Renovation & decorating CRM: from site survey to final payment every project in one dashboard
Renovation company software, program and CRM on one platform: Renovation company job tracking software, customer management software and sales automation with WhatsApp.
From bathroom remodels to turnkey apartment renovations: collect requests from WhatsApp and Instagram in one inbox, win the customer over with a PDF quote that includes a Gantt timeline, manage crew tasks on the board, and track progress payments and interim payments with their due dates.
Which CRM software should be used for Renovation company? ÖzgürKod is a CRM for Renovation company businesses: One flow from site survey to progress payments: quotes with Gantt charts, crew tasks and staged payment tracking on the same dashboard. Setup takes minutes; try it free for 7 days.
The familiar pains of renovation companies
As long as site surveys stay in a notebook, quotes on the phone and the payment plan in someone’s head, every project that grows slips a little further out of control.
A price was given, the customer vanished
The site visit was made, hours were spent, the price was quoted; then silence. Who is still thinking it over, who went with another contractor, who found it too expensive — without anyone following up, site surveys you worked hard for go to waste.
Site survey photos and measurements are scattered
Measurements are in a notebook, photos on the contractor’s phone, sketches in a WhatsApp group. Writing a quote means hunting down each detail, and one misremembered measurement turns into a materials and cost error.
The project timeline can’t be explained to the customer
The customer has one question: “When will it be done?” Demo, plumbing, plaster and paint follow one another in the foreman’s head, but not on paper. A quote without a schedule does not build trust; the longer the job runs, the bigger the argument gets.
No coordination between crews
The electrician has arrived, but the plasterer has not finished; the flooring crew is waiting at the door. Which crew is on which site on which day is sorted out through a stream of phone calls, and every gap stretches the project by days.
Progress payments and milestone payments live in a notebook
Was the deposit received, when is the second progress payment due, did the customer send the transfer receipt — it is all scattered across phones and notebooks. By the time an uncollected milestone payment is noticed, the job has long moved to the next stage.
Revised quote chaos
The customer removed the kitchen from the scope and added work to the bathroom; three different prices are now in circulation. It gets confusing which quote is current, and when you shake hands on an old price, the difference comes out of the company’s pocket.
What does ÖzgürKod do for renovation companies?
Scenarios built around your project and site workflow, on top of general CRM tools.
From inquiry to handover: the journey of a renovation project
- Set up your pipeline with the stages Survey → Quote → Contract → Execution, and see at a glance which stage each project is waiting in
- Send PDF quotes with a Gantt timeline, so the dates for demolition, plumbing, plaster and paint steps are in front of the customer while you are still selling
- Add survey photos and measurement notes to the customer record, so every detail opens from one place when you write the quote
- Manage crew tasks on a board: one card per site, execution steps as a checklist, and a notification for each task that is assigned
- Set up progress payments and milestone payments as installments; AI detects incoming transfer receipts, and overdue payments stand out on the dashboard
- Move a quote whose scope has changed to Revised in the status flow, so it is never unclear which version is valid
A renovation request from WhatsApp, Instagram or a web form becomes a customer record tagged with its source; AI flags the ones asking about price.
The customer picks a survey time through the online appointment link; the appointment syncs with Google Calendar, and survey photos and measurements are added to the record.
A PDF quote is prepared with service line items and a Gantt timeline and sent via WhatsApp; it is tracked as Sent in the status flow.
The approved quote moves to the contract stage; the payment plan is set up as a deposit and progress payment installments with due dates.
The site is broken down into cards on the task board: demolition, plumbing, plaster and paint steps are assigned to crews as a checklist, and each finished step shows up instantly.
As each stage is completed, the progress payment installment is collected; AI detects the transfer receipt the customer sends, and late payments stand out on the dashboard.
Handover photos are added to the record and the project is closed. Satisfied customers are tagged, and you reach them first in next season’s campaigns.
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 Renovation company?
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 Renovation company 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.
Renovation company program, software or CRM?
Most business owners search for the solution they need as “Renovation company program,” “Renovation company software,” “Renovation company job tracking software” or “Renovation company 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 Renovation company 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 Renovation company
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 renovation company?
In renovation, money gets lost in the gap between the survey and collection. A CRM gathers requests from WhatsApp and Instagram in one panel, stores survey photos and measurements on the customer record, and lets you explain the process clearly to the customer with a PDF quote that has a Gantt timeline. Crew tasks sit on a board, and progress payments and milestone payments sit in due-date tracking. Which quote is pending, which payment is late, which site is behind — you see it all on one screen.
How do I present the project schedule to the customer?
In the quote module you enter the job’s steps — demolition, plumbing, plaster and rendering, paint, installation — with date ranges, and the system adds them to the quote as a Gantt timeline. The customer sees in the PDF what will be finished in which week; the “when will it be done” question is answered while you are still selling. If the schedule or the scope changes, you move the quote to the Revised status and send the current version; it is never unclear which version is valid.
Customer conversations are scattered across the crews’ phones; how do I bring them together?
ÖzgürKod works with the official WhatsApp Cloud API; you can also connect multiple numbers to the same panel with the QR method. All conversations are stored on the customer card; with message assignment, the owner of every conversation is clear, and team members see only their own customers. With quick reply templates, you standardize questions about square footage and address; with Meta-approved templates, you also send bulk campaigns to existing customers.
How do I track progress payments and partial payments?
You split the contract price into installments such as a deposit, interim progress payments and the final delivery payment; the due date of each installment is tracked in payment collection. AI detects the receipt the customer sends via WhatsApp, and the payment record is added to the card. Overdue installments stand out in the panel; for foreign-currency projects, you get reports in TL, USD, EUR and GBP. The system does not take online payments; payment goes through the bank as you know it, and ÖzgürKod handles the tracking and record-keeping side.
Can the crew teams really use the system?
The task board is as simple as drag and drop. Each site is a card: the address, the application steps as a checklist, and the survey and progress photos as attachments all live on the card. When a task is assigned, a notification goes to the person responsible; when a completed step is checked off, the office sees it instantly. Crew members don't need to write reports; adding a photo and checking off the step is enough. Overdue work is collected in a separate view, so a stalled site stands out immediately.
Are customer and project data safe under KVKK (Turkey's personal data protection law)?
Yes. With role-based permissions, the office team, foremen and management work at different permission levels; everyone accesses only the data they need to see. Access is logged in compliance with KVKK (Turkey's personal data protection law); who viewed which card and when is on record. Contracts, receipts and survey photos are stored on the customer card; for bulk campaigns, duplicate blocking and rate control are in place.
Renovation company software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Renovation company software", "Renovation company software", "Renovation company 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 your next project from start to finish with full control
7-day free trial, no credit card required. On day one, gather your leads in a single panel; by the end of the week, see clearly which quotes and progress payments are pending.