Warehouse & bonded warehouse CRM: from availability question to contract every customer in one panel
Warehouse & bonded warehouse software, program and CRM on one platform: Warehouse & bonded warehouse job tracking software, customer management software and sales automation with WhatsApp.
An exporter asking “Do you have room for 500 pallets?”, an e-commerce company about to renew its contract, a customer sending a truck in the morning. Gather all your correspondence in one inbox, move quotes to approval by link, and put receiving and shipping work on the task board and monthly fees on the payment plan. Your rack, lot and inventory operations stay in your own warehouse software.
Which CRM software should be used for Warehouse & bonded warehouse? ÖzgürKod is a CRM for Warehouse & bonded warehouse businesses: Pallet and space availability questions, quotes approved by link, goods receipt and shipment tasks, and monthly payment plans in one panel. Setup takes minutes; try it free for 7 days.
The familiar headaches of warehouse operators
The racks, forklifts and shipping schedule are in place; the customer side, however, is scattered across phone, email and three separate WhatsApp accounts.
Clear answers to availability questions arrive late
The question “How many pallets do you have free?” goes to the warehouse supervisor first, then out to the floor; by the time the answer comes back, the customer has already called two more competitors. A customer looking for urgent space signs with whoever gives the first clear answer.
Goods receipt requests get lost among messages
A message saying “Two trucks are coming tomorrow” lands on WhatsApp in the evening; if it doesn’t make it onto the dock plan, two trucks wait at the door at the same time in the morning. The customer bills the waiting time to the warehouse — in money, if not in trust.
Quotes are not standardized, past prices are lost
Per pallet, per m², handling included/excluded... Every quote is prepared in a different format; which terms were given to which customer are scattered across emails. Not being able to find the old price during a renewal conversation loses the negotiation before it starts.
Monthly invoices ignore due dates
Storage, handling and add-on service invoices are issued every month; payments, however, are irregular. Which customer is how many months behind, who has sent a receipt — when the Excel sheet cannot be kept up to date, a high-volume customer's accumulating balance is noticed late.
Contract end dates arrive quietly
Annual storage contracts' end dates are not on the calendar; when the term expires without a renewal conversation, the customer starts collecting prices from the market. The occupancy plan and financial forecast are also shaken by departures learned at the last minute.
Customer history lives on the operations chief's phone
What was discussed with which customer, which special terms were given, which complaint came in — all of it is on personal phones. When the chief goes on leave, the customer asks "isn't there anyone I told everything to?" — corporate memory leaves with the shift.
What does ÖzgürKod do for warehouse operators?
Not general promises; real scenarios that fit the rhythm of the ramp, the racks and the monthly invoices.
The customer journey from availability inquiry to annual contract
- For availability and price questions, have AI analysis flag urgency and purchase intent; prepare the quote by selecting space, pallet and handling items from the service catalog, and send it by link
- Put goods receipt and shipment requests on the task board: date, time, vehicle and ramp note, owner; the day's work stays hour by hour in calendar view, and upcoming deadlines drop in as notifications
- Track quotes through the Preparing → Sent → Approved / Rejected / Revised flow; create them in TRY, USD, EUR or GBP, and keep a record of which terms were offered to which customer
- Set a next follow-up date on the customer record before the contract ends; due records appear in the follow-up list, and you start the renewal conversation based on your occupancy plan
- Add the monthly storage fee to the deal as a payment plan; overdue installments get flagged, send the reminder with a quick reply template; if iyzico or PayTR is connected, send a payment link
- Assign customers to sales reps; by default, team members only see their own customers, conversations stay in the company dashboard, and only the company owner can export the customer list
A space/pallet inquiry from WhatsApp or web chat lands in the customer record with its source; product type, volume and duration requirements are added to the record as a note.
The requirement is clarified, a warehouse visit is scheduled as an appointment, and special terms and requests accumulate as notes on the record.
A quote with storage, handling and extra service line items is sent as a link; the customer approves it with a signature or rejects it with a reason.
