Hardware & building supply CRM: the contractor sending a photo, the builder waiting for a quote all in one panel

A hardware store has three critical assets: the trust it builds with tradespeople, the right price, and the stock on the shelf. CRM records all three. Communication with tradespeople and contractors, discount groups and purchase history live on the customer record; photo questions like “do you have this?” queue up in the inbox; project quotes are prepared as PDF files and tracked stage by stage; open-account balances and due dates appear in payment collection. The counter runs on records, not memory.

With the price lists feature, you define separate lists for tradespeople, contractors and retail; each customer record is linked to its own group. Whoever is at the counter, the customer's price is found in the system in seconds — no more apprentice giving a retail customer tradesperson prices, or the same tradesperson being quoted two different prices. A price update is made once in the list and applies correctly to everyone. You can also tag and segment B2B customers and send campaigns only to the relevant group.

You turn the materials list from the contractor into a PDF quote with products from your catalog; quotes can be in TRY, USD or EUR. The quote flow is tracked through the stages Preparing → Sent → Approved/Rejected/Revised; you can see at a glance which quote has been awaiting a reply for how many days, and if a revision is requested, the same record is updated. An approved quote turns into an order; shipping is planned with a task card, and the delivery note record deducts from stock. That big order that said “we’ll evaluate it” and then went quiet stays on your follow-up list.

Open account balances, partial payments and due dates are recorded in payment tracking; the payment collection report shows due and overdue balances in a single list, and AI detects the bank transfer receipt that comes in on WhatsApp and suggests it as a record. Let’s be honest about automatic reminders: the system does not send timed messages to customers on its own. For a due balance, you send a polite reminder with one click using a ready-made template — the text is ready, the decision to send is yours.

No; let’s state that clearly. ÖzgürKod doesn’t connect to your barcode scanner, POS, scale or cash register system — it is the order, customer and communication layer. It has its own product catalog and stock tracking: you define thousands of items with their categories, sales and shipments are processed as stock movements, and you set a critical stock alert for fast-moving items; delivery notes and supplier records live here too. The goal is not to replace your register, but to make the tradesman relationship, the quote and the open account visible.

Incoming messages can be distributed to the next team member in line with round-robin; in “each team member sees their own customers” mode, every sales rep only works with their own portfolio, and with role-based permissions you decide who sees which price lists and reports. Using the QR method, multiple WhatsApp numbers connect to the same panel; the branch or warehouse line is separated by a source tag. The sales rep performance report shows who turned how many conversations into quotes and how many quotes into orders.

In practice they describe the same need. Businesses usually search for "Hardware & building supply software", "Hardware & building supply software", "Hardware & building supply inventory and sales 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.