Industrial kitchen CRM: from site survey to opening day project sales in one panel

This business runs on two separate flows: project sales that take months, and service relationships that last for years. A CRM keeps both in one panel. On the project side, site surveys, layout approvals, multi-line quotes, installation and payment collection are tracked stage by stage; layouts and revisions stay on the project card. On the service side, calls are assigned to technicians, the devices sold appear on the customer card, and spare part sales are logged. The rush of opening day turns into a plan, and a forgotten service call turns into recurring revenue.

Your devices and equipment sit in the product catalog with their prices; when you prepare a quote you pick the lines from the catalog and the total is calculated for you. The quote goes to the customer as a PDF and is tracked in the pipeline with the steps sent, under discussion, revised, approved. When a revision is requested, the new version stays on the same card, so there is no debate about which figures are valid. For project work, you add a Gantt timeline to the quote and share the supply and installation schedule with the customer against opening day.

You use a task board for each project: supply check, shipping, installation, commissioning and training steps line up as cards; you assign the team, set the due date, and close to-dos with a checklist. On the chain leading to opening day, the panel shows which link is delayed, so problems are caught at a glance instead of through a stream of phone calls. Photos of the completed installation are added to the card, so delivery and training stay on record.

Service requests are separated in the inbox with tags and distributed to technicians by a round-robin rule; each call’s status is tracked on its card. From the order history on the customer card you see which device was sold to which business; when a fault is reported, the device and its history open in one click. Spare parts sit in the catalog with stock and a critical level; the service fee and the parts charge are recorded as payments in payment tracking. The cross-sell report shows which customer could be offered what.

No. ÖzgürKod does not send scheduled or automated messages; the timing and tone of the maintenance offer are up to you. What you can do is filter businesses whose maintenance cycle is approaching from reports and order history, then send them a campaign with a Meta-approved WhatsApp template; duplicate protection prevents double messaging to the same business. Every send is a deliberate step you start, not a decision the system makes on its own.

No. ÖzgürKod is a customer–sales–order layer; it does not do stainless steel fabrication scheduling, cost accounting or CAD drawing, and it does not replace production planning. Its scope is the customer-facing side of project inquiries, site surveys, quotes, orders, installation tasks, service calls and payment collection. You attach your layout drawings to the card as files, but you create the drawings with your own tools; ÖzgürKod organizes the commercial flow of the project.

In practice they describe the same need. Businesses usually search for "Industrial kitchen software", "Industrial kitchen software", "Industrial kitchen 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.