CRM for signage & advertising production: from survey to installation your production flow in one panel
Signage & advertising production software, program and CRM on one platform: Signage & advertising production job tracking software, customer management software and sales automation with WhatsApp.
Measurement appointments on the phone, production status in the foreman’s head, permit documents scattered across folders... Plan site survey appointments on the calendar, track jobs on the Measurement → Production → Installation board, and never run short of materials with critical stock alerts; the sign arrives right on time for your customer’s opening day.
Which CRM software should be used for Signage & advertising production? ÖzgürKod is a CRM for Signage & advertising production businesses: Site survey and measurement appointments, a production and installation task flow, critical stock alerts and permit documents as file attachments; your workshop in one panel. Setup takes minutes; try it free for 7 days.
The familiar challenges workshop owners face
Production on the bench runs fine; appointments, follow-up and paperwork run on phone calls and memory.
Measurement appointments lost in phone traffic
Who’s going on the site survey, where is the address, what time will the customer be at the shop — it’s all in phone calls. A forgotten survey means a business owner waiting at the door, and customer trust takes a hit before a single measurement is taken.
“When will my sign be ready?” calls
A customer with an upcoming opening calls every day; to answer, someone goes down to the workshop and asks the foreman. When the production stage isn’t visible in one place, delivery promises rest on guesswork, and a late sign casts a shadow over opening day.
Production is done, the installation crew is on another job
The channel letters are ready, but the crane truck is on another install and the electrician is only available tomorrow. When production and installation are planned separately, finished jobs sit waiting, the workshop fills up, and the customer complains that you said it was ready.
Acrylic ran out, production stopped
Vinyl, acrylic, LED modules... Stock is tracked by the foreman's eye. You find out a material has run out halfway through an order; the workbench sits idle while you wait for a supplier shipment, and the delivery date slips by a week.
Permit paperwork can't be found when it's needed
Municipal permits, approved artwork, dimension sketches... Documents live in folders, in email, in the foreman's drawer. When an inspector asks or a renewal comes up, finding the right document takes half a day, and missing paperwork can turn into a fine.
Quote sent, nothing followed up
Measurements taken, the quote sent over WhatsApp, then silence. Who was supposed to call back and when, which quote has gone unanswered for two weeks — there's no list. In the meantime the customer signs with another workshop, and the site survey work is wasted.
What does ÖzgürKod do for sign and advertising producers?
It brings order to the office side of the workshop, from the site survey request to collecting payment after installation.
The journey from site survey request to collecting payment after installation
- Collect requests from WhatsApp, Instagram and your web form in one inbox; let the chatbot send the first reply outside business hours, and have AI surface “my opening is coming up” messages as urgent
- Schedule site surveys and measurement appointments with two-way Google Calendar sync; keep the address, measurement notes and location photos on the customer record
- Send quotes by PDF with material and measurement line items; track them through the Sent → Revised → Approved flow, record the deposit in split payment records, and let AI detect the receipt
- Manage production with a board flow: Measurement → Design Approval → Production → Installation → Delivery; set deadline notifications for opening day, and show the installation crew and crane plan on the record
- Keep vinyl, acrylic and LED modules in your product catalog with stock records; a low-stock alert warns you before a material runs out, so the production bench never sits idle
- Upload the municipal permit, approved artwork and dimension sketch as file attachments to the relevant job record; when an inspector asks, the paperwork opens in a second
A sign request from WhatsApp, Instagram or your web form becomes a record with a source tag; the chatbot sends the first reply and duplicate records are prevented.
The appointment is added to a calendar synced with Google Calendar; measurements, facade photos and a note on the electrical situation are attached as files to the task record.
Material and labor line items are put into a PDF quote; revision rounds are tracked in the status flow, and on approval the deposit is recorded as a split payment.
The design image is added to the record and sent to the customer; the approval message is saved in the conversation history, so there is no “we never approved that” dispute.
The job moves to the Production column; materials are deducted from the catalog, the low-stock alert flags missing materials in advance, and a notification protects the delivery date.
The installation crew, crane needs and electrical connection are planned in the checklist; the permit paperwork is on the record, and photos of the completed installation are added to it.
The balance is closed with a payment collection record, and AI detects the receipt; the customer is added to a segment, so when a renewal or maintenance request comes years later, the full history is on the record.
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 Signage & advertising production?
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 Signage & advertising production 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.
Signage & advertising production program, software or CRM?
Most business owners search for the solution they need as “Signage & advertising production program,” “Signage & advertising production software,” “Signage & advertising production job tracking software” or “Signage & advertising production 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 Signage & advertising production 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 Signage & advertising production
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 can a CRM do for a sign company?
It brings the office side of the workshop into one panel. Site survey requests land in the inbox, and measurement appointments are scheduled in the calendar without conflicts. Quotes are sent as PDF and tracked in the status flow; production moves through the Measurement → Production → Installation board, so when someone asks “when will my sign be ready,” you check the record and answer in a second. Low-stock alerts prevent running out of materials, and permit paperwork is archived on the job record. The foreman watches the workbench; the panel watches the follow-up.
How do I schedule site survey and measurement appointments?
You assign the appointment to the incoming request from the panel, or send the customer a link to your online appointment page; the appointment syncs both ways with Google Calendar and lands on the phone of the team member going on the site survey. Because the address, contact details and request note are on the record, the “where was it again” phone calls stop. Measurements and facade photos taken on site are added to the same record, so no one has to call the workshop while preparing the quote.
How do I quickly answer “When will my sign be ready?”
Every job is a card on the board, and you can see at a glance which column it is in — design approval, production, assembly order. When a customer writes in, the job card opens right next to the conversation; with a quick reply template you send the answer “your job is in production, assembly is scheduled for this day” in seconds. You set deadline reminders for critical dates like opening day; a delayed job stands out in the overdue jobs view, so the promised day brings no surprises.
Can I track material stock in ÖzgürKod?
Yes. You keep materials such as vinyl, acrylic, LED modules and profiles in the product catalog with their stock quantities. Any material that drops below the critical stock level you set appears as a warning on the dashboard, so you place the order before the supplier shipment stops the workbench. An honest note: ÖzgürKod is not warehouse or accounting software; it does not calculate scrap or integrate with invoicing. The goal is to see the “out of acrylic” surprise days in advance, not in the middle of production.
Is the assembly date sent to the customer automatically?
No. The system does not send messages to customers on its own; you are always in control. Here is how it works: once the assembly date is set, you send the notification with a Meta-approved WhatsApp template in one click — the text is ready, and it takes seconds. If the date changes, you update it the same way; all notifications stay saved in the conversation history. The deadline reminder on the task, on the other hand, works for you: the dashboard reminds your team of assembly day before it arrives.
Where do I store municipal permit documents?
You upload file attachments to each job’s task card: municipal permit, approved artwork, measurement sketch, structural report... Documents are archived together with the job; years later, when a municipal inspection or a renewal comes up, you open the customer card and reach them in seconds. Which sign is waiting on its permit process and which one is fully permitted is tracked through task statuses. On the KVKK (Turkey's personal data protection law) side, access is limited by role-based permissions and logged; documents live in the system, not in a drawer.
Signage & advertising production software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Signage & advertising production software", "Signage & advertising production software", "Signage & advertising production 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
Be ready for opening day, right on time
Free for 7 days, no card details required. On day one, connect WhatsApp, add open jobs to the production board and materials to stock records, and see on the board which delivery is coming up this week.