Generator & UPS CRM: from project quote to emergency service your whole operation on one dashboard
Generator UPS software, program and CRM on one platform: Generator UPS job tracking software, customer management software and sales automation with WhatsApp.
Project quotes that need a kVA calculation, a portfolio of customers on maintenance contracts, emergency breakdown calls that come in at night, and spare parts inventory that stays in one place. ÖzgürKod gathers incoming requests in one inbox, surfaces emergency breakdowns with AI, tracks customers on maintenance contracts with a task plan; it prepares project quotes with site survey details and warns you when spare parts inventory hits a critical level.
Which CRM software should be used for Generator UPS? ÖzgürKod is a CRM for Generator UPS businesses: Manage KVA site surveys and project quotes, a maintenance-contract portfolio with task planning, emergency breakdowns with AI classification, and spare parts stock in one panel. Setup takes minutes; try it free for 7 days.
The familiar pains of generator and UPS companies
kVA site surveys, a maintenance portfolio and emergency breakdowns; when tracking falls apart, both project quotes are delayed and the emergency customer is left in the cold.
Quote process that needs a kVA survey is slow
The customer asks “how many kVA do we need and what does it cost,” but an accurate quote needs a site survey and a calculation. When the request, the survey and the quote get scattered, the process drags on; a high-budget project is lost to a competitor because the quote was late.
Emergency breakdowns and routine requests in the same queue
A “the generator didn’t kick in, power is out” message waits in the same queue as a “can I get a price?” question. While urgency is sorted by hand, an urgent breakdown at a critical facility is noticed late and the customer suffers major losses.
Portfolio on maintenance contracts goes untracked
Dozens of customers are on maintenance contracts, but there's no orderly place showing who gets scheduled maintenance this period. When planning lives in someone's head, one customer's maintenance gets skipped; a missed contract obligation puts trust and renewal at risk.
Spare parts inventory springs surprises
The technician arrives at the breakdown and the needed battery or board isn't in stock, so a second visit is required. At a critical facility, that delay is a big problem. Because nobody knows exactly how many of which part are left, every breakdown turns into an inventory gamble.
Service history isn't kept per device
When was each generator last serviced, which fault keeps coming back, which part was replaced — no records kept. When you visit the same unit again, the history is unknown, so the problem is diagnosed from scratch, wasting time and eroding trust.
Project progress payments and contract fees get mixed up
Did the project advance payment come in, was the maintenance contract fee collected, was the emergency service charge invoiced — it's all in a notebook. When different revenue items get mixed together, it turns into a pile of unknowns at month end with no clear picture of who owes what.
What does ÖzgürKod do for generator and UPS companies?
Scenarios built specifically for your sales, maintenance and emergency service flow, on top of a general-purpose CRM.
From request to maintenance: the journey of a generator and UPS operation
- Gather incoming requests from WhatsApp, your website and Meta Lead Forms into a single inbox; let AI surface emergency breakdowns and classify project and sales requests.
- Manage a project that needs a kVA survey with a site survey appointment and a line-item PDF quote; track it in the Quote → Contract → Installation → Commissioning pipeline.
- Manage your portfolio of customers on maintenance contracts with a task plan: open a maintenance task each period, notify the assigned technician, and surface any skipped maintenance.
- Surface emergency breakdown requests at the top of the panel with AI emergency classification; assign them to an available technician in the area and track the response with a task card.
- Keep each device's service and maintenance history in task cards and customer card notes; when a breakdown request comes in, open that history from one place.
- Track spare parts inventory — batteries, boards, modules — with a critical stock level; get an alert when it drops below, and reach order details from the supplier card.
A request from WhatsApp, a web form or Meta Lead Forms turns into a customer card tagged with its source; AI classifies it as an emergency, project or sales request.
For a project that needs a kVA calculation, a site survey appointment is scheduled and the survey notes are added to the card; a line-item PDF quote is prepared and tracked in the status flow.
The approved quote is converted into a contract; the project advance payment and progress payment installments are set up for due-date tracking, and the first payment receipt is detected by AI and logged on the card.