The approved quote turns into a deal: a sales rep is assigned, the monthly fee is added to the payment plan, and a follow-up date is set for the renewal conversation before the end date.
Goods receipt and shipment requests move through the task board with date and time; customer questions are answered from a single inbox with quick reply templates.
Overdue installments in the payment plan get flagged, overdue receivables are separated on the Payments screen, and you send the reminder using a template.
Customers whose follow-up date is due stand out in the list; customers with no contact for a long time appear among the inactive ones in the metrics, and an extra service is prepared as a new quote.
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.
Explore the solution built for your field
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 Warehouse & bonded warehouse?
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 Warehouse & bonded warehouse 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.
Warehouse & bonded warehouse program, software or CRM?
Most business owners search for the solution they need as “Warehouse & bonded warehouse program,” “Warehouse & bonded warehouse software,” “Warehouse & bonded warehouse job tracking software” or “Warehouse & bonded warehouse 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 Warehouse & bonded warehouse 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 Warehouse & bonded warehouse
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 warehouse and bonded warehouse business?
It brings customer conversations, the quote flow and monthly payments together in one dashboard: with AI analysis enabled, conversations with high urgency and purchase intent stand out, quotes are approved via a link, goods receipt requests are added to the task board, and overdue installments show in the payment plan. To be clear: ÖzgürKod is not a WMS or inventory management system; your rack, lot and barcode operations continue in your existing software. ÖzgürKod is the layer that organizes the customer relationship and sales side.
Will I manage warehouse occupancy and inventory data in this system?
No. ÖzgürKod is not a WMS that keeps your warehouse's rack- and lot-level inventory records, and it does not produce bonded warehouse customs declarations either. The problem it solves is this: giving a customer who asks about availability and pricing a fast, recorded and consistent response. The request lands in the record, your quote is prepared with catalog line items and sent as a link, and a PDF is generated from the print view. You can use the product and service catalog as the price list for your storage and handling services; physical inventory stays in your WMS.
How do I streamline goods receipt and shipping requests?
A customer message like "two vehicles are coming tomorrow" is turned into a task with a date and time: with the number of vehicles, the dock note and the person responsible. The operations team sees the day's list on the task board or in the calendar view; work with an approaching deadline appears as a notification on the dashboard. The completed task is checked off, and you inform the customer that goods receipt is complete using a quick reply template. Evening messages don't turn into morning surprises.
Does it send automatic reminders for monthly invoice due dates?
No payment reminder is sent to the customer automatically. Here is how it works: the monthly fee is added to the deal as a payment plan; overdue installments get flagged in the deal, and overdue receivables are separated on the Payments screen. If you have turned on the morning briefing, receivables due that week are summarized for the manager on the dashboard and by email. You send the reminder message using a quick reply template; bulk notifications to multiple customers go out with an approved WhatsApp template. If you have connected your iyzico or PayTR account, you can also send a payment link.
How do I avoid missing contract renewals?
An approved deal has no separate contract end field or automatic renewal reminder; you manage renewals with follow-up dates. You set the next follow-up date on the customer record a day before the contract ends, or you open a task with a deadline for the owner; the record that comes due lands on the follow-up list, and the task lands on notifications. You prepare the renewal quote with current terms; since old quotes and deals stay on the record, you have the upper hand in negotiations.
We have multiple locations. Can I manage them from one dashboard?
Yes. You connect multiple WhatsApp numbers (Cloud API or QR code; the number of QR-code lines depends on your plan) to the same message center. You separate customers by location with tags; new leads can be distributed to team members round-robin or weighted. By default, team members only see customers assigned to them, while management monitors all. The dashboard does not offer separate reports by location.
Warehouse & bonded warehouse software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Warehouse & bonded warehouse software", "Warehouse & bonded warehouse software", "Warehouse & bonded warehouse 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
Answer the next availability question before your competitor does
7-day free trial, no credit card required. Connect WhatsApp on day one, move your open quotes and monthly payment plans into the dashboard; see the difference at month's end.