Elevator maintenance & installation CRM: monthly maintenance on the board, breakdown reports answered within minutes
Elevator maintenance software, program and CRM on one platform: Elevator maintenance job tracking software, customer management software and sales automation with WhatsApp.
You plan the monthly periodic maintenance of every contracted building on the task board; building managers' WhatsApp messages, breakdown reports and upgrade quotes all come together in one inbox. Outside business hours, the chatbot handles breakdown reports, and maintenance reports are archived on the customer card.
Which CRM software should be used for Elevator maintenance? ÖzgürKod is a CRM for Elevator maintenance businesses: Monthly maintenance for contracted buildings on the task board, a 24/7 first response to breakdown reports, upgrade quotes and reports in one panel. Setup takes minutes; try it free for 7 days.
Problems elevator companies face every month
Dozens of contracted buildings, breakdown calls at night and maintenance reports hunted for in folders; you can't manage that with a planner and memory.
Skipped monthly maintenance
Forty contracted buildings; which one had its maintenance this month and which one is left — the answer is in a planner and in the technicians' memory. A single skipped maintenance is both a contract breach and a safety risk; by the time it's noticed, the manager is already talking to another company.
Breakdown calls at midnight
The calm manager stuck in the elevator car, the angry executive, the phone that will not stop ringing. The one call missed at night gets retold the next day as “we couldn’t reach anyone”; there is no record of who was on duty or who intervened when.
Repair quotes that go untracked
After a periodic inspection comes a defect list and a repair quote; then silence. While the owners' association waits to vote, the quote is forgotten — and months later the building gives the job to the competitor who kept in touch.
Maintenance reports lost in folders
Signed maintenance forms sit in the van's glovebox, in the office folder, in the technician's bag. When the manager asks for the last three months of reports, half a day goes into digging through the archive — and every report you can't find costs trust.
Technician scheduling by phone
Which technician is in which building in the morning, who takes the breakdown call — the plan is built through phone traffic, just getting through the day. Every urgent call that comes in quietly breaks that day's maintenance schedule, and the skipped building is only noticed at month end.
Monthly maintenance payments left hanging
Maintenance gets done, but it is not clear who paid, or which building management has been late for three months. The receivables list in the corner of the ledger keeps growing, and the reminder call always waits for "a better time."
What does ÖzgürKod do for elevator companies?
Workflows built on top of general CRM tools and matched to your periodic maintenance operation.
From contract to renewal: the maintenance journey
- Plan the monthly maintenance tasks for every building under contract on the board: each card holds the building, the elevator details and a maintenance checklist, and overdue maintenance stands out in its own view
- Let a 24/7 chatbot take breakdown reports: it asks for the building and floor, hands the conversation to the on-call technician, and AI flags the urgent message
- Photograph the maintenance form and attach it to the task card; when the manager asks for reports, share past maintenance from the customer card in seconds
- Prepare repair and modernization quotes with a PDF template; with the Sent→Approved/Revision status flow, no quote is forgotten
- Tag building managers; before the periodic inspection period, send a bulk notice from a Meta-approved template with the campaigns module
- Track monthly maintenance fees with due-date tracking; AI detects the receipt the manager sends on WhatsApp and records the payment on the card
The manager's WhatsApp message, web form or call log becomes a customer card with a source tag, and the building and elevator details are recorded on the card.
After the building survey, the maintenance contract quote is prepared with a PDF template and sent via WhatsApp, then tracked with the Sent status.
With the contract approved, the building's monthly maintenance tasks are planned on the board; the technician assignment and maintenance checklist are ready on the card.
The technician follows the checklist on the task card; the maintenance form is photographed and attached to the card, and the job is moved to the completed column.
AI flags an incoming breakdown report as urgent and the chatbot handles it outside business hours; response notes build up on the customer card.
Monthly maintenance fees are tracked by due date; late payments stand out on the dashboard and incoming receipts are recorded on the card.
Periodic inspection defects turn into repair quotes, and when the contract is up for renewal, you start the conversation with a templated notice.
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 Elevator maintenance?
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 Elevator maintenance 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.
Elevator maintenance program, software or CRM?
Most business owners search for the solution they need as “Elevator maintenance program,” “Elevator maintenance software,” “Elevator maintenance job tracking software” or “Elevator maintenance 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 Elevator maintenance 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 Elevator maintenance
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 an elevator maintenance company?
Elevator maintenance runs on regular follow-up: monthly maintenance for buildings under contract, breakdown reports, repair quotes and payment collection all sit in one dashboard. Requests from WhatsApp, the phone and web forms come together on the customer card for each building, and the task board shows which maintenance is done and which is overdue. Maintenance reports are archived as files and shared in seconds when the manager asks. So no maintenance is skipped and no quote goes untracked.
Does the system schedule monthly periodic maintenance automatically?
No. ÖzgürKod does not create tasks on its own, let's be honest about that. The right flow works like this: you plan your maintenance tasks for contracted buildings on the board at the start of each month; each card has the building, technician and checklist. Due-date notifications remind you of upcoming work, and overdue tasks stand out in a separate view. Before maintenance, you send the notice to the building manager with a ready-made template in one click; for bulk notices to many buildings, you use the campaigns module.
How do I handle breakdown reports that come in at night?
A chatbot connected to your WhatsApp line gives the first response 24/7: it asks for the building name, floor and the status of the breakdown, finds out whether anyone is inside the car, and hands the conversation to the on-call technician. AI classifies the message as urgent and highlights it on the panel. Because response notes and times are logged on the customer card, the answer to "who handled it, and when" is always on record; when a manager asks, you have concrete history in hand.
Can I store maintenance reports and forms in the system?
Yes. When a technician finishes maintenance, they photograph the form with their phone and attach it to the task card; reports, contracts and periodic inspection documents collect as files on the customer card. When a manager asks for past reports, you don't dig through an archive: you open the relevant card and share the files instantly over WhatsApp. Which work was done at which building on which date, and by which technician, is all tracked in one place; your company archive moves from people's phones into the system.
How do I track modernization quotes?
You prepare modernization and upgrade quotes line by line with a PDF template and send them over WhatsApp. Each quote is tracked through Prepared→Sent→Approved/Rejected/Revised; buildings awaiting a board decision appear in a separate list on the panel. You send a polite reminder to a manager whose decision is taking time, with a ready-made template in one click. An approved upgrade job moves to the task board, and the installation steps are planned as a checklist.
We work with several technicians. Does everyone see all the data?
No, you set the permissions. With role-based access, a technician sees only the buildings and tasks assigned to them; the "team members see only their own customers" permission can be enabled. Incoming messages are distributed in turn with round-robin, so no notification is left unassigned. Who accessed data and when is logged in line with KVKK (Turkey's personal data protection law); contact details and contracts are visible only to authorized users.
Elevator maintenance software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Elevator maintenance software", "Elevator maintenance software", "Elevator maintenance 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
No maintenance skipped, no breakdown left unassigned
7-day free trial, no credit card required. On day one, move your contracted buildings and maintenance plan onto the panel; by the end of the week, see overdue work at a glance.