For urban renewal consultants and project offices

Urban renewal CRM: from first meeting to handover the whole process in one panel

Urban renewal software, program and CRM on one platform: Urban renewal job tracking software, customer management software and sales automation with WhatsApp.

A process that lasts months, even years; dozens of property owners, constant questions, scattered paperwork and broken communication. ÖzgürKod tracks every renewal project in a long-running pipeline, sends property owners current updates through bulk messaging, keeps documents in one place with a checklist and file attachments, and stores all communication in a sensitive process in an organized, searchable record.

One panelWhatsApp · Web · Meeting record
Long pipelineMulti-stage renewal process
Bulk updatesTo property owners with templates
Quick answer

Which CRM software should be used for Urban renewal? ÖzgürKod is a CRM for Urban renewal businesses: Manage the long-running renewal in a single pipeline, keep property owners informed in bulk, and keep the document checklist and all communication on record. Setup takes minutes; try it free for 7 days.

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Sound familiar?

The familiar pains of urban renewal consultants

A long timeline, many property owners and a sensitive process; when communication and documents scatter, trust erodes and the project gets suspended.

In a long process, it is unclear where the project stands

One project is at the meeting stage, one is at contract, one is in contractor talks; but over a process spread across months, no one is sure where each project stands. When tracking cannot be done from one place, a stalled project quietly sits on hold and property owners grow uneasy.

The same information is given to dozens of property owners one by one

Meeting dates, contractor offers, the latest status of the process — explaining the same information to thirty or forty property owners one by one is impossible. When it is told to one person and not another, misunderstandings arise and trust — the foundation of the process — erodes.

Documents are scattered and missing ones go untracked

Different documents are requested from each property owner; one has submitted theirs, another has not, and it gets confusing which are missing. A single missing document can hold up the whole process, yet there is no organized place showing what was requested from whom.

Communication history is lost and “you said” arguments break out

In a sensitive process, a detail discussed months ago is something nobody remembers clearly later. Because correspondence is spread across different channels, “you said this” arguments come up; with no single record to look back on, trust takes a hit.

Information gets lost between the contractor and unit owners

An offer from the contractor doesn’t reach the unit owners on time, and the owners’ questions are passed on to the contractor incompletely. When the consultant acting as the bridge between the two sides misses messages because communication is scattered, the process stalls.

The same questions keep coming up

“How long does the process take,” “what stage are we at,” and “what documents are needed” come in from different property owners all day long. Answering from scratch every time eats up the consultant's time, and without ready-made replies and regular updates, the same work gets done over and over.

For Urban renewal consulting

What does ÖzgürKod do for urban renewal consultants?

Scenarios built for your long-cycle renewal flow, on top of general CRM tools.

From first meeting to handover: the journey of the renewal process

  • Track every renewal project in a long pipeline with the stages First Meeting → Meeting → Contract → Contractor Meeting → Process Tracking → Handover
  • Tag unit owners by project and building; send current developments to everyone at once with bulk announcements using a Meta-approved template
  • Send meeting and process updates to the relevant owners with the campaign module; the duplicate barrier prevents double messages to the same person
  • Track the documents requested from each unit owner as a checklist; upload documents to the card as file attachments so missing items are visible at a glance
  • Collect contractor and unit owner correspondence from WhatsApp and the web in a single inbox; keep every communication on the project card with a source tag
  • Answer frequent “how long will it take” and “what stage are we at” questions quickly and consistently with quick reply templates
Renewal process pipeline — ÖzgürKod CRM
1
First meeting

A lead from WhatsApp, Instagram or a web form becomes a customer card tagged with its source; the project is opened and the relevant unit owners are linked by building.

2
Unit owners meeting

Meeting details are sent to the relevant owners in bulk with the campaign module; everyone gets the same information at the same time, and meeting notes are added to the project card.

3
Document collection

The documents requested from each unit owner are tracked as a checklist; incoming documents are uploaded to the card as file attachments, and missing items are visible at a glance.

4
Contract stage

The project is moved to the Contract stage in the pipeline; process steps are tracked with tasks, and all correspondence and decisions are kept on record on the project card.

