Software & web agency CRM: from quote to launch the entire project lifecycle in one panel
Software agency software, program and CRM on one platform: Software agency job tracking software, customer management software and sales automation with WhatsApp.
Quotes lost in email threads, support requests in WhatsApp, maintenance payments in a spreadsheet... Set up for your own agency the same organized flow you build for your clients: the quote-revise-Gantt process, monthly maintenance due dates and bug reports all move forward in one panel, fully on record.
Which CRM software should be used for Software agency? ÖzgürKod is a CRM for Software agency businesses: Project quotes, revisions and Gantt flow, maintenance contract payment collection and support requests; your agency operations in one panel. Setup takes minutes; try it free for 7 days.
The familiar struggles of agency founders
There's no time left for process management when you're writing code; quotes, requests and payment collection are scattered across three different places.
Quotes go stale in email threads
The brief comes in, the quote PDF goes out, someone says “let's split out the backend line item”; by the third revision nobody knows which version is current. Quotes left waiting for a reply are never followed up, so projects likely to close quietly go to a competitor.
Support requests evaporate in WhatsApp
A client who finds a bug on the live site messages on WhatsApp in the morning, calls at noon and emails in the evening. If the request never makes it onto the work list, the developer doesn't hear about it; by the time the “I've been waiting three days” complaint arrives, the job has already turned into a crisis.
Maintenance payments happen only when someone remembers
Hosting renewals, the monthly maintenance fee, extra development charges... Which client's payment is overdue, who agreed to what amount — the records sit in a spreadsheet and reminders are left to conscience. Small amounts forgotten one by one add up to a serious pile of receivables by year-end.
Scope creeps silently
“Quick favor” change requests pile up, and work that is not in the contract gets done for free because no one has written down which requests are in scope. The longer the project runs, the more your profit erodes, and no one can point to where it was lost.
Currency confusion on overseas projects
A EUR quote for the client in Europe, a USD invoice for the one in the US; exchange rates, due dates and balances tracked in separate tables. It gets confusing which payment is tied to which milestone; receivables tracking turns into guesswork and profit calculations into a year-end surprise.
Who's on which job, and when is delivery
Work lives in internal agency messages, client requests in WhatsApp groups; the sprint plan lives in people's memories. When two deliveries collide in a busy week, late nights begin; in client meetings, everyone exchanges glances over “who had that job again?”
What does ÖzgürKod do for software and web agencies?
Build the same organized flow you create for your clients into your own sales and project process.
The project journey from first request to maintenance contract
- Gather project requests from web forms, Meta Lead Forms and DMs in a single inbox with source tags; see in reports which channel actually brings in real projects
- Create itemized PDF quotes, present timelines with Gantt; keep every quote moving through In progress → Sent → Revised → Approved so none sits waiting unnoticed
- Manage overseas projects in quotes in USD, EUR or GBP; track milestone payments with partial records, and let AI detect the payment receipt the client sends
- Track monthly due dates for maintenance and hosting contracts in payment tracking; overdue payments appear in the payment collection report, and you send the reminder template with one click
- Turn a bug report from WhatsApp into a task card with one click; assign it to the relevant developer with a checklist, file attachments and deadline notifications
- Let AI classify messages: urgent bug reports stand out, leads asking about prices get labeled; ask “how many support requests did each client send this month” in plain language
A project request from a web form, Meta Lead Forms or DM becomes a client record with a source tag; the chatbot gives the first reply outside business hours, and duplicate records are prevented.
The meeting is scheduled with an online booking page and synced both ways to Google Calendar; if you prefer, it happens as an in-app video call, and AI extracts a summary and the intent of the conversation.
Scope turns into an itemized PDF quote, timeline is presented with Gantt; currency is TL, USD, EUR or GBP, and quote status is tracked on the dashboard.
Every round where the client says “let's drop this item” is recorded with Revised status; once approval comes in, the quote moves to Approved and the scope is clear in writing.
The project splits into cards on a task board: checklists, file attachments, deadline notifications; requests from the client become work cards straight from the inbox.
Pre-delivery checks are closed off in the checklist; the balance payment is tracked with partial payment records, and the delivery notice goes out with one click using a template.
The monthly maintenance fee goes into due date tracking, and overdue payments show in the report; the cross-sell report shows chances for a new module, and the engagement report shows which client has gone quiet.
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 Software agency?
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 Software agency 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.
Software agency program, software or CRM?
Most business owners search for the solution they need as “Software agency program,” “Software agency software,” “Software agency job tracking software” or “Software agency 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 Software agency 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 Software agency
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.
How does a CRM help a software agency?
It brings three scattered processes into one panel. On the sales side, requests from web forms and DMs move through the pipeline, quotes go out as PDF and Gantt and are tracked in a status flow that includes Revised. On the operations side, support requests become task cards from the inbox, and one panel shows who is working on what. On the finance side, maintenance contract due dates and milestone payments are on record; overdue payments appear in the report. Code is your job, tracking is the panel's.
Can I work with overseas clients in foreign currency?
Yes. Quotes are prepared in TL, USD, EUR or GBP; milestone payments are tracked in the same currency with partial records, and receivables are gathered in the payment collection report. Multilingual support also makes overseas clients easier: incoming messages are translated automatically, and you can keep quick reply templates in 8 languages. So English correspondence and EUR balance tracking both live on the same client record; exchange rate and due date information is saved in the panel, not in a spreadsheet.
How do I manage support requests in ÖzgürKod?
A bug report from WhatsApp, Instagram or web chat lands in the inbox; AI classifies the message as urgent or a complaint and brings it to the top. You turn the request into a task card with one click and assign it to the developer with a checklist and deadline; outside business hours the chatbot gives the first reply and hands the conversation to a person if needed. One honest note: ÖzgürKod is not a code repository or a development tool; it organizes client communication and work tracking, and does not touch your code.
Does it remind about maintenance contract payments automatically?
No. The system does not send messages to clients on its own; you stay in control. Here is what ÖzgürKod does: you define the monthly amount and due date for each contract, overdue payments are listed in the payment collection report and appear as alerts on the dashboard. You send the reminder with one click using a Meta-approved WhatsApp template; AI detects the payment receipt the client sends, and it is recorded as a payment once you approve it. There is no online payment collection feature; it keeps a complete record and tracking of your payment collection.
Can customers approve quotes online from the panel?
No. There is no digital signature or online approval feature, and we'll say so honestly. Here's how the flow works: the quote is prepared as a PDF and sent via WhatsApp or email; the customer sends you their approval and you move the quote to Approved status in the panel. The gain is here: which quote has gone unanswered for how many days, which revision it is on, which items were removed — it's all recorded. You see your close rate in the period-over-period sales report.
How do I track the team's workload and delivery dates?
Each project is managed in board, list or card view; tasks have checklist sub-steps, file attachments and due date notifications. Overdue tasks are gathered in the overdue tasks view; customer messages are distributed to the team through round-robin, and with the “team members see only their own customers” permission everyone focuses on their own portfolio. The sales rep performance report shows who closed how many tasks on time; you allocate work by data, not by feeling.
Software agency software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Software agency software", "Software agency software", "Software agency 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
Set up a steady flow from quote to launch
7-day free trial, no credit card required. Connect your channels on day one, move your open quotes and maintenance contracts into the panel; by the end of the week you'll see on a single screen which request is waiting for a reply.