CRM for financial advisory: long decision cycles become a tracked process

It organizes the two slow and sensitive processes of advisory work. On the sales side: the weeks from first contact to contract are tracked stage by stage in the sales pipeline, a client who says “let me think about it” is not forgotten, and pending quotes sit in the overdue items view. On the service side: the notes and video recording of every meeting accumulate on the client card, appointments sync with the calendar, and fee collection is tracked with due dates. All of this is managed with role-based permissions, with KVKK in mind.

Yes. With ÖzgürKod's in-app video meeting feature, you meet your client without installing a separate program; the recording sits on the client card next to the message history. After the meeting, AI conversation analysis produces a summary: what was discussed, the client's intent, and which objection was raised. Months later, you prepare for the second meeting with this summary instead of digging through files. On the appointment side, the online booking page and Google Calendar sync both ways.

Role-based permissions are fundamental: each advisor accesses only the cards, notes and messages of their own clients, and the admin sets the scope. Who viewed which record and when is kept in access logs — this strengthens your position in a KVKK audit. Meeting notes and documents sit in a permission-controlled panel rather than on personal devices; when an advisor leaves, the client history stays with the firm. Data deletion requests are managed through the panel.

You set up the sales pipeline to match your own process: Introduction, Needs Analysis, Quote, Contract, and so on. Each opportunity sits at a stage; those that have not moved for a long time rise to the top in the overdue items view, so it becomes clear who you should call and when. You tag lead temperature manually based on your impression of the meeting; AI, meanwhile, analyzes conversations to provide a summary, intent and a suggested reply. You use quick reply templates for follow-up messages and schedule calls as tasks.

You segment your clients: corporate, individual, or by service type or interest tag. You send the update with a Meta-approved WhatsApp template only to the relevant segment; duplicate send prevention stops double messages to the same person, and if the error rate rises, sending stops automatically. ÖzgürKod does not send scheduled messages on its own; every campaign goes out with your approval. You track who replied to which update from the panel.

No, let's be honest. ÖzgürKod is not portfolio management or investment tracking software, and it does not provide financial advice — that expertise is yours. ÖzgürKod's domain is the client relationship itself: requests gathered in one panel, appointment and meeting scheduling, meeting notes and summaries, quote and contract tracking, and recording the due dates and payments of your advisory fees. Your analysis tools handle the substance of the work; ÖzgürKod handles the continuity of the relationship.

In practice they describe the same need. Businesses usually search for "Financial advisory software", "Financial advisory software", "Financial advisory 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.