For mediation offices

Mediation CRM: cases, sessions and party communication in one panel

Mediation software, program and CRM on one platform: Mediation job tracking software, customer management software and sales automation with WhatsApp.

Keep cases, the session calendar and balanced communication with parties from scattering. Schedule sessions with Google Calendar, gather party correspondence in one panel with confidentiality in mind, keep documents as file attachments, and send session reminders with a template in one click. AI-powered case management for mediation offices.

One panelWhatsApp · Web · Email channels
Role-basedAccess permissions & logs
CalendarSession & Google Calendar sync
Quick answer

Which CRM software should be used for Mediation? ÖzgürKod is a CRM for Mediation businesses: Case and session calendar, balanced communication records with parties, document attachments and strong confidentiality in one panel. Setup takes minutes; try it free for 7 days.

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Sound familiar?

The familiar challenges of mediation offices

In this line of work, impartiality, scheduling and confidentiality are essential: one sliding session means a disrupted process, and one scattered record means a trust risk.

The session calendar gets messy

Several sessions in the same case, overlapping times across different cases, phone calls to find a time that works for the parties... Session dates are scattered across calendars; a single session that slides or is forgotten delays the whole dispute process and leaves the parties uneasy.

Keeping communication with parties balanced is hard

You correspond with both parties, sometimes separately with their representatives; who was told what and which information was shared is scattered across personal phones. Without an orderly record showing that the principle of impartiality was observed, both the process and trust suffer.

Confidential case information is scattered

The subject of the dispute, party information, documents and correspondence sit on staff phones and in shared folders. Who has access to what is not documented; a staff member who leaves can take sensitive case information out with them, and the confidentiality and KVKK (Turkey's personal data protection law) burden grows heavier.

Case documents pour into phones

Parties send contracts, payment receipts and minutes as photos over WhatsApp. It is unclear which document belongs to which case and which party, and one lost document means the file is incomplete before the session.

“When is the hearing?” traffic

Parties and their representatives keep calling: which day is the session, where is it, do I need to bring documents, what is the status? The same information is given from scratch over and over, and this traffic makes it hard for the mediator to focus on the process itself.

Case handover and assignment confusion

There is no written record of which mediator or office staff member is handling which case, and handovers of permissions happen verbally. Case history, session notes and party communication stay tied to one person, so whoever takes over has to grasp the process from scratch.

For Mediation offices

What does ÖzgürKod do for mediation offices?

Not generic promises: real scenarios built around the case and session calendar, balanced communication with both parties, and confidentiality requirements.

The case journey from application to settlement minutes

  • Schedule sessions with an online booking page and Google Calendar sync, so there are no conflicts or missed sessions, and settle on a common time that suits the parties
  • Send session reminders to parties and their representatives in one click with a quick-reply template, so "when is the session" traffic drops and everyone confirms the same date
  • Keep correspondence with both parties together on the case card in a unified inbox, so there is a record of who was told what, and a consistent communication history that shows neutrality
  • Attach case documents, such as contracts, minutes and payment receipts, to the task card as file attachments; AI detects incoming images, so it is clear which document belongs to which case
  • Protect cases with role-based permissions: each mediator and staff member sees only their own cases, and all access is logged, which strengthens your position on confidentiality and KVKK (Turkey's personal data protection law)
  • Capture new applications with a source tag (web form, Meta Lead Forms) and prevent duplicates so the same case is not opened twice; track the case process in the pipeline through the stages Application → Session → Settled/Not settled
Case & session tracking — ÖzgürKod CRM
1
Application

A dispute application arrives via WhatsApp, web form or email; it becomes a case card with a source tag, and the chatbot answers process and document questions 24/7.

2
Case opening & assignment

The case card is opened: the dispute type and parties are entered, the responsible mediator is assigned, role-based access is defined, and confidentiality is respected.

3
Inviting the parties

Both parties are contacted, and correspondence is recorded on the case card in a balanced way; the communication history is kept in one panel.

4
Session planning

A common time that suits the parties is set with online booking and Google Calendar sync; the session reminder goes to the parties in one click with a template.

5
Session process

Session notes and collected documents are added to the case card; if more than one session is needed, each one is tracked in the calendar and as a task.

