Factoring & financing CRM: applications, assessment and document tracking in one dashboard

It brings customer communication, the application process and document collection together on one panel: applications from WhatsApp and the web appear in the pipeline with their stage, each file's document list is tracked with a task checklist, and dealer and supplier correspondence builds up in a unified inbox. To be clear: ÖzgürKod is not a bank, a financial institution or an SPK/BDDK system, is not integrated with these systems, and gives no guarantee of credit or limit approval. It only organizes the side around your operations — communication, application tracking and document management.

For each application you open a task with a document checklist and a due date: documents such as the invoice, check, signature circular and tax certificate are listed one by one. The request message goes out in one click with a quick reply template; as the customer sends documents the checklist is ticked, documents are collected on the card with file attachments, and items waiting for a missing document stand out in the overdue items view. AI detects incoming invoice and receipt images, so you don't have to search which message a document arrived in.

You set up the application process in the pipeline according to your own flow: stages such as Application, Evaluation, Quote and Outcome. You can see at a glance which step each file is at; steps waiting for a response and past their due date are gathered in the overdue items view and stand out at first glance on the admin panel. So you can see who is holding the ball on which file without opening the files one by one, and track pending applications in a single list.

In supplier finance, correspondence with dealers, the main company and suppliers is collected in a unified inbox even when it comes through different channels (WhatsApp, Instagram, web form); each communication is marked with a source tag and sits on the same card as the relevant file. Who said what and when is visible in the history, so communication doesn't scatter as the network grows. Message assignment and role-based permissions keep which rep handles which dealer organized too.

No; let's be clear on both points. ÖzgürKod does not send scheduled messages on its own; when the stage changes, you update the customer in one click with a quick reply template, and if you wish you can send a bulk update to the relevant segment with the campaign module. Also, ÖzgürKod does not grant any limit, credit or finance approval; evaluating the application and the decision remain entirely within your company's business processes. ÖzgürKod is only a tool that makes tracking and communicating that process easier.

Yes. You connect your company line through the official WhatsApp Cloud API; with the QR method you can add more than one number to the same panel. All conversations are logged on the customer record, several sales reps can chat on the same line at the same time, and incoming messages are assigned round-robin. Outside business hours, a chatbot you build with the visual flow builder handles process and eligibility questions and hands over to a sales rep when needed. Instagram, web forms and Meta Lead Forms also land in the same inbox.

In practice they describe the same need. Businesses usually search for "Factoring & financing software", "Factoring & financing software", "Factoring & financing 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.