Prefab & steel structure CRM: from m² quote to installation the entire production process in one panel
Prefab steel structure software, program and CRM on one platform: Prefab steel structure job tracking software, customer management software and sales automation with WhatsApp.
Stop losing track of all-day "what's the m² price" questions, production-shipping-installation stages, and communication with out-of-town and overseas customers. ÖzgürKod brings quote requests into one inbox, plans the project with a quote that includes a Gantt timeline, and tracks stages from production to installation; it answers foreign customers in 9 languages and manages shipping coordination on the task board.
Which CRM software should be used for Prefab steel structure? ÖzgürKod is a CRM for Prefab steel structure businesses: From the m² quote to installation: production, shipping and installation stages on a Gantt chart, multilingual support for out-of-town customers, and shipping coordination tracked as tasks. Setup takes minutes; try it free for 7 days.
The familiar pain points of prefab and steel structure manufacturers
Lots of price questions, multi-stage production and far-away customers; when follow-up falls apart, quotes go to waste and installations slip.
“What’s the price per m²?” questions pour in, serious buyers drop off
Dozens of messages asking for the square meter price come in all day; most are just looking, some are serious buyers. While you reply to each one, the customers who will actually place a project get lost in the crowd and go to a competitor if no one follows up.
Production-shipping-installation stages are not visible
One project is in production, one is shipping, one is on site for installation — but which job is at which stage is all in people's heads. When a customer asks "when will it arrive", no one can give a clear answer, and without a schedule every stage runs into the next.
Language barrier with international customers
An export inquiry comes in, but the customer writes in their own language and asks for a CIF price in USD. When the language and currency gap makes it impossible to keep up, a high-volume international order slips away in the very first exchange.
Shipping coordination lost in phone calls
Production is done. Which day does the shipment leave, with which carrier, and when does the assembly team meet the crane on site — all of it gets arranged by phone. One hiccup means the crane waits for nothing and turns into a serious extra cost.
Quote revisions and currencies get mixed up
The customer cut the m², added a floor; now there are different quotes in TL and USD floating around. When it's unclear which quote and which currency is current, shaking hands on an old price is a direct loss for the company.
Progress payments and advances untracked
Did the contract advance come in, when is the production progress payment due, has the balance after installation been collected — it's all in a notebook and in someone's head. On projects with long payment plans, one missed interim payment turns into a serious collection gap at delivery.
What does ÖzgürKod do for prefabricated and steel structure manufacturers?
Beyond general CRM tools: scenarios built for your production and project flow.
From price inquiry to installation: the journey of a prefabricated project
- Collect m² price inquiries from WhatsApp, web forms and Meta Lead Forms in one inbox; let AI flag serious buyers and reply with a standard answer using a quick-reply template
- Plan the project with a PDF quote that includes a Gantt timeline: the dates for production, shipping and installation steps are in front of the customer already at the sales stage
- Set up your pipeline with the stages Quote → Contract → Production → Shipping → Installation → Delivery; see where each project stands at a glance
- Reply to international and out-of-town customers in 9 languages with multilingual support; send quotes in TL, USD, EUR or GBP
- Manage shipping and installation coordination on the task board: shipping card, installation card, crane plan — steps as a checklist, notification to the assigned team
- Define the advance, production progress payment and balance as installments; let AI detect incoming payment receipts and surface overdue payments on the dashboard
An m² price inquiry from WhatsApp, a web form or Meta Lead Forms becomes a customer card tagged with its source; AI flags serious buyers.
The project is planned with a PDF quote that includes a Gantt timeline covering the production-shipping-installation steps; an international customer receives it in USD or EUR, in their own language.
The approved quote moves to the contract stage; advance and progress payment installments are set up for due-date tracking, and the first payment receipt is detected by AI and recorded on the card.
The project moves to the Production stage in the pipeline; production steps are tracked with task cards, progress photos are added to the card, and the customer stays informed.