5
Contractor meeting

The contractor’s offer and developments are collected on the project card; they’re shared with owners through bulk announcements, so the bridge between the two sides holds together.

6
Process tracking

The project moves along the pipeline over a long period; frequent questions are answered with quick reply templates, and current status is shared regularly through bulk announcements.

7
Delivery

When the process is complete, the project is closed and all communication and documents stay in the archive. Satisfied unit owners and buildings are tagged and treated as references.

WhatsApp and Instagram

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.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

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.

No separate tools to set up

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.

Try free for 7 days

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.

Channels and connections

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 →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Urban renewal?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Urban renewal choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. 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.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. 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.
  5. 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.

Urban renewal program, software or CRM?

Most business owners search for the solution they need as “Urban renewal program,” “Urban renewal software,” “Urban renewal job tracking software” or “Urban renewal 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 Urban renewal 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.

Urban renewal softwareUrban renewal softwarecustomer management softwarejob tracking softwareUrban renewal otomasyonu
Comparison

Method comparison for Urban renewal

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
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
Urban renewal for

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.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What is a CRM for in urban renewal consulting?

Urban renewal is a sensitive process that stretches over months, involves dozens of unit owners and depends on trust. A CRM shows every project in a long-cycle pipeline; you see at a glance which project is at which stage. You send current developments to unit owners through bulk announcements, track documents with checklists and file attachments, and keep all communication on record on the project card. Which project is behind, which document is missing, who was told what — it’s all on one screen, organized and searchable.

Does ÖzgürKod handle the legal and official procedures of urban renewal?

No. ÖzgürKod is not a legal consulting tool and is not integrated with official government systems — that’s an honest limit. The system is only a CRM and communication tool: it organizes correspondence with unit owners, process stages, document tracking and bulk announcements. Procedures that require regulation, official applications and legal decisions fall within your expertise and the processes of the institutions you work with. ÖzgürKod handles the in-house organization, customer communication and record-keeping of this work; it does not produce legal opinions or run legal processes.

How do I send the same information to dozens of unit owners in one go?

You tag property owners by project and building. When something happens — a meeting date, a contractor's quote, or the latest status of the process — you open the campaign module, select the relevant owner segment, and send the bulk update in one go with a Meta-approved template. Everyone gets the same information at the same time, so misunderstandings caused by telling one person but not another come to an end. Duplicate protection prevents double messages to the same person, and rate control keeps sending safe. Replies and questions from owners land in the inbox.

Does the system send process steps and updates automatically?

No. The system does not send scheduled messages on its own. The right flow works like this: when something happens in the process — a meeting, a document request, a contractor's quote — you open the campaign module, select the relevant owner segment, and send the bulk update. You plan process steps with task cards and track missing documents in a checklist; upcoming deadlines are flagged with a reminder. You decide when the update goes out and to whom; the system prevents it from falling apart, being skipped, or history getting lost.

Can I keep all communication in a sensitive process on record?

Yes. This is one of the most critical needs in this industry. ÖzgürKod works with the official WhatsApp Cloud API; you can also connect multiple numbers with the QR method. All correspondence with property owners and contractors collects on the project card, tagged by source. Months later, the answer to “what did we discuss” or “which document was requested” opens from a single record, and arguments over “you said this” come to an end. With message assignment, the owner of every conversation is clear, and team members only see the projects they are authorized for. History stays organized and searchable.

Are property owner and project data safe under KVKK?

Yes. With role-based permissions, consultants, office staff, and management work at different permission levels; consultants only see the projects they are authorized for, and sensitive data stays with authorized users. Data access is logged in line with KVKK (Turkey's personal data protection law); who viewed which card and when is on record. Property owners' documents, correspondence, and meeting notes are stored on the project card; duplicate protection and rate control are active for bulk updates. You handle data deletion requests from the panel. In a sensitive process, data order is the foundation of trust.

Urban renewal software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Urban renewal software", "Urban renewal software", "Urban renewal 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.

Run a long transformation process in order from start to finish

Free for 7 days, no credit card required. Move your projects and property owners into a single panel on day one; by the end of the week, see clearly which project is at which stage and which documents are still missing.