Heavy equipment CRM: from rental to service your whole operation on one dashboard

Revenue in this business is protected by fast answers to availability questions, not missing contract end dates, and keeping track of contractor accounts receivable. The CRM collects rental and sales requests from WhatsApp, your website and Meta Lead Forms in one panel and runs the two in separate pipelines. You set up the machine catalog with prices, track the rental process and contract end dates with tasks, and keep service history and contractor payment terms in one place. Which machine is available, which return is coming up, which account is overdue — it's all on one screen.

You run the rental process in one pipeline: Request, Quote, Contract, Delivery and Return stages. On each contract you define the rental period, the fee and the return date; you see from the pipeline which machine is on site on which date and answer a new request more precisely. As the return date approaches, a due-date notification from the task plan reminds you. The system is not a live calendar availability screen; but because the process and period ends are on record, you prevent machines from sitting idle or coming back late.

No. The system does not send scheduled messages to customers on its own — that is an honest limit. Here is how it works: you define the return date in the contract as a task; as the return day approaches, your team gets a due-date notification, so you don't miss taking the machine back or extending the period, and you call the customer yourself. If you want to send a bulk notice to contractors, you send a Meta-approved template with the campaign module. You decide when and to whom the reminder goes; the system makes sure contract end dates aren't forgotten.

Yes. You turn every breakdown and maintenance request into a task card, record which machine it was for, what was replaced and the service note on the customer card and machine history; photos are added to the card too. When a new breakdown request comes in for the same machine, its history opens in one place and recurring problems become visible. You also track spare parts stock in the product catalog with a critical stock level, so you know whether a part is on hand before it ships. ÖzgürKod is not fleet telemetry or a vehicle tracking system; it organizes the service record and the process.

The same contractor can rent more than one machine; you define each rental fee and installment payment as an installment and track it as accounts receivable on the customer card. AI detects the payment receipt the contractor sends via WhatsApp and the payment is recorded on the card; overdue amounts stand out in the panel. For foreign-currency work you get reports in TRY, USD, EUR and GBP. ÖzgürKod does not collect online payments and is not accounting software; the payment proceeds through the bank as you know it, and the system makes clear how much is to be collected from whom and when.

Yes. With role-based permissions, sales, rental, service and management run at different permission levels; a sales rep only sees their own customers, and pricing and accounts receivable data stay with authorized users. Data access is logged in compliance with KVKK (Turkey's personal data protection law); who viewed which card and when is on record. Contracts, payment receipts, service records and machine history are stored on the cards; duplicate prevention and rate limiting are active in bulk campaigns. You handle data deletion requests from the panel.

In practice they describe the same need. Businesses usually search for "Heavy equipment software", "Heavy equipment software", "Heavy equipment 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.