Virtual office & secretarial CRM: subscriptions, mail and bookings in one panel
Virtual office software, program and CRM on one platform: Virtual office job tracking software, customer management software and sales automation with WhatsApp.
Keep subscription due tracking, incoming mail and courier notifications, meeting room bookings and new company formation requests from getting scattered. Track subscription due dates, notify customers with a template when mail arrives, link bookings to your calendar, and track formation leads in your pipeline. AI-assisted customer management.
Which CRM software should be used for Virtual office? ÖzgürKod is a CRM for Virtual office businesses: Subscription payment due tracking, incoming mail and courier notifications, meeting room bookings and company formation leads in one panel. Setup takes minutes; try it free for 7 days.
The familiar struggles of virtual office businesses
Multiple customers, a constant flow of mail, subscriptions coming due and room bookings, all managed at once; a single scattered record means confusion.
Subscription due dates slip through the cracks
Dozens of customers have monthly, quarterly and annual packages ending on different dates. Who ends when, who renewed and who is late is scattered across Excel; when an overdue subscription goes unnoticed, you lose revenue and the customer relationship drags.
Incoming mail and courier notifications stall
Courier packages, notices and mail keep arriving on behalf of customers, and each one has to be relayed to the right customer. Which item belongs to whom, who was notified and who wasn't, can't be tracked; a notice relayed late means a serious problem for the customer.
Meeting room bookings clash
Meeting room requests come by phone, WhatsApp and in person, and are kept scattered in a notebook. Overlapping times, the same slot given to two customers, forgotten bookings... A muddled room calendar creates embarrassment in front of customers.
“Did I get anything?” traffic
Customers keep calling: is there a package for me, has a notice arrived, did my document get through. The same question repeats all day long; records are checked for every call, the same information is given over and over, and the secretarial team can't focus on its real work.
Company formation requests go untracked
New entrepreneurs call about formation and legal addresses, ask for prices, say “let me think about it” — and then nothing. Because who called when, which package was discussed and who needs a callback aren't recorded, no follow-up happens; a hot formation opportunity goes cold.
Customer information and handover chaos
Which customer has which package, which contact person and which preferences live in team members' heads or scattered notes. When a secretary changes, the handover is verbal; customer history stays tied to a person, so the newcomer has to learn from scratch.
What does ÖzgürKod do for virtual office businesses?
Not generic promises; real scenarios that fit your subscription tracking, mail flow and room bookings.
The client journey from first request to regular subscription
- Set due dates for package subscriptions; subscriptions nearing and past their due date are listed in the panel and the overdue work view every morning, and you can send the renewal notice with a template in one click
- Notify the right customer about incoming mail and courier packages in one click with a quick reply template; which item belongs to whom and who was notified is clear on the card, so no notice is ever late
- Manage meeting room bookings with an online appointment page and Google Calendar sync; no clashing slots or forgotten bookings, and notify the customer of the booking time with a template
- Track new company formation and legal address requests in your pipeline: the Meeting → Quote → Contract stages, a PDF quote template and a status flow, so no lead goes untracked
- Let AI detect incoming document and receipt images; track a client’s package payments in installments with due-date tracking, and log a forwarded receipt into the payment record with one click
- A chatbot you build with the visual flow builder answers package questions 24/7; assign clients to secretaries, and protect client information with role-based permissions and access logs, with KVKK (Turkey's personal data protection law) in mind
A client asking about packages or company formation reaches you via WhatsApp, a web form or Instagram; they become a card with a source tag, and the chatbot answers package and process questions 24/7.
You discuss the client’s needs and send the virtual office or company formation package with a PDF quote template; the quote status (Sent → Approved/Revision requested) is tracked in the flow.
A card is opened for the client who has agreed: the package type and authorized contact are entered, the company formation process is tracked with tasks, and a responsible secretary is assigned.
The package due date is recorded on the card; legal address and secretarial services begin, all communication is collected on the client card, and role-based access is defined.
Incoming documents and packages are announced to the client with a template; meeting room bookings are scheduled with Google Calendar sync, and AI detects incoming images.
Subscriptions coming due are listed on the dashboard; renewal notices go out with one click using a template or as a campaign to the relevant segment, and payments are tracked with due-date tracking.
The loyalty report shows clients who renew regularly; additional service announcements go out through the campaign module, and company formation requests that come from referrals are measured with a source tag.
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 Virtual office?
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 Virtual office 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.
Virtual office program, software or CRM?
Most business owners search for the solution they need as “Virtual office program,” “Virtual office software,” “Virtual office job tracking software” or “Virtual office 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 Virtual office 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 Virtual office
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 virtual office and secretarial service?
It brings client communication, package subscription due dates, incoming document notifications and meeting room bookings together on one dashboard: requests from WhatsApp and the web collect on the client card, subscription due dates are tracked on the dashboard, and bookings are scheduled with Google Calendar sync. To be clear: ÖzgürKod is not an official company registration or records system; the official company formation steps are carried out with the relevant authorities. ÖzgürKod organizes the side around the service — communication, subscription tracking, document notifications and bookings.
How do I track package subscription due dates?
You set a date for each client’s package and due date; subscriptions coming due and overdue are listed every morning on the dashboard and in the overdue items view. You send renewal notices with one click using a quick reply template, or in bulk through the campaign module to the segment of clients whose subscriptions are due. You track package payments in installments with due-date tracking, and AI detects the receipts that are sent. Instead of searching Excel for which subscription is due when, you see it all on one screen.
Does the system automatically notify clients about incoming documents and packages?
No. Let us be clear: ÖzgürKod does not send automatic messages on its own. When a package or notice arrives for a client, you notify that client with one click using a quick reply template — notifications are manual and under your control. Which document belongs to whom, and who was notified, is clearly recorded on the client card; duplicate-send protection prevents sending the same client two messages. This way, documents waiting for notification stay visible, and there is no confusion over who has been informed and who has not.
How do I manage meeting room bookings?
You manage bookings with the online appointment page and Google Calendar sync; the client sees available slots, and overlapping times and forgotten bookings are prevented. You confirm the booking time with the client with one click using a quick reply template. You also collect room requests from WhatsApp, phone and in person on a single calendar; two clients never land on the same slot, and room usage stays organized.
How do I track new company formation requests?
You track formation and registered address requests in the pipeline: stages like Consultation, Quote and Contract show at a glance where each lead stands. You send packages and fees with a PDF quote template and follow their status (Sent, Revision, Approved) in the flow. Who called when, which package was discussed and who to call back stays on record; duplicate protection stops the same lead from being opened twice. So hot formation opportunities don’t fade away untracked.
How do I connect the business’s WhatsApp line, and can the team work from the same line?
Yes. You connect your business line through the official WhatsApp Cloud API, and with the QR method you can add multiple numbers to the same panel. All conversations are recorded on the customer card, several front-desk staff can chat from the same line at the same time, customers are distributed by assignment, and access is logged with role-based permissions — which strengthens your position on KVKK (Turkey’s personal data protection law). Outside business hours, a chatbot you build with the visual flow builder answers package and process questions and hands over to the front desk when needed. Instagram and web forms are also gathered in the same inbox.
Virtual office software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Virtual office software", "Virtual office software", "Virtual office 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.
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Get your subscriptions and document flow in order
7-day free trial, no credit card required. Connect WhatsApp on day one, move your subscription due dates and room bookings to the panel, and see the difference at the end of the month.