Medical device CRM: from demo request to maintenance contract sales and service in one panel

It brings sales and service together in one panel: it runs hospital and clinic opportunities through the demo-quote-contract stages, schedules demo appointments, tracks service calls and periodic maintenance with tasks, and monitors spare parts and consumable stock. WhatsApp, web form and email requests are collected in a unified inbox; each organization's card holds the devices it has purchased, its maintenance contract, open service calls and the full correspondence history in one place. A hospital opportunity that runs for months does not go untracked, and an urgent service call does not get lost in the usual pile of messages.

The pipeline module exists for exactly this long cycle. You place each organization as an opportunity in stages (such as demo, quote, approval, contract), and keep the relevant device, the decision-maker and the estimated volume on the card. Overdue items stand out; you notice an opportunity that has not moved in months, so you do not forget it without touching it. You prepare quotes as PDF files and track them in the status flow, and link all correspondence and meeting notes to the organization card. Let us be clear: ÖzgürKod does not generate opportunity scores with AI; you see the stage and history, and you set the priority.

For each incoming service request, you open a call on the task board: the fault description, the relevant device, the site visit, the replaced part and the closing steps progress as a checklist; fault photos and the service form are attached as files. On the AI side, incoming messages are classified, so an urgent breakdown, a usage question and a consumable request are told apart; a critical call thus stands out from an ordinary question. If there is more than one technician, calls are distributed by round-robin or role-based assignment. The chatbot gives the first response outside business hours and hands a serious call over to you.

Yes. You define spare parts, probes and consumables in the product catalog and keep stock movements in the system; a critical stock warning alerts you before a part runs out. You associate which part fits which device with notes and tags, and see warehouse status instantly in an emergency service. You record consumable orders that come in via WhatsApp, by phone or from your website, and track the operational and payment status separately. Organization-specific price lists are in the same module too. Online payment collection is not done — there is no payment link; the system keeps a record of the payment and the current balance.

No; the system does not send scheduled messages on its own, let us say this honestly. The correct workflow is this: you keep maintenance contract periods on the organization card and plan upcoming periodic maintenance as tasks; when you look at the panel, devices due for maintenance this month and contracts nearing renewal stand out. You send the reminder to the relevant organization with a quick reply template, and to multiple organizations as a campaign with a Meta-approved WhatsApp template; the duplicate guard prevents sending a double message to the same organization. The timing and content of sending are always under your control.

With role-based permissions, you set what the sales team, technical service and office can see and manage; incoming requests can be distributed in turn by round-robin, so every call lands with an owner. Service tasks are assigned to the technician in the field, and the office monitors status from the board. With the commission and bonus module, you calculate bonuses based on sales and service performance. When a sales rep leaves, organization relationships, contracts and correspondence history do not leave with them; they stay with the company. All access is logged; there is a record of whose hands sensitive organization information passed through.

In practice they describe the same need. Businesses usually search for "Medical device software", "Medical device software", "Medical device appointment 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.