From brief to invoice your agency operations in one panel
Agency software, program and CRM on one platform: Agency job tracking software, customer management software and sales automation with WhatsApp.
Incoming briefs, sent quotes, pending approvals and retainer contracts — all on one screen. Clients awaiting a reply, quotes due for follow-up and upcoming month-end invoices come up in your list.
Which CRM software should be used for Agency? ÖzgürKod is a CRM for Agency businesses: WhatsApp and Instagram messages collect in one inbox, customer records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
The familiar challenges for agencies
Quotes lost in email, approvals scattered across WhatsApp and retainer contracts that quietly end all cost you revenue.
Quotes that go untracked
The brief comes in, the quote goes out, then silence. Nobody knows who should follow up on which quote or when, and winnable work is forgotten and lost.
Scattered approval processes
Design approval on WhatsApp, revision notes by email, the final decision on the phone. Which job was approved becomes a matter of debate, and deliveries slip.
Retainers that quietly end
The monthly contract's end date is in nobody's calendar; the renewal meeting never happens, the client signs with another agency and recurring revenue disappears.
What does ÖzgürKod do for agencies?
From winning new business to recurring revenue, a setup tailored to your agency workflow.
Four steps from winning new business to recurring revenue
- Turn briefs from web forms, Instagram and WhatsApp into opportunity cards automatically, and report on their source
- Prepare quotes as PDFs from a template in minutes; track opens and reply status in the pipeline
- Collect client approvals in a single conversation thread; approved work is logged on the project card with its date and note
- Track retainer contract end dates; an automatic task opens for the team for the renewal meeting
- Track monthly invoices and payment collection from the customer card; an automatic reminder goes out for overdue payments
Every request that comes in through a web form, social media or a referral turns into an opportunity card automatically with its source.
The quote is prepared quickly from a template and tracked in the pipeline; an accepted quote turns into a project and contract in one click.
Work moves forward stage by stage; client approvals are collected in one flow, and revisions and delivery dates are visible to everyone.
Monthly invoices and payment status are tracked on the customer card; when a contract end date approaches, a renewal task opens automatically.
Not from a personal phone, but from the business line
Don't let Customer 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 customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer 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 customer 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 customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer 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 customers.
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 Customer 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 customer 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 Agency?
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 Agency choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer 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.
Agency program, software or CRM?
Most business owners search for the solution they need as “Agency program,” “Agency software,” “Agency job tracking software” or “Agency customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Agency automation, ÖzgürKod gathers customer 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 Agency
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 |
| Customer 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 does Agency CRM do?
It brings incoming briefs, sent quotes, project approvals and retainer contracts together on one dashboard. Which opportunity is at which stage, which client's approval you're waiting on, and when each contract ends — it's all visible at a glance.
How do I manage client approval processes?
You run design and content approvals in a single conversation thread with the client; the approval is logged on the project card with its date and note. When someone says “we already approved this,” you check the record, and delivery dates stay clear.
Can I track retainers and monthly contracts?
Yes. Each contract's amount, scope and end date are kept on the client card. As the end date approaches, a renewal task opens automatically for the team; your recurring revenue doesn't quietly come to an end.
Can I see how many jobs came from each channel?
Yes. Every opportunity is saved together with its source; the report shows how many briefs came from the web form, Instagram, referrals or ads, and how many were won. You manage your marketing budget based on data.
How many people on my team can use it, and how does pricing work?
It runs on a monthly subscription model based on the number of users; there's no extra charge per module. Your whole team works on the same dashboard, and you can try all features free for 7 days.
Agency software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Agency software", "Agency software", "Agency job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer 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
Turn your next brief into a won deal
Try it free for 7 days, no card details required. Move your quotes into the pipeline on day one; at the end of the month, see in the report which source won you work.