Wholesale electrical supplies CRM: survey list, brand-series check, current account due dates in one panel
Wholesale electrical supplies software, program and CRM on one platform: Wholesale electrical supplies inventory and sales tracking software, customer management software and sales automation with WhatsApp.
The photo of a survey list an electrician sends, the question “do you have the X brand recessed series?”, the contractor who wants prices with alternatives against the panel, and due dates scribbled in a notebook — that's what the day goes on. ÖzgürKod connects the survey list to a PDF quote, the brand-series check to a catalog, and current account due dates to tracking.
Which CRM software should be used for Wholesale electrical supplies? ÖzgürKod is a CRM for Wholesale electrical supplies businesses: Electrician and contractor customers, project survey list quotes, brand-series stock checks and current account due-date tracking in one panel. Setup takes minutes; try it free for 7 days.
How many of these problems happen at your counter?
In electrical wholesaling, profit lives in correctly priced survey lists, in series that are actually on the shelf, and in due dates that come back on time. When all three go untracked, it melts away.
Pricing a survey list takes half a day
The survey list the electrician sends is priced item by item; cable length, number of breakers, switch series are all added up one by one. When the list is revised, everything starts over; meanwhile the waiting customer gets the price from another wholesaler.
You go down to the warehouse to answer brand-series questions
The same product has three brands and each brand has three series; how many of each are left is all in your head. “Do you have 40 boxes of the X series?” means a trip to the warehouse; the customer cools off while waiting on the line, and a wrong answer leads to a return.
Electrician accounts pile up in the notebook
Parts are sold on credit to tradesmen and contracting firms; whose balance is what and which job's completion a payment was promised against lives in the notebook and in memory. Untracked due dates slip for months; the longer the collections conversation is delayed, the more both money and customers are lost.
Copper prices move, the price list can't keep up
Cable prices change several times a week along with copper; price increase lists from manufacturers circulate as PDFs on phones. It gets confusing which customer got which discount, and a promise made at an old price turns into a loss.
Fast-moving items quietly run out
You only find out that constantly moving items like breakers, terminal blocks and junction boxes have run out when a tradesman at the counter says “you don't have any?”. Nobody knows what's running low among thousands of SKUs without walking the shelves; a “it'll come tomorrow” answer gets the customer used to a competitor.
Project quotes go untracked, big jobs go to competitors
A contractor asks about the price of switchboards and wiring and says “we’ll consider it”; nobody writes down who asked or what was quoted. No one follows up, and the order at factory or site scale goes to the rival wholesaler who tracks quotes properly.
What does ÖzgürKod do for electrical supplies wholesalers?
Scenarios that put the whole wholesale sales cycle on record, from site survey lists to payment collection, from brand-and-series lookups to campaigns.
From site survey list to repeat sales: the wholesale sales flow
- Turn a site survey list into a PDF quote with products from your catalog, and see pending quotes in the Preparing → Sent → Approved/Revised flow
- Keep products in the catalog with brand, series and category, so when someone asks “do you have this series?” you can check from the panel without going down to the warehouse and reply fast
- Define customer-specific price lists for electricians, contracting firms and retail; discounts live in the system, not in your head
- Track current account balances, partial payments and due dates in payment tracking; let AI detect transfer receipts that arrive on WhatsApp
- Set critical stock alerts for fast-moving items like fuses, terminal blocks and cable; plan replenishment with supplier records and delivery note entry
- Send price updates and new series announcements with a Meta-approved template only to the relevant segment; duplicate protection prevents repeats
A photo of a site survey list sent on WhatsApp or a project request from a web form is linked to the customer record with its source tag.
Check brand and series in the catalog; the right list price for the customer’s group comes back in seconds with a quick reply template.
The site survey list becomes a line-by-line PDF quote; it is tracked in the status flow, and a brand alternative or revision is updated from the same record.
The approved quote becomes an order; operational status moves from preparation to delivery, and payment status (upfront/deferred) is tracked separately.
Delivery to the site or shop is planned with a task card; the loading list is checked off as a checklist, and the delivery note entry is deducted from stock.
