CRM for aluminum and metal fabrication: from survey to installation the whole job in one flow
Aluminum fabrication software, program and CRM on one platform: Aluminum fabrication inventory and sales tracking software, customer management software and sales automation with WhatsApp.
The contractor's “when can you come for the survey?” message, the sliding quote waiting for revision, the villa owner asking for a pergola price — all in one inbox. The survey appointment goes to the calendar, measurements and drawings to the order card, installation to the on-site task, and the contractor account to payment term tracking. AI-powered sales software for fabricators.
Which CRM software should be used for Aluminum fabrication? ÖzgürKod is a CRM for Aluminum fabrication businesses: From site survey to measurement, from PDF quote to fabrication and on-site installation; profile stock and contractor accounts in one panel. Setup takes minutes; try it free for 7 days.
Problems fabricators face every day
Surveys forgotten in the appointment book, quotes lost in revisions and an installation crew running from site to site; the bigger the business, the harder it gets to keep track.
Survey appointments get lost in the appointment book
The survey date promised on the phone goes into a corner of the appointment book; when an urgent job comes in, it's forgotten. The contractor who waits at the site for nothing doesn't call again; a missed survey means missed work — and nobody even notices it's been missed.
Quote revisions get mixed up
The series changed, the glass combination changed, the price was updated. When which version went to which customer gets lost in “quote_final_v3” files on the computer, the customer talks about the old price; the difference only surfaces when fabrication is done.
Site delivery is managed by phone
Which crew is at which site, which block is done, what material is missing — that information is on the foreman's phone. When the contractor asks “will it be done tomorrow?”, nobody in the office knows; trust erodes until the answer comes back from a round of phone calls.
Profile and accessory stock lives in people's heads
Corner connectors, espagnolettes, gaskets, weather seals — how much of which accessory is left lives in the warehouse keeper's memory. When a job starts and material turns out to be missing, fabrication stops and accessories are hunted down city by city; when the deadline slips, penalties come up for discussion.
Contractor accounts grow unclear
The job is done, part of the money is in, and the rest was met with “once the progress payment comes through.” How much is still owed from each site is logged in a notebook; as months pass, the numbers become disputed and payment collection is left to goodwill.
Price inquiries get answered late
Individual customers asking about window screens, railings or glass balconies send dozens of messages a day. Messages pile up while the installer is on site; by the time you reply in the evening, the customer has already signed with another joinery shop in the morning. Nobody knows who is looking at what.
What does ÖzgürKod do for aluminum and metal joinery businesses?
The business side of joinery work, from the site survey appointment to the final installment.
The whole job in one flow, from site survey to final installment
- Collect site survey requests in a single inbox; schedule the appointment with the Google Calendar integration, and log survey notes and measurements on the customer record
- Track PDF quotes with a status flow: sent, in discussion, revision requested, approved; every revision stays on the same record as a version
- Turn an approved job into an order; production and installation status and payment status move forward separately, and drawings stay attached to the record
- Manage site installations on the task board: address, team, checklist and delivery photo; see from the dashboard what is finished in which block
- Track profile and accessory stock in the catalog; get an alert when an item drops to its critical level, and plan procurement from the supplier record
- Track contractor accounts with installments and due dates; AI detects the payment receipt, and the report shows how much is still owed from each site
Survey and price requests coming from WhatsApp, Messenger or a web form turn into customer records with a source tag.
The site survey appointment is scheduled with the Google Calendar integration; the measurement form, photos and drawings are attached to the customer record as files.
Send a PDF quote with series, glass combination and accessory line items; revisions are tracked on the same record, so the latest valid version is clear.
An approved quote becomes an order; production status (in production, ready for installation) and the payment plan move forward separately.
Cutting and welding steps are assigned to the workshop on the task board; profile and accessory stock is deducted from the catalog, and critical levels trigger an alert.
The installation task is planned with address, team and checklist; the delivery photo is added to the record, and the contractor is notified in the same conversation.
Installment payments and due dates are tracked and AI detects the payment receipt; contractors who complete a job are reached with a campaign in the next project period.
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 Aluminum fabrication?
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 Aluminum fabrication 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.
Aluminum fabrication program, software or CRM?
Most business owners search for the solution they need as “Aluminum fabrication program,” “Aluminum fabrication software,” “Aluminum fabrication inventory and sales tracking software” or “Aluminum fabrication 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 Aluminum fabrication 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 Aluminum fabrication
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 is a CRM good for in aluminum and metal joinery?
Joinery work starts with a site survey and ends with installation and payment collection; in between come quote revisions, production and site coordination. A CRM keeps this flow on a single dashboard: survey appointments on the calendar, measurements and drawings on the order record, quotes in a status flow, installations on the task board, and contractor accounts in due-date tracking. Who is handling which job, what is finished on which site, how much is still owed and by whom — the answers sit on screen, not in a round of phone calls.
How do I track site survey appointments?
When a survey request comes in, you create a task without leaving the conversation; the date, address and owner are assigned. Thanks to the Google Calendar integration, the appointment also shows up in your phone's calendar. When the survey is done, the measurement form and photos are added to the customer record; everything is in one place when you prepare the quote. Overdue survey tasks stand out as late work on the dashboard, so you notice a delayed survey before the contractor calls.
How do I manage quote revisions?
Every quote is prepared as a PDF and tracked in a status flow: sent, in discussion, revision requested, approved, lost. When the series or glass combination changes, the revised quote stays as a new entry on the same customer record; there is no dispute about which version is valid. On project work you can add a Gantt timeline to the quote and present the production and installation steps to the customer with dates. Won and lost quotes show up in the report with a period comparison.
Can I keep profile and accessory stock in the system?
Yes. You record profile lengths, accessories and consumable items in the product catalog with stock quantities; stock movements are posted as orders and manufacturing progress. Items that fall below the critical level appear in the dashboard with an alert; you plan the order using the contact and latest purchase details on the supplier record. You never get the “out of espagnolette hardware, production stopped” surprise; the warehouse keeper’s memory stops being the single source of truth.
Does the customer automatically get a reminder when the payment due date arrives?
No. ÖzgürKod does not send scheduled or automatic payment collection messages; you decide the tone and timing of the money conversation with the contractor. The system puts due and overdue balances in front of you in the dashboard; the report clearly shows how much is still owed from which construction site. You send the reminder yourself with a quick-reply template in one tap; AI detects the payment receipt the customer sends, and the payment is recorded.
Is ÖzgürKod an ERP or production planning software?
No. ÖzgürKod is a customer–sales–order layer; it does not do profile cutting optimization, waste calculation or CAD drawing, and it does not replace production planning. Its scope is: site visits, quotes, orders, installation tasks, stock visibility and the customer-facing side of payment collection. You can add your drawing files to the record, but you do your drawings in your other tools; ÖzgürKod organizes the commercial flow of the job.
Aluminum fabrication software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Aluminum fabrication software", "Aluminum fabrication software", "Aluminum fabrication 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
Bring site visits, quotes and construction sites into one flow
Free for 7 days, no credit card required. Connect your site visit appointments to the calendar on day one; by the end of the week, see which quotes are waiting for a reply.