6
Settled / Not settled

The process concludes; the settlement minutes and documents are attached to the case, and the case is closed in the pipeline at the Settled or Not settled stage.

7
Payment collection & archive

The mediation fee is tracked in installments with due-date follow-up, and AI detects the payment receipt sent; the case history is accessible with role-based permissions and stays in the office with full logging.

WhatsApp and Instagram

Not from a personal phone, but from the business line

Don't let Party 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 party information; a member of your team takes over the conversation whenever you want.

Send an announcement or reminder to the party 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.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

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 party 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.

No separate tools to set up

Messages, quote, payment collection and your team — in one account

When a party writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.

Try free for 7 days

Party 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 partys.

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.

Channels and connections

Wherever your Party 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 party 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 →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Mediation?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Mediation choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. WhatsApp and Instagram integration. In Turkey party 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.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. 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.
  5. 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.

Mediation program, software or CRM?

Most business owners search for the solution they need as “Mediation program,” “Mediation software,” “Mediation job tracking software” or “Mediation customer management software.” “CRM” is the international name for this solution, and the need is the same: keep party information in one place, never miss a request, and bring order to your work.

As a Mediation automation, ÖzgürKod gathers party 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.

Mediation softwareMediation softwarecustomer management softwarejob tracking softwareMediation otomasyonu
Comparison

Method comparison for Mediation

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
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
Party 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
Mediation for

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.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What is a CRM good for in a mediation office?

It brings the case process, session calendar and communication with the parties together in one panel: WhatsApp and web correspondence builds up on the case card, sessions are planned with Google Calendar sync, and documents are kept as case attachments. Let us be clear: ÖzgürKod is not a system for preparing official processes or minutes; the legal conduct of the process remains your expertise. ÖzgürKod organizes the side around the case, namely party communication, the session plan, document attachments and confidential access, so the office stops depending on individuals.

Does it integrate with UYAP or official mediation systems?

No. ÖzgürKod does not integrate with UYAP or any other official system, and we prefer to be honest about that. The official application, assignment and record steps take place in the institution's own systems. ÖzgürKod's scope is the office side: you log the date and outcome of the step you completed in the official system on the case card; you manage the session calendar, communication with the parties, document attachments and fee tracking from there. Official records over there, office operations right here — the two layers complement each other.

Are party details and case files kept confidential?

Yes. Confidentiality and impartiality are the backbone of this work, and ÖzgürKod is strong on that side. With role-based permissions, each mediator and staff member can access only the case they are assigned to; the office manager sees all cases. Who accessed which case and which document, and when, is kept in access logs — complete records for your confidentiality obligation and KVKK (Turkey's personal data protection law). Because correspondence with both parties sits side by side, balanced, on the case card, the impartial communication history stays orderly; and when a staff member leaves, the case stays with the office.

How do I send a session reminder — does the system send it automatically?

No. ÖzgürKod does not send scheduled messages on its own, so let's be clear on that. You plan the session date with Google Calendar sync; you send the reminder to the parties and their attorneys with a quick reply template in one click. Duplicate-send protection prevents sending the same party two messages. Which message goes to whom and when, and keeping it impartial in content, stays under your control at every step; ÖzgürKod is simply the channel that delivers the message.

How do I keep all the case documents together?

Documents such as contracts, minutes and payment receipts are attached as file attachments to each case's task card. Documents the parties send via WhatsApp are detected by AI, and you add them to the right case; documents that arrive by e-mail are collected on the same card. It is always clear which document belongs to which case and which party; instead of gathering the case from folders before a session, you have everything ready on one card.

How do I connect the office's WhatsApp line, and is confidentiality preserved?

Yes. You connect your office line through the official WhatsApp Cloud API; you can add multiple numbers to the same panel with the QR method. All correspondence is logged on the case card and stays in the office panel instead of personal phones; with role-based permissions, each staff member sees only their own case, and access is logged. Outside business hours, the chatbot you build with the visual flow builder answers process and session questions and hands off to the right person when needed. Web forms and e-mail also land in the same inbox.

Mediation software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Mediation software", "Mediation software", "Mediation job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: party 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.

Head into your next session with peace of mind

7-day free trial, no credit card required. On day one, move your cases into the pipeline and your sessions into the calendar; turn on role-based access and by the end of the week see that no case is left waiting for a session reminder.