Elderly care & nursing home CRM: always reachable for families be a care center

It organizes all communication around the care service: families’ status questions, visit planning, monthly fee tracking and availability requests all come together in one dashboard. Each resident’s card holds all the family’s numbers, the correspondence history and payment status in one place, and the answer to who was informed and when is on record. ÖzgürKod is not care plan or health record software; it doesn’t interfere with nursing observation forms, and it manages the communication and follow-up layer the facility builds with families.

No. The system never messages anyone on its own, and that is a deliberate choice for this sensitive kind of communication. The right workflow is this: you prepare the update and send it in one click with a Meta-approved WhatsApp template; general announcements like holiday schedules go to all families at once with the campaign module, and duplicate protection prevents double messages. When and in what words to share a specific detail about a resident is always your team’s decision.

ÖzgürKod is administrative communications CRM software; it is not designed to carry medical records such as diagnoses, medications or care plans, and we recommend you do not enter them into the system — data minimization is a core principle of KVKK (Turkey's personal data protection law). Family correspondence and personal data kept in the panel are protected by role-based permissions: each team member sees only the records they are authorized for, and all access is logged. Because correspondence lives in the company panel rather than on personal phones, the family's communication history stays at the center when staff change.

Every placement request from a web form, WhatsApp or Instagram is saved as a lead with a source tag; duplicate protection keeps the same family's second inquiry from creating a double record. Requests move through the pipeline: first call, in-person visit, quote, move-in. Outside business hours, the chatbot sends the first reply and shares a visit appointment link. When capacity is full, you keep the request with a waiting tag; when a spot opens up, you return to that segment with a template in one click. The source report shows you which channel brings in requests.

Each resident card records the monthly fee and due date; upcoming and overdue payments are listed separately in the panel. When a family sends a bank transfer receipt on WhatsApp, AI detects it from the image and logs it; at month end it is clear who paid without shuffling through ledgers. For an overdue payment, you send a polite reminder from a template in one click — tying this difficult conversation to standard, courteous wording protects the relationship. ÖzgürKod does not collect payments online; it keeps the tracking and the record complete.

You send families the link to your online appointment page; the family picks a suitable visit time themselves, and the record syncs to Google Calendar. That way there is no pile-up at the same hour and no clash with meal or activity times; reception knows from the morning who is coming and when. When visiting hours change seasonally, you send a single announcement to all families with the campaign module. You can also use the last contact filter to spot families who have not visited in a long time and gently reach out.

In practice they describe the same need. Businesses usually search for "Nursing home & elderly care software", "Nursing home & elderly care software", "Nursing home & elderly care appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: family 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.