Title & real estate law consulting CRM: files, documents and status tracking in one panel
Real estate law software, program and CRM on one platform: Real estate law job tracking software, customer management software and sales automation with WhatsApp.
Title transfers, purchase and sale files and real estate dispute cases, document lists and “what’s the status of my file” messages don’t have to stay scattered. Track file stages in the pipeline, manage document collection with a checklist, schedule appointments and video calls, and send status updates with templates. AI-assisted client management for consulting practices.
Which CRM software should be used for Real estate law? ÖzgürKod is a CRM for Real estate law businesses: File stage tracking, document checklist, appointments and video calls, status updates — all in one panel. Setup takes minutes; try it free for 7 days.
The familiar challenges of real estate law practices
Files run long, documents pile up, and clients ask about status every day; the day goes by collecting documents and explaining status.
File stages can’t be tracked
Title transfer, purchase and sale, and share settlement files move at different stages: some are collecting documents, some are waiting for the transaction date, some are in dispute. You can’t see where each file is stuck without opening it one by one; a file whose stage is forgotten slips, and the client gets nervous.
Document collection always falls short
Title deed copies, IDs, powers of attorney, various certificates... Every file needs different documents. Who sent what and which document is missing get hunted for in WhatsApp history; a single missing document delays the transaction date, and the file goes on hold.
Document photos pour into the phone
Clients send title deeds, IDs and receipts as photos all day. Which image belongs to which client, which file, and is it on the consultant’s phone or the office line? One lost document means the file stays incomplete.
“What’s the status of my case?” traffic
As the process drags on, every client asks the same question: did the documents arrive, when is the transaction, what’s the status of the file. Every call takes five minutes; on a busy day, dozens of calls take more time than the files themselves, and the same explanation is repeated over and over.
Appointments and meetings get mixed up
Office meetings, video calls with out-of-town clients and transaction-day appointments are kept in different places; overlapping times, forgotten meetings. A tangled calendar both delays transactions and keeps clients waiting.
New client meetings go untracked
Someone calls about purchase and sale consulting, asks the price, says “let me think” — and nothing follows. Because who called when and what consulting fee was discussed isn’t recorded, no one follows up; a meeting you put effort into closes quietly.
What does ÖzgürKod do for real estate law practices?
Not generic promises; real scenarios that fit your file process, your document flow and your client communication.
The client journey from first consultation to completed transaction
- Set up the file process in the pipeline the way your own flow works: Consultation → Document Collection → Transaction Preparation → Completed; see at a glance where each file is waiting
- Open a task for each file with a document checklist and a due date: check off the title deed, ID and power of attorney one by one, collect the documents with their attachments on the card, and keep anything waiting for a missing item flagged
- When a case stage changes, update the client in one click with a quick-reply template; fewer “what’s the status of my case” calls, and all correspondence stays on the same card as the case history
- Schedule office meetings with an online appointment page and Google Calendar sync; advise out-of-town clients remotely with the video meeting module
- Let AI detect the title deed, ID and payment receipt images your client sends; record a receipt into the consulting fee payment record in one click, and no document is lost in phone galleries
- Capture new inquiries with a source tag (web form, Meta Lead Forms, Instagram) and prevent duplicates so the same client is never opened twice; send the consulting fee as a PDF quote and track its status
A client seeking advice reaches out via WhatsApp, the web form or Instagram; they become a card with a source tag, and the chatbot answers process and document questions 24/7.
You discuss what the client needs in the office or over a video call, and send the consulting fee with a PDF quote template; the quote status (Sent → Approved/Revision) is tracked in the pipeline.
A case card is created for the client who has agreed: the case type and parties are entered, a responsible consultant is assigned, and the case is moved to the Document Collection stage in the pipeline.
A task with a document checklist is created; the title deed, ID and power of attorney are requested with a template message, AI detects incoming images, and missing items stay flagged.