A shipping task card is opened: carrier, departure date, loading steps as a checklist. For out-of-town and international shipments, coordination runs from the dashboard.
The installation card holds the site address, team, crane plan and installation steps as a checklist; the assigned team gets a notification and installation photos are added.
When installation is complete the project closes and the balance is collected; foreign-currency reports are run. Satisfied contractors get tagged and come back to you first for new projects.
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 Prefab steel structure?
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 Prefab steel structure 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.
Prefab steel structure program, software or CRM?
Most business owners search for the solution they need as “Prefab steel structure program,” “Prefab steel structure software,” “Prefab steel structure job tracking software” or “Prefab steel structure 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 Prefab steel structure 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 Prefab steel structure
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 prefabricated and steel structure company?
In this business the day starts with "how much per m²" questions and continues with a multi-stage production-shipping-installation process. The CRM gathers price inquiries from WhatsApp, web and Meta Lead Forms in one dashboard and flags serious buyers. You plan the project with a quote that includes a Gantt timeline and track every stage from production to installation in the pipeline. You reply to international customers in 9 languages and in foreign currency, and coordinate shipping on the task board. Which buyer is hot, which project is at which stage, which shipment is in conflict — it's all on one screen.
How do I show the customer the production, shipping and installation stages?
In the quote module, you enter the project stages — production, shipping, on-site installation — with their date ranges, and the system adds them to the quote as a Gantt timeline. In the PDF, the customer sees which week production will finish, when the order will ship and when installation will be completed. The project's actual stage is also tracked in the pipeline. If the schedule or scope changes, you move the quote to Revised status and send the updated version, so the "when will it arrive" question gets a clear answer at the sales stage.
Can I send a quote to an overseas customer in their own language and currency?
Yes. The panel supports 9 languages; you can reply to a customer who sends an export inquiry in their own language, and keep quick reply templates ready in different languages. You can generate quotes as PDF files in TL, USD, EUR or GBP, and get currency-based records and reports for payment collection tracking. That way you do not lose high-volume orders from out-of-town and international customers because of language and currency differences. ÖzgürKod is not customs or logistics software; it handles communication, quotes and process tracking.
Does the system automatically schedule the shipping and installation crew?
No. The system does not create scheduled shipments or installations on its own. Here is how the flow works: when production finishes, you open separate task cards for shipping and installation, enter the carrier, departure date, site address, crew and crane plan, and turn the loading and setup steps into a checklist. The assigned crew gets a notification, and critical dates are flagged with a due-date reminder. You plan shipping and installation so they don't overlap, so the crane isn't left waiting. You set up the schedule; the system prevents it from falling apart and clashing.
Does the system calculate steel tonnage, profiles or CAD drawings?
No. ÖzgürKod is not structural calculation, CAD or project drawing software, and that is an honest boundary. You do tonnage, profile selection and technical drawings in your own engineering programs. ÖzgürKod's job is to manage this process commercially and operationally: customer communication, m² quotes, production-shipping-installation stages, shipping tasks and payment collection. You attach the drawing and presentation files you prepare to the customer record and send them with the quote; technical production stays with you, while tracking and sales stay here.
Are project and customer data safe under KVKK (Turkey's personal data protection law)?
Yes. With role-based permissions, sales, production and management work at different authorization levels; a sales rep sees only their own customers, and pricing and payment collection data stay with authorized users. Data access is logged in line with KVKK (Turkey's personal data protection law), so there is a record of who viewed which record and when. Quotes, receipts, drawings and presentation files are stored on the customer record, and bulk campaigns have duplicate blocking and rate limiting in place. You handle data deletion requests from the panel.
Prefab steel structure software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Prefab steel structure software", "Prefab steel structure software", "Prefab steel structure 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
Manage the entire production process, from the price question to installation, in one panel
7-day free trial, no credit card required. On day one, gather your m² price inquiries in a single inbox; by the end of the week you can clearly see which project is at which stage and which shipment is coming up.