Natural gas & ventilation CRM: from site survey to handover the whole installation process in one panel
Natural gas & ventilation software, program and CRM on one platform: Natural gas & ventilation job tracking software, customer management software and sales automation with WhatsApp.
Project and subscription process steps, site survey appointments, the demand that spikes before winter and your installation crew's schedule — all stay in one place. ÖzgürKod gathers incoming requests in a single inbox, tracks project and subscription steps with tasks, and manages site survey appointments with Google Calendar; it keeps winter demand in view on the board and plans your installation crew's schedule with task cards.
Which CRM software should be used for Natural gas & ventilation? ÖzgürKod is a CRM for Natural gas & ventilation businesses: Manage project and subscription process steps with tasks, schedule site survey appointments, keep winter demand under control, and schedule your installation crew. Setup takes minutes; try it free for 7 days.
The familiar pains of natural gas and ventilation companies
Multi-step processes, pre-winter demand and crew scheduling — when tracking falls apart, the process slips and customers walk away.
Project and subscription steps get tangled
Site survey, project drawing, approval, installation, commissioning — every job has different steps, and which client is at which step lives only in people's heads. When a step is skipped, the process stalls; questions like “is the subscription complete, when is the installation” go unanswered.
Demand spikes before winter and can't be met
As the cold approaches, natural gas and boiler requests surge; the line is busy and WhatsApp messages go unread. A customer who can't reach you during the busiest period calls another company, and the season's most profitable jobs are lost to poor follow-up.
Installation crew schedule is scattered
Who is running pipe at which address in the morning, who is going for commissioning — the schedule is passed along by phone. An urgent job that comes up wrecks the whole plan: two installers end up at the same address, a neighborhood is left without anyone, and the workday goes to waste.
Site survey notes and measurements go missing
A site visit was made, apartment measurements and flue condition were written in a notebook, and the photos stayed on the technician's phone. When the quote and project are prepared, the details are hunted down one by one; a missing or wrong note turns into a faulty quote and a return visit to the site.
Quotes, progress payments and payment collection untracked
Was a price given for the individual apartment, when is the progress payment due on the block project, did the contractor pay — it is all in a notebook. When many jobs run at once, a missed payment shows up at the end of the month as a serious shortfall.
Process updates done one by one
Every customer gets an individual answer to the questions “What stage are we at, when is installation, when is commissioning?” Without regular updates, the same work is done over and over, and phone traffic locks up the office.
What does ÖzgürKod do for gas and ventilation companies?
Scenarios built for your installation and project flow, on top of general CRM tools.
From request to commissioning: the journey of an installation process
- Collect incoming requests from WhatsApp, Instagram and the web in one inbox; AI classifies individual and project requests, and the source gets tagged
- Manage project and subscription steps — site visit, design, installation, commissioning — with a task plan: each step is a task, and the assigned technician gets a notification
- Take site visit appointments with an online booking page; two-way Google Calendar sync puts them in the team calendar, so winter peaks never clash
- Add site visit notes, flue condition and site photos to the customer record; when the project and quote are prepared, every detail opens from one place
- An after-hours 24/7 chatbot collects request details: service type, neighborhood, apartment/block; the next morning the conversation is handed over to the team
- Track quotes, progress payments and payment collection for individual and block projects with due-date tracking; AI detects incoming payment receipts, and overdue payments stand out
A request from WhatsApp, Instagram or a web form becomes a customer record tagged with its source; after hours, a 24/7 chatbot collects service and address details.
On the online booking page the customer picks a site visit time; the appointment syncs two-way with Google Calendar, and flue condition, measurements and photos are added to the record.
The project is prepared with the site visit details; an itemized PDF quote goes to the individual customer, a Gantt-chart PDF quote to the block job, and both are tracked through the status flow.
The approved quote is turned into a contract; advance and progress payment installments are set up in due-date tracking, and the first payment receipt is detected by AI and recorded on the card.