Once the documents are complete, the case moves to the Transaction Preparation stage; the transaction-day appointment is scheduled with Google Calendar sync, and the client is informed with a template.
When the transaction is complete, the case is closed; the client is notified with a template, and all correspondence and documents remain logged on the case card.
The consulting fee is tracked in installments with due-date tracking, and AI detects the receipt the client sends; the loyalty report shows repeat clients, and referral clients are measured with a source tag.
Not from a personal phone, but from the business line
Don't let Client 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 client information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the client 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 client 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 client writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Client 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 clients.
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 Client 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 client 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 Real estate law?
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 Real estate law choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey client 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.
Real estate law program, software or CRM?
Most business owners search for the solution they need as “Real estate law program,” “Real estate law software,” “Real estate law job tracking software” or “Real estate law customer management software.” “CRM” is the international name for this solution, and the need is the same: keep client information in one place, never miss a request, and bring order to your work.
As a Real estate law automation, ÖzgürKod gathers client 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 Real estate law
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 |
| Client 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.
How does a CRM help with title deed and real estate law consulting?
It brings client communication, the case process and document collection together in one panel: title deed and ID photos sent via WhatsApp and the web collect on the client card, every case appears with its stage in the pipeline, and document lists are tracked with task checklists. Let’s be clear: ÖzgürKod is not an official transaction or registry system; the title deed transaction itself takes place with the official authorities. ÖzgürKod organizes the side around the case — communication with the client, document tracking, appointments and status updates.
Does it integrate with the title deed registry, MERNİS or official systems?
No; ÖzgürKod does not integrate with the land registry office, MERNİS or any official system, and we prefer to be honest about this. Official transactions, queries and registration steps take place in the institutions’ own systems. ÖzgürKod’s domain is the office side: you log the date and result of the action you took in the official process on the case card; document tasks, case stages, appointments and client notifications are managed here. Official records there, office operations here — the two layers complement each other.
How does it make collecting case documents easier?
For each case you create a task with a document checklist and a due date: documents such as the title deed copy, ID and power of attorney are listed one by one. The request message goes out in one click with a quick-reply template; as the client sends documents, the checklist is ticked, documents collect on the card with their attachments, and missing items stand out in the overdue work view. Because AI detects incoming title deed and payment receipt images, you don’t have to search which message contains which document.
How do I meet with out-of-town clients?
You schedule office meetings with an online appointment page and Google Calendar sync, and advise out-of-town or overseas clients remotely with ÖzgürKod’s video meeting module. The client doesn’t need to come to the office, and appointment conflicts are prevented. Meeting notes and shared documents are recorded on the client card; you go into the next meeting with the case history at hand.
How do I inform a client about case status, and does the system send messages automatically?
No. ÖzgürKod does not send scheduled messages on its own — let's be clear on that. Notifications go out with your approval: when the deal stage changes, you send the client a status message in one click with a quick-reply template; if you prefer, you send a bulk update to the segment of clients in a similar stage with the campaigns module. Duplicate sending guards against messaging the same client twice. You control which message goes out and when, at every step.
How do I connect the firm's WhatsApp line, and is client data safe?
Yes. You connect your firm's line through the official WhatsApp Cloud API; with the QR method you can add multiple numbers to the same panel. All conversations are recorded on the client card and stay in the firm's panel instead of on personal phones; with role-based permissions each consultant sees only their own files and access is logged — this strengthens your position on KVKK (Turkey's personal data protection law). Outside business hours, a chatbot you build with the visual flow builder answers process and document questions and hands off to a consultant when needed. Instagram and web forms also come together in the same inbox.
Real estate law software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Real estate law software", "Real estate law software", "Real estate law job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: client 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
Start your next file organized
7-day free trial, no credit card required. Connect WhatsApp on day one and move your files into the pipeline and your document checklists into the checklist feature; by the end of the week, see that no file is waiting on missing documents.