CRM for Instagram & WhatsApp sellers: every DM order on record, every receipt in place

If you sell through DMs, you know the three nightmares: mixed-up orders, lost payment receipts, and endless “where is my package?” messages. CRM solves all three. DMs and WhatsApp land in one inbox. An agreed sale becomes an order record with size, color and address details. AI detects a bank transfer receipt and matches it to the order. Shipping info goes out in one click with a ready-made template. Sales stop being a mess on your phone, and order keeps pace as your account grows.

Instagram DM, WhatsApp and TikTok DM conversations land in the unified inbox, and each conversation is linked to a customer record. When a sale is agreed, you open an order record right from the conversation: product, size, amount, invoice and delivery address in one form. Each order is tracked with two statuses: on the operations side preparing/shipped/delivered, on the payment side paid/pending/cash on delivery. AI summarizes long negotiation threads, so “what size did we agree on?” takes a second to find in the history.

Yes — AI detects a receipt sent as an image on WhatsApp, alerts you, and suggests adding it to the payment record of the related order. The final say is always yours; the system does not stamp anything as “paid” on its own. It does not access your bank account and does not verify that the money actually arrived; that check stays with you. What it does save you: no more wondering which receipt belongs to which order among a hundred images, no packages shipped before payment arrives, and no customers kept waiting after they have paid.

No, and let’s be honest: there is no integration with courier companies, and the system does not send messages by itself. Here is the flow: when you hand the package to the courier, you enter the tracking number on the order and send it to the customer in one click with a ready-made Meta-approved template — the “your order has shipped, tracking no: ...” text is ready, so you don’t type it one by one. This small step prevents most “where is my package?” messages. Post-delivery thank-you and review messages go out the same way, by template and under your control.

Cash-on-delivery orders are tracked with a separate payment status, and you add a tag to the record of a customer who refused the package. When the same person orders again, their history is right in front of you — duplicate customer protection merges records when the phone number matches, which makes ordering under a different name harder. For orders you consider risky, you decide whether to ask for a bank transfer, with the information at hand. The system never blocks anyone automatically; the decision and the flexibility are yours, and the record and the memory stay in the panel.

With message assignment, incoming conversations are distributed to the team in round-robin order, or you assign them manually. In “team members see only their own customers” mode, your assistant sees only the conversations assigned to them and cannot access your full customer list. With role-based permissions, you decide who sees reports and settings; who viewed which record is logged in a KVKK-compliant way. If an assistant leaves, you close their account — your customer base stays in your panel, not on their phone.

In practice they describe the same need. Businesses usually search for "Instagram seller software", "Instagram seller software", "Instagram seller inventory and sales 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.