Current account balances and due dates sit in payment tracking; when a receipt arrives on WhatsApp, AI detects it, and the payment collection report lists overdue accounts.
Price and new series announcements go to electrician and contractor segments through campaigns; the loyalty report shows customers whose purchases are falling.
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, order, 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 Wholesale electrical supplies?
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 Wholesale electrical supplies 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.
Wholesale electrical supplies program, software or CRM?
Most business owners search for the solution they need as “Wholesale electrical supplies program,” “Wholesale electrical supplies software,” “Wholesale electrical supplies inventory and sales tracking software” or “Wholesale electrical supplies 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 Wholesale electrical supplies 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 Wholesale electrical supplies
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
An unanswered price question is the first step toward an order going 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 a CRM good for an electrical supplies wholesaler?
An electrical wholesaler’s day goes to pricing site survey lists, answering brand-and-series questions and chasing due dates; when none of the three is on record, sales slip away. With a CRM, site survey lists become PDF quotes tracked stage by stage; thousands of reference brands and series sit in the catalog, and stock is visible from the panel; electrician and contractor accounts are kept in payment tracking, and discount groups in price lists. The counter runs on records, not memory; the answer to “what did we promise whom?” is in the system.
How does preparing a quote from a site survey list work?
You match the site survey list the electrician sends with products in the catalog and turn it into a PDF quote; cable lengths, breaker counts and switch series stay line by line in the quote, and the total is calculated automatically. The quote can be in TL, USD or EUR; it is tracked through the Preparing → Sent → Approved/Rejected/Revised flow. If the contractor wants a brand alternative, the revision is updated from the same record, and the old version is not lost. The approved quote becomes an order; you see on a single screen which quotes have gone unanswered and for how many days.
How do I reply quickly to stock lookups by brand and series?
In the product catalog, every reference is recorded with its brand, series and category; because sales and shipments are processed as stock movements, current quantities are visible from the panel — no need to go down to the warehouse to answer “do you have 40 boxes of series X?”. You set critical stock alerts on fast-moving items; references that fall below the level are highlighted on the panel. Supplier records hold which product you bought from whom and on what terms; delivery note entry keeps stock in and out in order.
Does the system send automatic reminders for current accounts and due dates?
No, let's be honest about this. ÖzgürKod does not send timed messages to customers on its own. What it does is make follow-up visible: open balances, partial payments and due dates are recorded in payment tracking; the payment collection report shows accounts that are due and overdue in one list, and AI detects wire transfer receipts that arrive on WhatsApp and suggests them for recording. For a customer whose payment is due, you send a polite reminder with a ready-made template in one click — the text is ready, the decision is yours. It does not collect payments online either; the money comes in through your own channel.
Does it integrate with accounting software, ERP or e-Invoice (e-Fatura)?
No. ÖzgürKod does not connect to accounting/ERP software such as Logo, Netsis or Mikro; it does not issue e-Invoice (e-Fatura) or e-Waybill, and it does not replace your barcode-POS systems. ÖzgürKod is the order, customer, communication and due-date tracking layer: survey quotes, order status, account due dates, stock alerts and campaigns are managed here; official invoices and accounting records stay in your existing software. The two systems work side by side — one keeps the financial ledger, the other keeps the customer flow.
How does it work with multiple salespeople and field reps?
Incoming messages can be distributed to the next team member by round-robin; in “team members see only their own customers” mode, each field rep sees only the customers in their own region, and you set access to price lists and account information through role-based permissions. Multiple WhatsApp numbers connect to the same panel via QR code; branch and warehouse lines are separated by source label. The sales rep performance report shows who converted how many quotes into orders; the commission & bonus module supports bonus calculation from the same data.
Wholesale electrical supplies software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Wholesale electrical supplies software", "Wholesale electrical supplies software", "Wholesale electrical supplies 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.
Solutions for similar businesses
Record survey quotes and the account ledger
7-day free trial, no credit card required. Connect WhatsApp on day one; set up your catalog and send your first survey list as a PDF quote.