Installation is broken into steps in the task plan; each task is assigned to a technician, inspection items are checked off as a checklist, and commissioning is planned with a card.
Post-sale service customers are added to a portfolio with a maintenance contract; a maintenance task opens each period, a notification goes to the assigned technician, and skipped maintenance is flagged.
Incoming emergency breakdowns are surfaced by AI and assigned to an available technician nearby; the response runs through a task card and is logged to the unit history.
Project progress payments, contract fees and service fees are tracked in due-date follow-up; customers whose contract period ends are tagged, and you return to them first for renewal.
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 Generator UPS?
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 Generator UPS 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.
Generator UPS program, software or CRM?
Most business owners search for the solution they need as “Generator UPS program,” “Generator UPS software,” “Generator UPS job tracking software” or “Generator UPS 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 Generator UPS 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 Generator UPS
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 generator and UPS company?
Three processes run together in this business: project sales that require a kVA site survey, a portfolio with maintenance contracts, and emergency breakdown service. The CRM gathers requests from WhatsApp, the web and Meta Lead Forms in one panel; AI surfaces emergency breakdowns and separates projects from sales. You manage project quotes with site surveys, track the maintenance portfolio with a task plan, and keep each unit's service history and spare-parts stock. Which breakdown is urgent, which maintenance was skipped, which project is at which stage, which part is critical — all on one screen.
How do I separate emergency breakdown requests from other messages?
AI classifies incoming messages; a message like “the generator didn’t kick in, power is out” is tagged as an emergency breakdown and surfaced in the panel, so it does not get lost in the same queue as an ordinary price question. You assign the urgent request to an available technician nearby and track the response with a task card. Outside business hours, a 24/7 chatbot collects the unit type and the complaint and hands critical cases to the team. Because every minute matters at a critical facility, the manual sorting of urgency is reduced; the truly urgent customer comes forward.
Does the system automatically remind me about periodic maintenance for customers with maintenance contracts?
No. The system does not create scheduled messages or maintenance on its own — an honest limit. The right flow runs with a task plan: when the period comes for each customer with a maintenance contract, you open a maintenance task and assign it to a technician; the upcoming task is reminded with a due-date notification, and unassigned maintenance is surfaced on the portfolio panel. If you want to send a bulk notice to customers, you send a Meta-approved template through the campaigns module. You decide when and by whom the maintenance is done; the system brings upcoming contracted maintenance in front of you.
Can I track each unit's service history and spare-parts stock?
Yes. You turn each breakdown and maintenance response into a task card and log which unit it was done on, the part replaced and the response note to the customer card and the unit history; photos are added too. When a new request comes for the same unit, its history opens in one place, so a recurring breakdown becomes visible. You track spare parts — batteries, boards, modules — in the product catalog with a critical stock level, get an alert when it falls below, and reach the order information from the supplier card. That way the technician knows whether the part is on hand before setting out, and you avoid the cost of a second visit.
Can I track project progress payments, contract fees and service fees separately?
Yes. You define project advances and progress payments, the maintenance contract fee and the emergency service fee as installments or records and track them on the customer card. AI detects the receipt a customer sends via WhatsApp, and the payment is logged to the card; overdue amounts are surfaced in the panel. For projects in foreign currency, you get TL, USD, EUR and GBP reports. ÖzgürKod does not process online payment collection and is not an accounting program; payment runs through the bank as you know it, and the system keeps different revenue items from mixing and slipping through.
Are customer and unit data safe under KVKK?
Yes. With role-based permissions, sales, the service team and management work at different permission levels; a technician sees only the work assigned to them, and price and payment collection data stay with authorized users. Data access is logged in line with KVKK (Turkey's personal data protection law); who viewed which card and when is on record. Contracts, receipts, service records and unit history are stored on the cards; in bulk campaigns, duplicate prevention and rate control are in place. You handle data deletion requests from the panel.
Generator UPS software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Generator UPS software", "Generator UPS software", "Generator UPS 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
Run the whole operation, from project quote to emergency service, in one panel
7-day free trial, no credit card required. On day one, gather your requests in one inbox and surface emergency breakdowns; by the end of the week, see clearly which maintenance is coming up and which part is critical.