Books & stationery CRM: from school list to bulk order every customer in one panel

It turns the chaos of the season into an organized record: list photos that arrive on WhatsApp become order records, preparation status is tracked, and ready orders are announced to the parent with one click. Institutional bulk requests are presented as PDF quotes and tracked in the flow; stock levels and store credit balances sit on the dashboard. Most importantly, the hundreds of parents who fill the shop in September are now a registered customer list; midterm and New Year campaigns turn them into year-round sales.

No; let's be honest here — ÖzgürKod does not send on a schedule by itself. The right setup is this: parents registered last season stay in tags and segments; when August arrives, you pick the “those who placed a list order last year” segment and send the back-to-school announcement in bulk through the campaigns module over a Meta-approved WhatsApp template. The speed control paces the send, duplicate prevention stops the same parent from getting two messages, and if the error rate rises the campaign pauses automatically. You are always the one who presses the button.

The parent sends a photo of the list on WhatsApp; you turn the conversation into an order record with one click, and the photo stays attached to the record. The order moves through operational statuses: preparing, waiting for missing items, ready for delivery, delivered. Because payment status is tracked separately, cash-on-delivery and store-credit lists don't get mixed up. When the order is ready, you notify the parent with one click using a Meta-approved template. With dozens of lists in progress at once, one list shows where each one stands; no bag gets lost in the chat flow.

Yes; the institutional side is a complete quote flow. You record the school's or office's request as a lead and prepare a line-item priced PDF quote from the dashboard; the quote is tracked with Preparing → Sent → Approved/Rejected/Revised statuses, and quotes with no reply stand out in overdue work. An updated quote goes to an institution that asks for a revision from the same record. An approved job becomes an order, and delivery and payment collection continue on the same dashboard; the long-term institutional relationship builds up on a single card.

In the product catalog you keep notebooks, books and stationery groups in categories; stock movements record ins and outs, and a critical stock alert tells you when the season’s star product is running low. Supplier records and price lists speed up wholesale orders, and delivery notes are recorded. Let’s be clear: there is no ready-made integration with a barcode reader or a POS system; movements are processed in the panel. The goal is not to replace your POS, but to answer “do we have it in stock?” instantly and enter the season with the right stock.

Yes; the payment tracking module exists for exactly this. The payment for each order is tracked separately from operations: prepaid, deposit, credit or installment. With partial payment records you see who paid how much, and with due-date tracking you see which balances are overdue in the panel; AI detects the transfer receipt the parent sends. For overdue balances you send the reminder yourself in one click with a quick reply template. Let’s also be clear: ÖzgürKod does not offer a payment link or online payment collection; the money goes to your POS, the record goes to the panel.

In practice they describe the same need. Businesses usually search for "Books & Stationery software", "Books & Stationery software", "Books & Stationery inventory and sales 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.