The installation job is split into steps in the task plan; each task is assigned to a technician, a notification goes out, finished steps show instantly, and progress photos are added.
When the subscription side is complete, the boiler connection and commissioning are scheduled with a task card; inspection steps are ticked off as a checklist.
When the job is done, the card closes and payment collection is tracked with due dates. Satisfied individual customers and contractors get tagged, and they come back to you first for new jobs.
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, quote, 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 Natural gas & ventilation?
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 Natural gas & ventilation 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.
Natural gas & ventilation program, software or CRM?
Most business owners search for the solution they need as “Natural gas & ventilation program,” “Natural gas & ventilation software,” “Natural gas & ventilation job tracking software” or “Natural gas & ventilation 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 Natural gas & ventilation 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 Natural gas & ventilation
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
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.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What does a CRM do for a gas and ventilation company?
In this business the process has many steps: site visit, design, installation, commissioning. The CRM collects requests from WhatsApp, Instagram and the web in one panel; AI separates individual jobs from project jobs. You track the steps of each process with a task plan, manage site visit appointments with Google Calendar, and plan the technician team's schedule with task cards. The demand that explodes before winter does not get lost in the queue, and quotes and progress payments stay in due-date tracking. Which customer is at which step, which site visit is coming up, which payment is late — it is all on one screen.
Does the system integrate with the gas distribution company's system?
No. ÖzgürKod does not integrate with the systems of gas distribution companies or official subscription systems, and that is an honest limit. The system is a CRM and process tracking tool: it manages customer communication, site visit appointments, project–installation–commissioning steps and the technician schedule. You carry out the subscription application, official approval and distribution company procedures through the channels of the institution you are connected to, as you always have. ÖzgürKod's job is to keep the company's internal tracking, customer updates and records of this process in order; it does not run official procedures.
How do I track a multi-step installation process?
You break the process into steps with a task plan: site survey, project, installation, commissioning. Each step is a task card; the address, checklists as checklist items, and photos all live on the card. The assigned installer gets a notification, and when a completed step is checked off, the office sees it instantly. You track which customer is waiting at which step on the board, and you surface stalled steps in the overdue items view. When a customer asks “where are we now?”, the answer is ready at a glance. You plan commissioning as a separate task once the subscription side is complete.
Does the system send process and maintenance reminders automatically?
No. The system does not send self-scheduled messages to customers on its own, and that is an honest limit. Here is how it works: you define each process step as a task; your team gets a due-date notification for the upcoming step, so installation or commissioning is never skipped. If you want to send a bulk announcement to customers — for example, a notice before winter — you send a Meta-approved template through the campaign module. You decide when and to whom the notification goes; the system keeps steps from being forgotten and the process from stalling.
How do I handle the surge in demand during the winter rush?
Every request that comes in before winter is gathered in a single inbox; AI separates residential work from project work, and quick-reply templates answer pricing and process questions instantly. Outside business hours, a 24/7 chatbot collects the service type, district and apartment/block details, then hands the conversation to the team in the morning, so a request that comes in at night is not lost either. Requests are distributed to the team by round-robin, and site survey appointments are scheduled with Google Calendar without conflicts. Instead of losing customers to a busy line, you manage the rush in an organized way from one panel.
Are customer and project data safe under KVKK (Turkey's personal data protection law)?
Yes. With role-based authorization, the office team, installers and management work at different permission levels; an installer sees only the jobs assigned to them, and pricing and payment collection data stay with authorized users. Data access is logged in line with KVKK (Turkey's personal data protection law); who viewed which card and when is recorded. Site survey notes, receipts, project documents and photos are stored on the customer card; duplicate prevention and rate limiting are active for bulk announcements. You handle data deletion requests from the panel.
Natural gas & ventilation software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Natural gas & ventilation software", "Natural gas & ventilation software", "Natural gas & ventilation job 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
Manage the entire installation process from site survey to commissioning in one panel
7-day free trial, no credit card required. Gather your requests in a single inbox on day one; move your site surveys and installer schedule to the panel before the winter rush begins.