Courier & delivery CRM: from corporate customer acquisition to branch operations in one panel

It handles routine status questions with a chatbot to reduce the load on your team, and pulls contract requests from e-commerce companies into the sales process with their source attached. Rate quotes are sent as a link and approved with a signature; branch and courier requests are routed as task cards, and corporate account payment plans and overdue installments are visible in one place. Your package-based operations (tracking number, barcode, branch transfer) stay in your own system.

The chatbot handles the first greeting: it welcomes the customer, collects the tracking number and contact details, branches by the type of issue and, when needed, hands the conversation over to your team; handed-over conversations are marked "Needs attention". ÖzgürKod does not integrate with cargo tracking systems; your team checks the shipment's current status in your own operations system and replies. The gain is this: the rep turns to a written request that already has the details, instead of the phone.

Leads from your Meta ad forms land in the panel with campaign details; website chat and WhatsApp inquiries are collected in the same customer list. You define the sales stages yourself (e.g. First Contact → Rate Quote → Trial Shipment → Contract); records past their follow-up date stay in their own list. The Meta Ads ROI screen shows spend, leads received, leads converted to customers and deal amount side by side per campaign.

You turn a customer request into a task — an extra pickup, a scheduled delivery or an address change: the owner, due date and checklist are clear. Tasks are tracked in board, list and calendar views; tasks that are approaching or past their due date appear as notifications on the dashboard. By default, team members see only the customers assigned to them. There is no separate branch concept on the dashboard; you assign the task to the owner at that branch.

Yes. You define your services and rate items in the catalog and build the quote from these items; TL, USD, EUR and GBP are supported. The quote is sent as a link, and the customer approves it with a signature or rejects it with a reason; you can get a PDF from the print view. Status is tracked in the flow Draft → Sent → Approved / Rejected / Revised; you write a reminder for a pending quote using a quick reply template. An approved quote is linked to a deal and a payment plan.

If you want to open a corporate customer's pallet or parcel shipments as jobs and plan them as stops in route order, the freight profile in the Moving & Transportation module is used (it opens when you choose “Logistics & Distribution” as your field during setup): own vehicle or subcontractor, delivery by stop and proof of delivery (POD). There is no individual shipment tracking number, barcode or carrier integration.

With role-based permissions, team members see only the customers and conversations assigned to them by default; permission to see all records is granted separately. Exporting the customer list is available only to the company owner and requires SMS verification; customer record views and exports are written to the access log. The duplicate guard in bulk WhatsApp campaigns prevents the same template from reaching the same person again within a short time.

In practice they describe the same need. Businesses usually search for "Courier & delivery software", "Courier & delivery software", "Courier & delivery 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.