Quality & certification CRM: from application to certificate every process stage visible

It brings document processes, the surveillance calendar and the quote flow into one panel: you can see which stage each client is at in the pipeline, annual surveillance audits are tracked with due-date tasks, and client correspondence collects on the card. Let’s be clear: ÖzgürKod is not accreditation or document management software; your audit reports and quality records stay in your existing systems. ÖzgürKod is the layer that organizes client communication, process visibility and payment collection tracking.

You name the pipeline stages after your own process: Application → Document Review → Audit → Decision → Certificate. Each client card sits at its current stage; when the stage changes, you drag and move it. Files that wait at the same stage for too long stand out in the overdue items view. When a client asks “where are we at?”, the answer is on screen, not in a folder; you send the status with a quick reply template in one click.

For each client you certify, you open the surveillance audit as a task with a due date; on the task board the client, the responsible auditor and the preparation checklist appear together. Tasks whose date is approaching reach your team with a due-date notification; the audit appointment syncs both ways with Google Calendar. You send the audit notice to the client yourself with a template. The risk of forgetting to check the date column in Excel is gone; the panel lists what’s coming up every morning.

No; the system does not send scheduled automatic messages on your behalf, let’s be honest about that. Here’s how it works: audit and certificate renewal tasks whose date is approaching stand out in your panel; you send the notice with a quick reply template in one click. If several clients have certificates expiring soon, you run a campaign to that segment with a Meta-approved template; the rate limit and duplicate prevention keep the send safe. Control and tone always stay with you.

Each quote is prepared as a PDF and tracked in the flow Preparing → Sent → Approved/Rejected/Revised; it can be issued in TL, USD, EUR or GBP. A company that says “we’ll present it to management” waits in the Sent status; those who don’t reply for a long time show up in the panel, and you send the follow-up message with a template. AI classifies new messages asking about price and highlights them with a hot tag, so new requests don’t get missed either. Closed quotes appear period-over-period in the report.

Yes. You assign clients to consultants or auditors; when the “team members see only their own clients” permission is on, everyone accesses only the correspondence and tasks of their own portfolio, while the manager sees everything. Incoming messages can be distributed round-robin. Who accessed which record and when is kept in logs — this strengthens your position on KVKK (Turkey's personal data protection law). When a consultant leaves, the client history stays in the company panel, not on a personal phone, so the handover doesn’t turn into a new round of introductions.

In practice they describe the same need. Businesses usually search for "ISO certification software", "ISO certification software", "ISO certification 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.