Private security company CRM: from quote to shift plan every point under control

It brings customer correspondence, site-based quotes and contract tracking together in one panel: messages from site managements accumulate on the card, AI surfaces the urgent ones, quotes are tracked in a status flow, and contracts nearing their end show up in maturity tracking. Let’s be clear: ÖzgürKod is not a patrol or guard tour control system; your field control devices keep doing their job. ÖzgürKod is the layer that brings customer relationships, the quote process and payment collection into order.

AI classifies every incoming message: messages like “staff didn't show up,” “site unmanned” or “incident at the gate” get an urgent tag and move to the top of the inbox; price inquiries and routine correspondence stay under their own tag. An urgent message is assigned to the operations manager, and everyone can see who is handling it. Outside working hours, a chatbot gives the first reply and hands the conversation over to a person. So a critical message that arrives at 02:00 doesn't get lost among 40 unread messages by morning.

ÖzgürKod is not payroll or shift scheduling software — let's be clear about that. Here's what it can do: you manage operational work such as shift changes, site handovers, inspection visits and training as cards on the task board, with due dates, assigned owners and checklists; unfinished work reminds itself with a due-date notification. Overtime and extra shifts are recorded in the earnings & bonus module. For detailed timesheets, your existing payroll program keeps working alongside it.

No automatic message goes out to the customer — let's be honest about that: we don't do scheduled sending. Here's how it works: you enter contract end dates into due-date tracking; those nearing expiry are listed on your dashboard and your team sees them as notifications. You start the renewal conversation: reach a single customer with a quick reply template, or several customers at once through a segment with a Meta-approved template. So an expiring contract becomes visible before the last day, but you always control contact with the customer.

Yes. Each quote is prepared as a PDF with its own line items: you edit rows such as number of guards, armed/unarmed scope, shift pattern and public holiday terms yourself; you can choose TL, USD, EUR or GBP. The quote is tracked through the Preparing → Sent → Approved/Rejected/Revised flow; when site management asks for a revision, the current version stays on the same card. Even months later, you can find in one click which price was given to which site and when.

Yes. You assign customers to field supervisors; when the “team member sees only their own customers” permission is turned on, each supervisor can access only the correspondence and tasks for their own sites, while head office sees everything. Incoming messages can be distributed by round-robin or routed to the site's supervisor. 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 supervisor leaves, the customer relationship stays in the company dashboard, not on a personal phone.

In practice they describe the same need. Businesses usually search for "Private security software", "Private security software", "Private security 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.