For employee and student shuttle companies

Employee & student transportation CRM: from route request to contract renewal in one panel

Employee & student shuttle software, program and CRM on one platform: Employee & student shuttle job tracking software, customer management software and sales automation with WhatsApp.

Company shuttle requests are buried in email, parent questions on three different reps' phones, and the driver-vehicle plan in a spreadsheet. ÖzgürKod moves route requests into the sales pipeline, sends the shuttle quote as a link and gets a signed approval, and plans driver and vehicle tasks with cards; it makes it easier to notify parents and companies with approved templates and lets you plan renewal meetings in advance with a follow-up date.

One panelWhatsApp · Instagram · Web
Approved templateParent and company notification campaign
Task cardDriver-vehicle plan, checklist
Quick answer

Which CRM software should be used for Employee & student shuttle? ÖzgürKod is a CRM for Employee & student shuttle businesses: Route requests in the sales pipeline, driver-vehicle plans on task cards, parent and company notifications with approved templates, renewal meetings with a follow-up date. Setup takes minutes; try it free for 7 days.

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Sound familiar?

Problems shuttle companies know well

Parent questions tying up the phone, company quotes waiting in email, and contract renewals piling up at the start of the term.

Parent and employee questions tie up the phone

Questions like “What time does the shuttle pass?” and “Did the vehicle change today?” pile up in the morning hours. Calls scatter across three reps’ phones, and no one can tell who called back whom; because of the volume, company meetings keep getting postponed.

Company shuttle requests go untracked

Shuttle requests from factories and schools sit in emails and on WhatsApp. Which company was quoted, which is deciding, which quietly went to a competitor — the sales pipeline can never be captured.

Route and vehicle plans get mixed up in spreadsheets

Which vehicle will run which route with which driver; which stop will the new passenger be added to? While the Excel sheet passes from hand to hand, the latest version gets lost, and a missed change turns into a passenger waiting at the door in the morning.

Contract renewal season overlaps

Annual contracts usually end in the same period; which company's due date is approaching stays in accounting's ledger. When the meeting is late, the school or factory opens up to a competitor's quote, and an entire route is lost in an instant.

Parent and company notifications are scattered

Route changes, holiday announcements or schedule updates are sent one message at a time. There's no way to track who was reached and who wasn't; announcements that go to the same parent twice and to someone else never erode trust.

Shuttle quotes and payment collection are complicated

Prices are calculated by hand in Word based on the number of routes and passengers; monthly subscriptions and company invoices live in different files. Who is late paying, who underpaid — every month a list is made by digging through the ledger.

For Employee & student transportation

What does ÖzgürKod do for employee and student transportation?

Flows that fit your service operation, on top of general CRM tools.

The 7 steps of the corporate customer journey

  • Track route requests from factories and schools through sales stages you define (e.g. First contact → Shuttle quote → Site survey → Contract); records past their follow-up date stay in a separate list
  • Prepare an itemized shuttle quote based on the number of routes and passengers, and send it as a link; the company approves with a signature or declines with a reason
  • Turn driver and vehicle plans into task cards: route, vehicle, driver and stop list become a checklist; assign the task to the owner and get a notification as the due date approaches
  • Notify parents and companies with Meta-approved WhatsApp templates: send route changes, term start or holiday announcements only to the relevant people using tags or a custom group filter, with duplicate blocking
  • Set the next follow-up date on the customer card before the annual contract ends; schools and factories whose date arrives drop into the follow-up list, so renewal meetings aren't missed
  • Record the monthly service fee as a payment plan on the deal; overdue installments get flagged, the open balance shows on the customer card, and net monthly collections show in Payment Reports
Service sales & route plan — ÖzgürKod CRM
1
Lead comes in

Requests from schools and factories that arrive via web chat, Meta lead ads or WhatsApp land on the customer card together with their ad source.

2
Needs analysis

Route count, passenger numbers and shift/class hours are asked with quick reply templates; AI analysis surfaces conversations with high urgency and strong buying intent.

3
Service quote

A line-item quote based on route count and passenger numbers is sent as a link; its status is tracked through Sent → Approved / Rejected / Revised.

