A sales cycle that lasts months on one timeline under control
Machine and metal manufacturing companies software, program and CRM on one platform: Machine and metal manufacturing companies inventory and sales tracking software, customer management software and sales automation with WhatsApp.
From the first meeting to the technical quote, from revisions to commissioning and spare parts sales — every step of a machine sale sits on the customer record in chronological order. You do not hunt for a condition agreed six months ago; you see in the pipeline which project is waiting on which revision.
Which CRM software should be used for Machine and metal manufacturing companies? ÖzgürKod is a CRM for Machine and metal manufacturing companies businesses: WhatsApp and Instagram messages collect in one inbox, customer records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
Familiar challenges for machine manufacturers
Months of negotiation, a quote revised three times and a service call years after the sale — you cannot run this from memory.
The quote lost in revisions
The technical quote was revised three times; capacity, price and delivery terms changed each time. The customer is talking about the old version, the sales rep is looking for the final one.
The forgotten long cycle
The customer said “we will release the budget in the new year”; the note stayed in someone's planner. When January came, the competitor called first, and six months of conversations won the deal for someone else.
Service revenue slipping away
The maintenance schedule and spare parts needs of the machines you sold are not tracked; the customer only calls when something breaks, and planned maintenance and parts revenue stay on the table.
What does ÖzgürKod do for machine and metal manufacturing?
From first contact to commissioning, and on to a service relationship that lasts for years.
Four stages of a machine sale, one flow
- Track project-based sales opportunities stage by stage in the pipeline; in a cycle that runs for months, keep it clear at all times which project is waiting on what
- Store technical quotes with version history; capacity, price and term changes stay on record with revision notes
- Bring all correspondence between engineers, sales reps and the customer (email, WhatsApp, call notes) together on the project record
- Record your installed machine base per customer; when a machine's maintenance period comes up, an automatic service reminder is created
- Manage spare parts requests in a separate flow; track which part was sold to which customer by serial number
Inquiries from web forms, trade shows and referrals become project records; needs analysis and technical discovery notes are logged on the record.
Quotes are sent with versions; the reason for each revision and the changed terms stay on record, and the latest valid version is always clear.
The approved project is tracked with its production and shipping dates; assembly and commissioning tasks are assigned to the team, and the customer is kept informed at every stage.
Every installed machine is tracked by its maintenance period; service calls and parts requests are logged on the same record, and after-sales revenue flows steadily.
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, order, 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 Machine and metal manufacturing companies?
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 Machine and metal manufacturing companies 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.
Machine and metal manufacturing companies program, software or CRM?
Most business owners search for the solution they need as “Machine and metal manufacturing companies program,” “Machine and metal manufacturing companies software,” “Machine and metal manufacturing companies inventory and sales tracking software” or “Machine and metal manufacturing companies 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 Machine and metal manufacturing companies 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 Machine and metal manufacturing companies
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
An unanswered price question is the first step toward an order going 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 ÖzgürKod cover as a machine manufacturing CRM?
ÖzgürKod manages the sales and customer relationship side: project-based opportunity tracking, technical quote revisions, customer correspondence, service calls and spare parts requests. It does not replace your CAD or production planning software; it organizes the commercial process end to end.
How does it track a sales cycle that lasts for months?
Every project sits in the pipeline with its stage; meeting notes, postponed decisions and “call on this date” reminders are attached to the record. The system raises a warning for projects with no contact for a long time; a postponed opportunity lands in a list, not in the corner of someone's planner.
How are quote revisions managed?
Every quote is stored with a version number; changes to capacity, price and delivery terms are recorded with a revision note. Which version the customer agreed to stays on record; when terms come up months later, you check the record.
Is there after-sales service and spare parts tracking?
Yes. Every machine you sell is recorded on the customer record with its serial number and maintenance period; when maintenance is due, an automatic reminder is created. Service calls and spare parts requests are managed on the same record, and after-sales revenue becomes planned.
Can I work with export customers?
Yes. Quote requests from abroad go into the same pool too; you reply with English templates and prepare quotes in foreign currency. For customers in other time zones, you can set up an automatic out-of-hours welcome message.
Machine and metal manufacturing companies software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Machine and metal manufacturing companies software", "Machine and metal manufacturing companies software", "Machine and metal manufacturing companies 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.
Solutions for similar businesses
Take control of your long sales cycle
7-day free trial, no credit card required. On day one, move your open projects into the pipeline and make it clear which quote is waiting on which revision.