Charging station company CRM: from installation request to site surveys, maintenance and your dealer network in one place
Charging station software, program and CRM on one platform: Charging station job tracking software, customer management software and sales automation with WhatsApp.
Installation requests from mall, hotel and residential complex managers pile up in WhatsApp, site survey appointments are booked without a calendar, and maintenance and fault jobs get scattered across group chats. ÖzgürKod puts investor and business requests into the pipeline, schedules site survey appointments with an online page, manages installation and maintenance work with task cards, and brings dealer network communication into a single inbox.
Which CRM software should be used for Charging station? ÖzgürKod is a CRM for Charging station businesses: Track site and investor requests in the pipeline, book site survey appointments, manage maintenance and fault tasks and your dealer network. Setup takes minutes; try it free for 7 days.
Problems charging station companies know well
Investor requests waiting in WhatsApp, site survey appointments booked without a calendar, and fault reports lost in group chats.
Investor requests go untracked
Installation requests from malls, hotels, residential complexes and fuel stations are spread across WhatsApp, Instagram and web forms. Who asked for a site survey, who received a quote, who is at the decision stage — there is never a clear picture of this long, multi-step sales process, and warm investors cool off from being left untracked.
Site survey appointments get tangled
There is no quote without seeing the location; but when site survey appointments are arranged verbally over the phone, they clash. The technical team goes on the wrong day or the investor waits; every delayed site survey holds the project back right at the start.
Maintenance and fault reports go unowned
Reports from installed stations like “the socket isn’t working, the screen is frozen” get written into WhatsApp groups. When they get lost in the flow, it stays unclear which fault was fixed; an unresolved fault costs reputation with both the business and the end user.
Preparing project quotes is slow
Quotes for device type (AC/DC), power, wiring and installation items are prepared by hand in Word, and approvals circulate by email. When a multi-item quote goes out late, the investor moves ahead with another company; and nobody follows up on what happened to the quote.
Dealer network communication is scattered
Product, price and technical questions from dealers land in different channels; dealership applications get lost along the way. There is no way to track what was promised to which dealer or which application went unanswered, so the network grows slowly.
Follow-up breaks down in a long decision process
Deciding on a charging investment takes weeks, sometimes months; when contact with the customer lapses in between, the project is forgotten. When nobody remembers which investor to follow up with and when, mature opportunities quietly go to a competitor.
What does ÖzgürKod do for charging station companies?
On top of general CRM tools, workflows that fit your station installation and maintenance operations.
The 7 steps of the investor journey
- Bring mall, hotel and residential complex requests into the pipeline with a source tag: First Contact → Site Survey → Quote → Installation → Commissioning; opportunities that fall behind stay visible in their own view
- Take site survey and installation appointments with an online booking page; Google Calendar sync shows your technical team’s schedule without clashes
- Prepare the project quote as a PDF template by device type and power; track it in TL, USD, EUR or GBP with a Sent → Approved → Revised flow
- Turn installation and maintenance-repair work into task cards: location, technician, checklist and due date stay clear; incomplete steps stay visible with notifications
- Collect dealer requests and dealer applications in one inbox; with round-robin assignment and quick reply templates, no application goes unanswered
- Let AI classify incoming messages; outages and urgent notifications stand out, while long-pending investors and maintenance payments show up in the payment collection report
Installation requests from Meta & Google Ads, web forms or WhatsApp become customer records with their source and campaign tag.
Location type, vehicle traffic and required power are asked with quick reply templates; AI highlights hot and large opportunities.
A survey is scheduled with the investor through the online appointment page; the appointment syncs with Google Calendar and the location note is added to the card.
A quote is sent as a PDF based on device type and power; its status is tracked in the Sent→Approved→Revised flow.
After approval, installation is assigned to the technician with a task card; the checklist is completed and the handover note and files are added to the card.
The station is commissioned; outage and maintenance reports become task cards, and contracted maintenance is tracked in the plan.
Periodic maintenance and additional station opportunities are presented as quotes in the sales pipeline; satisfied businesses are reached with campaigns.
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 Charging station?
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 Charging station 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.
Charging station program, software or CRM?
Most business owners search for the solution they need as “Charging station program,” “Charging station software,” “Charging station job tracking software” or “Charging station 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 Charging station 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 Charging station
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 a charging station company?
The charging station CRM takes installation requests from shopping malls, hotels, residential complexes and investors into the sales pipeline along with their source, and plans survey and installation appointments with an online page. It sends project quotes as PDF files and tracks them in a status flow, and distributes installation and maintenance-repair work to technicians with task cards. Dealer network communication is collected in a single inbox. So a long, multi-step sales process becomes visible, outage reports are never left unassigned, and matured investor opportunities are never forgotten.
Is ÖzgürKod software that manages charging stations?
No. This is an important distinction: ÖzgürKod is not a charging network or station management software (OCPP); it does not connect to charging devices, does not collect live charging session, energy consumption or socket status data, and does not collect charging fees from end users. ÖzgürKod is a CRM where companies like yours that install and sell charging stations manage their customer, sales, appointment, installation and dealer processes. In other words, the technical operation of the stations stays in your own charging management system, while ÖzgürKod manages your commercial relationship with your investor and business customers.
How do I manage survey and installation appointments?
Through your online appointment page, businesses and investors pick a suitable time for the survey; appointments sync with Google Calendar, so the technical team's schedule shows in one place without conflicts. On installation day, you turn the job into a task card: location, technician, installation checklist and due date are clear. Incomplete steps stay visible with notifications, reducing the risk of the technical team going on the wrong day and the investor waiting.
How do I track outage and maintenance reports in the system?
Reports from installed stations such as “the socket is not working, the screen is frozen” are highlighted with AI classification and turned directly into task cards: location, assigned technician, checklist and due date are clear. Tasks are tracked on a board, and resolved and pending outages are separated; incomplete work stays visible with notifications. Contracted periodic maintenance is also planned as tasks, and the maintenance performed for the customer is attached to the record. So it is never unclear which outage was resolved.
Can I run project quotes and dealer communication from the system?
Yes. You define your devices and services in the catalog and prepare the project quote based on device type and power with a PDF template; TL, USD, EUR and GBP are supported, and the quote is tracked in the Sent→Approved→Revised flow. Product, pricing and technical questions from dealers, along with dealership applications, are collected in a single inbox; messages are assigned to sales reps with round-robin, and quick reply templates make sure no application goes unanswered. The Ad ROI Center shows which campaign brought how many investors.
How are customer data and team member access protected?
Data is stored in line with KVKK (Turkey's personal data protection law) requirements. With role-based permissions, each team member can access only the customers, appointments and maintenance tasks they are authorized for, and every access is logged. The “team members see only their own customers” permission isolates your sales portfolio between reps, so a departing team member cannot take the investor list with them. On bulk announcements, targeting rules and duplicate prevention help you avoid sending repeated messages to the same business.
Charging station software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Charging station software", "Charging station software", "Charging station 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 the whole process, from installation request to maintenance, into the panel
7-day free trial, no credit card required. On day one, collect your discovery requests in a single panel; by the end of the week, see how many investor opportunities have built up in your pipeline.