4
Survey & planning

The route survey is assigned to your team as a task card; the stop list, vehicle and driver assignment are recorded on the card.

5
Contract & onboarding

The approved quote becomes the deal and the monthly fee is recorded as a payment plan; the start-of-term notice goes to parents and the company with an approved template.

6
Support throughout the term

Questions from parents and staff are answered through a chatbot + sales rep flow; route changes go to the responsible person as a task card and to the relevant parents with an approved template.

7
Contract renewal

When the follow-up date you set before the end date arrives, the record appears in the list; satisfied companies get the new-term quote on time.

WhatsApp and Instagram

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.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

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.

No separate tools to set up

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.

Try free for 7 days

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.

Channels and connections

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 →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Employee & student shuttle?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Employee & student shuttle choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. 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.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. 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.
  5. 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.

Employee & student shuttle program, software or CRM?

Most business owners search for the solution they need as “Employee & student shuttle program,” “Employee & student shuttle software,” “Employee & student shuttle job tracking software” or “Employee & student shuttle 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 Employee & student shuttle 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.

Employee & student shuttle softwareEmployee & student shuttle softwarecustomer management softwarejob tracking softwareEmployee & student shuttle otomasyonu
Comparison

Method comparison for Employee & student shuttle

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
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
Employee & student shuttle for

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.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What does a CRM do for staff and student transportation?

It brings route requests from factories and schools into your sales process together with their source, lets you send service quotes as links and record the signed approval. It keeps driver and vehicle plans in task cards and makes it easier to inform parents and companies with approved WhatsApp templates. Monthly payments are tracked with payment plans and renewal conversations with follow-up dates, so phone volume drops and your corporate sales process becomes visible.

Can we track vehicle locations live?

No. ÖzgürKod is not vehicle tracking or GPS software; it does not show the real-time location of service vehicles on a map or stream live location to parents. It plans driver-vehicle tasks, routes and stop lists, and lets you send updates to parents and companies with approved templates. The gain is this: who is running which route and which change was announced to whom all stays on record in one panel, and phone traffic drops.

How do I inform parents and companies in bulk?

You send route changes, term start notices or holiday announcements from your WhatsApp Cloud API line with Meta-approved templates; if you have tagged customers by route, you reach only the parents on that route using a tag or custom group filter. Duplicate protection prevents the same template from going to the same person again within a short time; delivered and read status is visible in the campaign screen. Individual “what time does the shuttle pass?” questions are handled by the chatbot with a first response, and it hands the conversation over to your team when needed.

How do I manage the driver and vehicle task plan?

You turn each route into a task card: vehicle, driver, stop list and times are all set out as a checklist. Tasks are tracked in board, list and calendar views; they are assigned to the responsible person, and tasks nearing their due date appear as notifications on the panel. If your drivers are panel users, they see their own tasks on their phone; by default, staff members see only the customers assigned to them. This reduces the risk of a missed change and of a passenger waiting at the door in the morning.

Can I track monthly subscriptions and company payments in the system?

Yes. You record the monthly service fee as a payment plan on the deal; each payment is recorded separately, overdue installments are flagged, and each customer's open balance shows on their card. You see net monthly collections in Payment Reports. If you have connected your iyzico or PayTR account, you can send a payment link from the deal; when it is paid, the payment is written to the record automatically. If you have not connected one, payments are collected through your own channel and the record is kept in the panel. No automatic payment reminder is sent to the customer; you send the reminder with a quick reply template.

Are parent and student data safe under KVKK?

With role-based permissions, team members see only the customers and conversations assigned to them by default; permission to view all records is granted separately. Exporting the customer list is available only to the business owner and requires SMS verification; customer card views and exports are written to the access log. In bulk notifications, targeting filters and duplicate blocking help you prevent unwanted repeat messages to the same person.

Employee & student shuttle software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Employee & student shuttle software", "Employee & student shuttle software", "Employee & student shuttle 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.

Give the phone a rest, don't miss the renewal season

7-day free trial, no credit card required. On day one, gather parent questions in one panel; by the end of the week, see how many route opportunities have built up in your company's sales pipeline.