, cardlock, propane, and home heating oil management, C-Store Analytics for business intelligence, and integrated Accounting Solutions. The company also resells compatible hardware such as CipherLab scanners and offers scan data services, all built on the Microsoft Dynamics and SQL platform with CMI's proprietary Rules Engine.

Product overview

CMI Solutions provides a unified ERP platform for convenience stores and wholesale petroleum marketers consisting of four core products: PB3™ Retail (c-store operations and price book management), PetroCycle™ Wholesale (bulk fuel and lubricant management), C-Store Analytics™ (business intelligence), and Accounting Solutions (financial management). Add-on modules include PB3™ Food Service for prepared food operations and Vroom Delivery™ for order-ahead/pickup functionality. The platform is built on Microsoft Dynamics and SQL, with CipherLab hardware integration for scanning. CMI serves over 2,000 c-stores and wholesale customers since 1992.

Differentiator

Problem solved

Functional benefit

Brands

• PB3™ Retail: Windows-based SKU-based price book management and c-store operations tool providing centralized control and oversight over c-store operations with item-level scanning and inventory management.
• PetroCycle™ Wholesale
• C-Store Analytics™

Products and services

• PB3 Retail Windows-based, SKU-based price book management and c-store operations tool that provides centralized control and oversight over c-store operations, with item-level and department-level inventory management using scanning and extensive onscreen drill-down reporting. Targeted at convenience store operators managing multi-store retail operations.
• PetroCycle Wholesale Wholesale fuel management software built on Microsoft Dynamics and SQL with CMI's flexible Rules Engine, handling bulk fuel, lubes, cardlock, propane, and home heating oil operations. Features eBOL, credit card, EFT, and price imports, auto-invoice reconciliation, one-step BOL processing, tax reporting, and e-filing. Designed for wholesale petroleum marketers.
• C-Store Analytics Business intelligence application providing dashboards, graphs, and charts specifically designed for petroleum marketers' c-store operations. Offers user-defined reports, buying patterns analysis, customer counts by hour, and market basket analysis to help reduce shrink, optimize staffing, increase sales, and grow profit margins.
• Accounting Solutions
• PB3 Food Service Add-on module for PB3 Retail that provides recipe management, ingredient inventory control, true food costing, and menu item gross profit margin reporting. Designed for convenience stores with made-to-order scratch cookery and prepared food operations seeking food cost control and waste reduction.
• CipherLab RK25 Scanners WiFi-ready Android-based CipherLab RK25 handheld scanners bundled with CMI software, pistol grip, and charging/communication cradle for inventory control, receiving, and stocktaking in convenience store operations. Priced at $1,490.00 per unit.
• Scan Data Services Scan data management subscription service available for $30.00 per month, providing data services to support CMI's convenience store and petroleum marketing customers.
• Vroom Delivery Integration Order ahead and pickup integration for convenience stores, enabling contactless ordering and delivery services to meet changing consumer expectations. Integration within PB3 Retail for c-store operators.

Quantifiable outcome

• Reduce shrink and increase profit at 64-store operations
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Vroom DeliverycoreTechnology or Integration · 12 April 2021Integration partnership for new Vroom Delivery Order Ahead and Pickup app integration, enabling convenience stores to offer order ahead, pickup, and delivery services to meet changing consumer expectations post-COVID-19.
• CipherLabcoreTechnology or Integration · 24 March 2020Partnership to provide CipherLab RK25 Android scanners with CMI software, pistol grip, and charging/communication cradle for tighter inventory control and greater mobility on the store floor.
• CitizencoreTechnology or Integration · 24 March 2020Partnership to provide mobile printing solutions including the ability to print shelf labels, item tags, markdown labels, and sales receipts on the spot, maximizing store associate productivity.
• MicrosoftcoreTechnology or IntegrationMicrosoft Certified Developer and Reseller, utilizing Microsoft Dynamics and Microsoft SQL as the foundation for PetroCycle and other solutions. Provides scalability, performance, and enterprise-grade reliability for petroleum industry ERP deployments.
• CONEXXUScoreStrategic or Co-development PartnerFounding member of CONEXXUS, the petroleum convenience retail industry's premier technology standards organization. CMI actively participates in shaping industry best practices, regulations, standards, and trends.
• Industry Associations (CFCA, FPMA, LOMCSA, NACS, NPMA, NCPCM, P&CMA, SCCPMA, TFFA, VPMCA, WPMCA)minorStrategic or Co-development PartnerActive membership in 12 petroleum industry associations providing thought leadership, industry intelligence, and networking opportunities across regional and national petroleum marketing communities.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Quorum Business Solutions: Quorum provides ERP software for fuel retail and convenience store operators, including wholesale fuel and lubricants. Comparable as a vertical ERP peer targeting the same petroleum marketing customer base as PetroCycle.
• FuelQuest: FuelQuest provides fuel management, tax automation, and wholesale fuel supply chain solutions to petroleum marketers. Comparable as a wholesale petroleum operations platform with overlapping functionality to PetroCycle.
• LS Retail: LS Retail is an ISV that builds retail and hospitality solutions on Microsoft Dynamics, similar to CMI's architecture. Comparable as a Dynamics-based vertical retail ERP partner that competes for similar c-store and fuel retail customers.
• Gilbarco Veeder-Root: Gilbarco provides POS, back office, and forecourt controllers for c-stores and fuel retailers globally. Comparable as it sells integrated software solutions for both retail operations and wholesale fuel management into the same customer base.
• PDI (Professional Datasolutions): PDI is the dominant ERP, loyalty, and fuel pricing software provider for convenience stores and petroleum marketers. Most directly comparable peer given shared focus on c-store back office, wholesale fuel management, and BI for the same vertical.
• ParTech (PAR): ParTech's Brink POS and Restaurant Manager serve convenience and fuel retail with back-office, payments, and inventory capabilities. Comparable as a competing c-store/restaurant POS and back-office platform with overlapping customer profiles.
• Verifone: Verifone delivers payment and commerce solutions including c-store and petroleum POS and back-office software. Comparable as a petroleum-focused retail software and payments provider overlapping with CMI's customer segments.

Broad incumbents

• Comdata: Comdata, part of Corpay, provides fleet cards, fuel management, and back-office solutions for trucking and petroleum marketers. Comparable as a broader fuel and petroleum ecosystem player that touches overlapping c-store and wholesale customers.
• NCR Voyix: NCR Voyix is a large retail and hospitality technology vendor offering POS, back office, and self-checkout solutions. Comparable as a broader retail ERP/POS competitor that overlaps with CMI's c-store back-office footprint though not petroleum-specialized.
• Heartland Payment Systems (Global Payments): Heartland, part of Global Payments, delivers payments, POS, and back-office solutions for c-stores and petroleum retailers. Comparable as a broader payments and retail technology incumbent that intersects with CMI's customer segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CMI Solutions