Occupational health & safety CRM: from company portfolio to renewal date every contract in view
OSGB software, program and CRM on one platform: OSGB job tracking software, customer management software and sales automation with WhatsApp.
Dozens of contracted companies, each with its own training and measurement schedule, reports to deliver every month... Collect company correspondence in a unified inbox; manage periodic work with deadline-based tasks and contract renewals with payment-term tracking. AI-powered customer management for OSGB firms.
Which CRM software should be used for OSGB? ÖzgürKod is a CRM for OSGB businesses: Your portfolio of contracted companies, periodic training and measurement plans in tasks, document delivery and contract renewals in one panel. Setup takes minutes; try it free for 7 days.
The familiar struggles of OHS providers
Your experts are out in the field all day, while in the office training schedules, document deliveries and quietly expiring contracts all blur together.
Periodic schedules live in Excel
Every company renews training, does environmental measurements and health screenings on different dates. It all sits in one Excel file, and when someone forgets to open it, the date slips by. A missed periodic task is a risk for both the company and the OHS provider.
Report and document delivery leave no trace
Risk assessment reports, training attendance forms, measurement results... Some go by email, some via WhatsApp, some by hand. When someone asks which document was delivered to which company and when, the answer is hunted down in three different places.
Contracts expire quietly
The end date of the annual service contract is on nobody's radar, and the company doesn't remind you either. When the term ends without a renewal conversation, a rival OHS provider steps in — or the old rate continues without a price update.
“When will the expert arrive?” traffic
Companies ask all day long: when is the visit, is the report ready, what happens with the new employee's medical exam? Every question interrupts the expert or the office phone, and the same information is repeated to different people many times a day.
Company history lives on the expert's phone
Which expert handles which company, what was discussed, what was promised — it's all on personal phones. When an expert goes on leave or leaves the company, the company history goes with them, and whoever takes over starts from scratch.
Quotes are forgotten once sent
You price the quote by headcount and hazard class and send it; the company says “we'll review and get back to you,” and then silence. When there's no record of which quote went to whom, no follow-up call happens, and the deal goes to a competitor.
What does ÖzgürKod do for OHS providers?
Not generic promises — real scenarios built around the monthly routine of your contracted company portfolio.
The company journey from first contact to annual contract
- Save every contracted company with hazard class and service scope tags; all correspondence, documents and task history accumulate on the company card, so institutional memory stays with the OHS provider even when an expert changes
- Plan periodic training, measurement and health screening work as tasks with due dates; move step by step through checklist items, and let overdue work surface in front of the team in the overdue work view
- Upload reports and attendance forms as file attachments to the task card; see which document went to which company and when from a single screen, so inspection day is panic-free
- Record contract end dates in due-date tracking; upcoming renewals are listed on the dashboard, and companies in the renewal window get a notification via a Meta-approved template, while duplicate prevention stops double messages
- Track new company quotes in the pipeline: Discovery → Quote → Contract stages, with PDF quotes and a Sent/Approved/Revised status flow, so no prospect goes un-followed
- Let AI classify incoming messages: urgent requests like “the inspectors just arrived” jump to the front instantly, and those asking about price get a hot tag; assign companies to experts, and everyone sees their own portfolio
A company that reaches you through a web form, WhatsApp or a referral lands on a card with a source tag; headcount and hazard class are entered from the first note.
Service scope is clarified based on workplace details; the quote — including expert, physician and workplace physician (DSP) — is sent as a PDF, and its status is tracked in the flow.
The company that signs is added to the portfolio: service scope and hazard class are tagged, the responsible expert is assigned, and the contract end date enters due-date tracking.
Training, measurements, health screenings and field visits open as tasks with due dates; every task has a checklist and a clear owner.
Visit and training announcements go out as templates; reports are uploaded as file attachments to the task card, and company questions are answered from the unified inbox.
Monthly service fees are in due-date tracking; overdue companies get a reminder from a template, and AI detects the incoming receipt.
Contracts nearing their end stand out on the dashboard; renewal quotes are prepared with current pricing, and the loyalty report shows which company has dropped off.
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 OSGB?
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 OSGB 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.
OSGB program, software or CRM?
Most business owners search for the solution they need as “OSGB program,” “OSGB software,” “OSGB job tracking software” or “OSGB 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 OSGB 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 OSGB
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 CRM do for an occupational health and safety provider?
It brings your contracted company portfolio, periodic work schedule and contract renewals into one dashboard: company correspondence collects on the card, training and measurement jobs are tracked as tasks with due dates, and contracts nearing their end show up in due-date tracking. Let's be clear: ÖzgürKod is not occupational health and safety software or a compliance tracking tool; your risk analyses and assignments continue in your existing tools. ÖzgürKod is the layer that organizes company communication, job tracking and payment collection.
How do I track the periodic training and measurement schedule?
For each company, you open periodic jobs such as training renewals, environmental measurements and health screenings as tasks with due dates; the task board shows the company, the responsible specialist and the checklist together. Tasks nearing their date surface for your team with a due-date notification, and overdue ones stand out in the overdue items view. You send the training announcement to the company with a quick reply template in one click. Instead of opening Excel and hunting for “who had what this month,” the dashboard lays out the list for you every morning.
Does it integrate with İSG-Katip?
No. ÖzgürKod does not claim to integrate with İSG-Katip or any other official system, and we prefer to be honest about this. Your assignment and contract notifications continue in İSG-Katip. ÖzgürKod adds a layer on top that official systems do not cover: bringing company correspondence together in one panel, tracking tasks for recurring work, a quote pipeline, recording document deliveries with file attachments, and tracking payment collection for service fees. The two systems run side by side.
Does it send automatic reminders to companies about training dates?
No. The system does not send scheduled automatic messages on your behalf; that authority and control stays with you. Here is how it works: tasks nearing their date surface on your team's dashboard with a due-date notification; you send the quick reply template you prepared to the relevant company in one click. For announcements that concern multiple companies — for example annual training planning — you send campaigns to a segment with a Meta-approved template; duplicate blocking prevents sending the same company two messages.
How do I record report and document deliveries?
You upload documents such as risk assessment reports, training attendance forms or measurement results as file attachments to the relevant task card; which document was sent to which company and when stays on the card with a date. When a company sends a document or receipt via WhatsApp, these also collect on the same card, and AI detects and flags receipts. On audit day, you won't need to search three phones' galleries to say “that report was delivered, here's the record.”
Can my specialists see only their own companies?
Yes. You assign companies to specialists; when the “team members see only their own customers” permission is enabled, each specialist can access only the correspondence and tasks of their own portfolio, while the manager sees everything. Incoming messages can be distributed round-robin or routed to the company's responsible specialist. Who accessed which record and when is kept in the logs — this strengthens your position on KVKK (Turkey's personal data protection law). When a specialist leaves, the company history stays in the provider's dashboard rather than on a personal phone, so the handover is painless.
OSGB software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "OSGB software", "OSGB software", "OSGB 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
Don't miss the next renewal period
7-day free trial, no card details required. Connect WhatsApp on day one, move your company portfolio and contract end dates onto the dashboard, and see the difference by the end of the month.