Smart home & automation CRM: from site survey to installation and support the whole project in one panel
Smart home & automation systems software, program and CRM on one platform: Smart home & automation systems job tracking software, customer management software and sales automation with WhatsApp.
Someone watches your scenario video on Instagram and comments "price?"; the site survey happens, the quote stays verbal, the installation date is forgotten, and after setup the "my lighting scenario doesn't work" message gets lost. ÖzgürKod links the inquiry to a site survey appointment, the survey to a PDF package quote, and the approval to an installation plan with a checklist; after-sales support requests are also assigned to your team in the same inbox.
Which CRM software should be used for Smart home & automation systems? ÖzgürKod is a CRM for Smart home & automation systems businesses: Discovery appointments in the calendar, scenario and package quotes in PDF, installation in the task plan, and after-sales support in a single inbox. Setup takes minutes; try it free for 7 days.
The problems automation companies face every day
The sale is a persuasion process that takes months, the installation is a multi-step project, and after that comes lifetime support: none of the three runs well without records.
Instagram interest never turns into a site survey
Scenario videos get thousands of views and dozens of "price?" comments underneath; but the longer you wait to respond, the more the interest fades. There is no way to track which commenter was answered or who asked for a site survey; the showroom is full, the calendar stays empty.
Quotes are verbal and scattered
The site survey is done and the items are read out over the phone in the evening; prices for lighting, blind and security packages are never written down. When the customer talks it over with their spouse, they have no document to compare; and if they find it expensive, there is no basis for negotiation.
Surprises on installation day
The team goes to the house; a module is missing, the electrician has not finished the wiring, the customer is not home. When a multi-step installation is squeezed into a one-line note, every installation day opens with a small crisis.
After-sales support gets lost
Messages like “My scenario isn’t working” and “The app won’t connect” go to the personal phone of the installer who set the system up. If the installer is on leave, the customer goes days without an answer; a relationship that started with satisfaction gets damaged at the support stage, and the referral chain breaks before it even begins.
Module and device stock is unknown
Just as the approved project is about to start, the key module turns out to be out of stock, and the imported product takes weeks to arrive. Without a list showing how many of each device are left, promising a delivery date becomes a risk.
Customers are forgotten in long decision processes
A smart home decision takes weeks, sometimes months; nobody ever gets back to the customer who said "we'll think about it". A customer who finishes their renovation and is ready for installation goes with another company they talked to in the meantime, because no one remembered them.
What does ÖzgürKod do for smart home and automation companies?
Flows built on top of general CRM tools that fit your project sales and installation process.
From first question to after-sales support: the project flow
- Collect Instagram comments and DMs in a unified inbox; with comment automation, the first reply to a "price?" comment goes out by DM, and AI tags the hot lead
- Take site survey appointments through an online booking page; appointments sync two-way with Google Calendar, and survey notes are saved to the customer record
- Send lighting, blind and security scenarios as a package PDF quote; track Sent → Approved / Revised status in the pipeline
- Turn installation into a task plan: wiring check, module installation, scenario setup, training — steps as a checklist, with owners and dates on the record
- Assign after-sales support requests to your team by round-robin; keep the installed system's device list and scenario notes on the customer record
- Track modules and devices in the product catalog; with critical stock alerts, plan the order from the supplier record before the imported product runs out
A question from an Instagram comment, DM, WhatsApp or web form becomes a customer record; the source tag shows which video brought in business.
The survey day is picked from the online booking page and synced two-way with Google Calendar; address and expectation notes are saved to the record.
Based on the survey, packages are presented in an itemized PDF quote; kept in TL or foreign currency, and revision requests are versioned on the same record.
The approved project turns into an installation task plan: wiring, module, scenario and training steps as checklists on records, with notified dates.
The team closes deals right from the card; the devices used are deducted from stock, and missing modules show up in advance with a critical stock alert.
When installation is complete, the scenario list and device inventory are recorded on the customer card; usage guidance is sent with a template.
Support messages land in the same inbox, AI classifies them, and they are assigned round-robin; new product announcements go out as a campaign to the segment of installed customers.
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 Smart home & automation systems?
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 Smart home & automation systems 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.
Smart home & automation systems program, software or CRM?
Most business owners search for the solution they need as “Smart home & automation systems program,” “Smart home & automation systems software,” “Smart home & automation systems job tracking software” or “Smart home & automation systems 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 Smart home & automation systems 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 Smart home & automation systems
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 smart home and automation company?
A smart home sale is a long process: interest starts on Instagram, matures with a site survey, is settled with a quote, delivered with installation, and continues with support. The CRM keeps this chain in one panel: comments and DMs in the inbox, survey appointments synced with Google Calendar, packages as PDF quotes, and installation with a task plan that has a checklist. Because the device and scenario information for the installed system stays on the customer card, support requests also connect to the context in seconds.
How do I present scenario and package quotes?
After the survey you prepare packages with their line items in the quote module: a lighting scenario, curtain automation, a security package, and so on. You send them to the customer as a PDF; the quote moves through Preparing → Sent → Approved / Rejected / Revised, and for projects that are mostly imported products it is kept in USD or EUR. Revision requests are versioned on the same card; the question "what was in the first quote?" is answered by a dated record. Approval is recorded with the customer's written reply in the conversation.
When the installation date arrives, does the system automatically send the customer a reminder?
No. The system does not send scheduled messages on its own. The installation plan lives on task cards and the due-date notification goes to your team; before installation you send the "our team will be at your address at 10:00 tomorrow" message yourself with a ready-made template in one click. In the same way, you send notices with a template for steps expected from the customer, such as preparing the infrastructure. The timing and content of the message always stay under your team's control; no message goes out on the wrong day.
How do I manage post-sales support requests?
A "My scenario isn't working" message lands in the company inbox instead of the installer's personal phone. AI classifies the message as a support request and assigns it round-robin to an available technician. Because the customer record holds the devices used at installation, the scenario list and previous support conversations, the technician sees the context in seconds. Solution steps are tracked on the task card, and common questions get quick-reply templates. A video call can also provide a first remote check.
Can I track contractors and multi-unit housing projects separately?
Yes. You segment contractors and B2B customers with the "corporate" tag; multi-unit projects move forward as separate opportunities in the pipeline, and per-unit package prices are kept in the price lists in the product catalog. Progress payments and staged payments are recorded in payment tracking; receipts stay on the card. The project delivery schedule is presented in the quote with a Gantt chart; period reports show revenue for the individual and corporate segments separately.
Is customer and home information safe under KVKK (Turkey's personal data protection law)?
Yes. Addresses, contact details, installed device lists and payment records are stored in line with KVKK requirements; with role-based permissions, technicians see only the information for jobs assigned to them, and pricing data stays with authorized users. Access is logged, and data deletion requests are handled from the panel. All data, including sensitive notes about home security, is kept under permissions; duplicate prevention and rate control are active in campaigns.
Smart home & automation systems software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Smart home & automation systems software", "Smart home & automation systems software", "Smart home & automation systems 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
Bring the whole project, from survey to support, into one panel
7-day free trial, no credit card required. Connect Instagram and WhatsApp on day one; send your first package quote as a PDF the same week.