Cold chain CRM: from B2B customer acquisition to trip planning on one screen
Cold chain software, program and CRM on one platform: Cold chain job tracking software, customer management software and sales automation with WhatsApp.
Transport requests from food and pharmaceutical companies sit in emails, the trip plan lives in a separate spreadsheet, and contract due dates live in the accounting books. ÖzgürKod takes enterprise customer requests into your pipeline, sends freight quotes as a PDF, assigns each trip to a driver and vehicle with a task card, and makes it easy to share temperature record printouts with customers as file attachments.
Which CRM software should be used for Cold chain? ÖzgürKod is a CRM for Cold chain businesses: Track B2B food and pharma customers in the pipeline, plan route tasks, and keep contract due dates and temperature report sharing in a single panel. Setup takes minutes; try it free for 7 days.
The problems cold chain companies know well
Enterprise requests scattered across emails, a trip plan managed in a spreadsheet, and annual contracts whose due dates are forgotten.
Enterprise requests get lost in email
Transport requests from food and pharmaceutical companies are spread across different inboxes, WhatsApp and phone calls. Who has been quoted, who is still deciding — no one sees the whole sales process, and opportunities quietly go cold.
The trip plan gets messy in a spreadsheet
Which vehicle carries which load, on which day, has the driver been assigned, is the return load arranged? While the Excel sheet is passed around the team, the latest version goes missing; clashing trips, empty return runs and late deliveries become routine.
Contract due dates slip through
The end dates of annual transport contracts sit in the accounting books. When renewal time comes and no one notices, the customer is open to a competitor's offer; freight payment due dates are tracked by hand the same way.
Freight quotes take days
Pricing by distance, load type and temperature range is prepared by hand in Word, and approvals bounce around in emails. As the quote drags on, the company signs with another carrier; and no one ever goes back to check what came of the quotes sent.
Sharing temperature reports is scattered
When a customer asks for the temperature record printout of a shipment, the document is pulled from the data logger and hunted down email by email. There is no way to track which report for which trip went to whom, and when requests pile up, replies are delayed.
Operational requests are left ownerless
Delivery time changes, extra vehicles and document requests are posted in WhatsApp groups. When the message gets lost in the flow, no one is sure who took it on; a missed request turns into lost trust on sensitive loads and lost customers.
What does ÖzgürKod do for cold chain transport?
On top of general CRM tools, workflows that fit your refrigerated transport operation.
The 7 steps of the B2B customer journey
- Bring transport requests from food and pharmaceutical companies into your pipeline with a source tag: First Contact→Freight Quote→Trial Trip→Contract; overdue opportunities stay in a separate view
- Prepare freight quotes by distance, load type and temperature range in minutes with a PDF template; track them through a Sent→Approved→Revised flow
- Turn each trip into a task card: vehicle, driver, loading and delivery points and checklist clear; the plan goes out to the team with a due date notification
- Attach the temperature record printout to the trip card as a file; share the document from the conversation thread when the customer asks, and keep a record of which report went to whom
- Track the end due dates of annual contracts and freight payments; let AI detect payment receipts, and see open balances and upcoming renewals in the payment collection report
- Let AI classify incoming messages; urgent pharma shipments and complaints surface first, and a conversation summary and suggested reply let the agent respond within minutes
A request from a food or pharmaceutical company arriving via web form, email or WhatsApp; it becomes a customer record with a source and campaign tag.
Route, load type, temperature range and trip frequency are asked with quick reply templates; AI surfaces urgent and hot requests.
Freight quotes based on distance and cargo type are sent as PDF quotes; the quote’s status is tracked in the Sent→Approved→Revised flow.
The first shipment is assigned to the vehicle and driver with a task card; the temperature log printout is added to the card and customer feedback is processed.
The approved quote moves to the contract stage; the trip schedule and operating rules are distributed to the team on the task board.
Every trip is planned from a task card; delivery time change and report requests move forward with an owner in the same conversation flow.
The renewal period is flagged in advance through due-date tracking; additional services for customers whose volume is growing are spotted in the cross-sell report and announced with a campaign.
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 Cold chain?
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 Cold chain 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.
Cold chain program, software or CRM?
Most business owners search for the solution they need as “Cold chain program,” “Cold chain software,” “Cold chain job tracking software” or “Cold chain 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 Cold chain 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 Cold chain
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 a CRM do for cold chain transport?
The cold chain CRM takes transport requests from food and pharmaceutical companies into the sales pipeline with their source, sends freight quotes as PDFs and tracks them in the status flow. It assigns each trip to a vehicle and driver with a task card and makes it easy to attach the temperature log printout to the trip card as a file and share it with the customer. Annual contract due dates and freight payments are tracked in a single panel, so the corporate sales process stays visible and operational requests for sensitive cargo never go unowned.
Does it pull temperature data from vehicles automatically?
No. ÖzgürKod is not vehicle tracking or refrigeration sensor/IoT software; it does not automatically collect temperature data from reefer units or data loggers. You take the temperature log printout from your own logger or system, attach it to the trip task card as a file, and share it in the conversation flow when the customer asks. The benefit is this: which report for which trip was sent to whom stays recorded in one place, so you are not hunting for documents even when requests pile up.
How do I manage the trip schedule and driver tasks?
You turn each trip into a task card: the vehicle, driver, loading and delivery points, temperature range and checklist are all clear. Tasks are tracked in board, list or card view; a trip with an approaching date reaches its owner as a notification. With role-based permissions, field staff see only their own trips while the head office monitors the whole plan. This reduces the risk of overlapping trips and empty return runs, and files and documents are added to the task card as well.
Can I prepare freight quotes based on distance and cargo type?
Yes. You define your service and tariff items in the catalog and create a freight quote based on route and cargo type with a PDF template in minutes; TL, USD, EUR and GBP are supported. The quote is tracked in the Preparing→Sent→Approved/Rejected/Revised flow; you send a reminder for a pending quote with one click using a template. The approved quote moves to the contract stage and then to annual account and due-date tracking.
How do I track annual contract renewals and payments?
You keep the end due date of annual transport contracts on the customer card and flag records whose renewal period is approaching in advance, so you start the conversation before the customer opens up to a competitor’s quote. Freight payments are tracked in installments and with due dates, and AI detects the photo of the receipt you send and attaches it to the record. In the payment collection report you see at a glance how much open balance each customer has. ÖzgürKod does not collect payments online; payment happens through your own channel, while tracking and records are kept in the panel.
How are customer data and team member access protected?
Data is stored with KVKK (Turkey's personal data protection law) requirements in mind; with role-based authorization, each team member accesses only the customers, trips and tasks they are authorized for, and all access is logged. The “team members see only their own customers” permission isolates your corporate portfolio between sales reps; a departing team member cannot take the customer list with them. In bulk announcements, targeting rules and duplicate blocking help you prevent repeated messages going to the same company.
Cold chain software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Cold chain software", "Cold chain software", "Cold chain 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
Move corporate transport into the panel and trips onto task cards
7-day free trial, no credit card required. Collect your first day’s incoming requests in a single panel and see at the end of the week how many corporate opportunities have built up in your pipeline.