Water treatment CRM: from filter cycles to dealer networks sales and service in one panel

In water treatment, the sale happens once, but filter replacement continues for the life of the device; a CRM records this cycle. Survey requests are collected in a unified inbox, appointments sync with Google Calendar, and installation and service jobs move along the task board. Every installed customer gets a filter label, so when the period is due you can list them in the campaign module and reach them all with a single message. Dealer price lists and orders sit in the same panel, and stock alerts fire at the critical level.

No. The system does not send scheduled messages on its own — that is an honest limit. Here is how the right setup works: at installation, you give the customer a label such as “filter 6 months.” When the period arrives, you open the campaign module and target by label and last-contact date — for example, “tagged filter 6 months, no contact for 5 months” — then send the announcement in one click with a Meta-approved template. Duplicate protection, rate control and automatic pause on error rate keep the send safe.

Your dealers are separated in a B2B segment with a “dealer” label; dealer-specific price lists are kept in the product catalog, and who works with which discount is on record. Orders from Telegram or WhatsApp are tracked with separate operation status (preparing, shipped, delivered) and payment status (pending, partial, completed); the delivery note is logged. Month-end reconciliation is done with the order and payment history on the card — not by hunting for prices in old messages.

Every job is a task card: the address, device model, work to be done and required materials sit on the card as a checklist. Jobs are assigned in order by round-robin or routed manually by region; with the “staff see only their own customers” rule, each technician can access only their own list. The customer gets the message “our technician will be at your address tomorrow between 14:00 and 16:00” with a template in one click. Finished jobs are closed with a photo; overdue jobs stand out on the dashboard.

Yes, at a basic level. Devices, filter sets and membranes sit in the product catalog with categories; stock is reduced by sales and installations, and items that fall below the critical level raise an alert on the dashboard. Supplier cards record which product you bought from whom, along with contact details; delivery notes are kept for dealer shipments. ÖzgürKod is not warehouse or accounting software; the aim is not to get caught without stock in campaign week or on installation day.

Yes. Addresses, phone numbers, device and payment records are stored with KVKK (Turkey's personal data protection law) requirements in mind; with role-based permissions, technicians see only the information for jobs assigned to them, and dealer prices and payment collection data stay with authorized users. Access is logged; you handle data deletion requests from the dashboard. In filter campaigns, duplicate blocking prevents a second message to the same person, and rate limiting keeps sending safe.

In practice they describe the same need. Businesses usually search for "Water treatment software", "Water treatment software", "Water treatment 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.