From first consultation to payment collection, every client case under control
Consulting software, program and CRM on one platform: Consulting job tracking software, customer management software and sales automation with WhatsApp.
Consultation requests, appointments, case stages, contracts and payments are all on one dashboard. Your client doesn't call to ask where their case stands; you always know which case is waiting and which payment is overdue.
Which CRM software should be used for Consulting? ÖzgürKod is a CRM for Consulting businesses: WhatsApp and Instagram messages collect in one inbox, client records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
Familiar challenges for consulting firms
Appointments crammed into a planner, cases that get hunted down only when someone asks, and payment collection that slips through the cracks all cost both time and revenue.
Appointment traffic in a planner
Consultation requests arrive via WhatsApp, phone and email; with a calendar managed by a planner and memory, double bookings and missed consultations are inevitable.
Case status hunted down when asked
When a client asks where their case stands, folders and emails get dug through. Every status question takes minutes, and your professional image suffers.
Contracts and payment collection untracked
Which client's contract was signed, which installment is overdue — the answers you search for in Excel come too late; you can't collect payment on time for work you've put effort into.
What does ÖzgürKod do for consulting firms?
A setup tailored to your consulting flow, from first contact to case closure.
Four steps from first contact to case closure
- Turn consultation requests from WhatsApp, web forms and phone into client cards automatically
- Book consultations on your calendar with an online appointment page; automatic reminders go to the client, so no consultation is forgotten
- Track each case stage by stage: waiting for documents, application submitted, waiting for result — status at a glance
- Send automatic updates to the client when the stage changes; fewer “what's happening with my case” calls
- Track contracts, installment plans and payment collection from the client card; automatic reminders go out for overdue payments
Every consultation request that comes in via WhatsApp, web form or phone automatically becomes a client card with its source information.
The appointment goes on the calendar and a reminder goes to the client; after the consultation, the service quote is sent from a template within minutes.
The case opens with the signed contract; documents, applications and process stages are tracked on the card, and the client is informed at every stage.
Installments and payments are tracked automatically; when the case closes, a satisfaction message and a referral request go out in the same flow.
Not from a personal phone, but from the business line
Don't let Client messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects client information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the client group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new client came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a client writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Client cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own clients.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Client write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the client card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Consulting?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Consulting choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey client most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Consulting program, software or CRM?
Most business owners search for the solution they need as “Consulting program,” “Consulting software,” “Consulting job tracking software” or “Consulting customer management software.” “CRM” is the international name for this solution, and the need is the same: keep client information in one place, never miss a request, and bring order to your work.
As a Consulting automation, ÖzgürKod gathers client messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Consulting
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Client history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What is consulting CRM for?
It brings meeting requests, appointments, client files and payment collection together on one panel. Which file is at which stage, when the next meeting is and which payment is overdue — you manage it all from one screen.
How does process tracking work for client files?
For each file you define the stages that match your own process; for example, awaiting documents, application submitted, completed. When a file changes stage, the client gets an automatic notification, so you don't get calls asking about status.
Are appointment reminders sent automatically?
Yes. An automatic WhatsApp reminder goes to the client before the meeting, so anyone who can't make it can let you know in advance. With your online appointment page, clients can also pick a suitable time themselves.
Can I track contracts and payment collection?
Yes. The contract amount, installment plan and payment status are tracked on the client card, and an automatic reminder goes out for each installment that falls due. At the end of the month you see your outstanding receivables in a single report.
Is client information kept confidential, and is it KVKK-compliant?
Yes. Client data is stored in line with KVKK (Turkey's personal data protection law) requirements; with role-based permissions, each advisor can access only their own files, and access is logged. Data deletion requests are managed through the platform.
Consulting software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Consulting software", "Consulting software", "Consulting job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: client communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Don't lose track of your next client
Try it free for 7 days, no credit card required. On day one, move your files through the stages; at the end of the month, see your payment collection and appointment table in a single report.