PVC window & façade CRM: from measurement survey to installation the whole sales process in one panel
PVC window and façade software, program and CRM on one platform: PVC window and façade job tracking software, customer management software and sales automation with WhatsApp.
Measurement survey appointments, price questions across different series and profiles, contractor projects mixed up with individual jobs, installation crews and warranty records — keep them from scattering. ÖzgürKod manages survey appointments with Google Calendar, sets up series and profile price lists in the catalog, segments contractor and individual customers; it assigns installation tasks on the board and keeps warranty details in customer card notes.
Which CRM software should be used for PVC window and façade? ÖzgürKod is a CRM for PVC window and façade businesses: From measurement survey to installation: series and profile price lists, contractor and individual customer separation, installation crew tasks and warranty records in one panel. Setup takes minutes; try it free for 7 days.
The familiar pains of window and façade companies
Measurement surveys, series and profile differences, contractor and individual jobs getting mixed up; when follow-up scatters, both quotes and installation fall behind.
Measurement survey appointments get mixed up
There are measurements to take at several addresses, and no one knows who is going to which neighborhood on which day. Two surveys get booked for the same time and one is forgotten; the surveyor makes a wasted trip and the customer gets a quote from another company when the survey is delayed.
Series and profile prices are scattered
Different series, different glazing packages, different profiles — each price sits in a separate place. When a customer asks “which series insulates better, what's the difference,” prices are looked up one by one, and a misremembered figure goes straight to the bottom line.
Contractor and individual jobs get tangled
A contractor gets pricing for a 48-unit project, an individual gets pricing for a single window; but when both get mixed up in the same list, the wrong price is sent. Giving contractor pricing to an individual — or the reverse — shakes both trust and profit.
No coordination between installation crews
Profiles are cut and glazing is ready; but it's unclear which crew is going to which address on which day. Two jobs land on the same day and one address sits empty; every hiccup stretches the installation schedule by days.
Warranty records are lost
A customer calls asking “I had it installed 2 years ago — is there a warranty?” but there's no record anywhere of when, which series or under what terms it was installed. Without warranty records, either a free service is given unfairly or a customer who is in the right is left out in the cold.
Deposit and balance untracked
Was the order deposit received, was the balance collected after installation, when is the contractor progress payment due — it's all in the ledger. With many jobs running at once, one missed balance turns into a serious collection gap at month end.
What does ÖzgürKod do for window and façade companies?
On top of general CRM tools, scenarios built for your measurement-sales-installation flow.
From first inquiry to warranty: the life of a window job
- Take measurement survey appointments through an online booking page; with two-way Google Calendar sync they land in the surveyor's agenda, with no overlaps
- Set up series, profiles and glazing packages with price lists in the product catalog; give customers the right series difference and its price instantly from one place
- Separate contractor and individual customers with segments; each group gets its own price list, eliminating the risk of sending the wrong price
- Manage installation jobs on the task board: each installation is a card — address, crew, number of windows, checklist of installation steps, attached installation photos
- Keep warranty details in customer card notes: installation date, series, warranty period; when the customer calls, the whole history opens from a single record
- Define the deposit and balance as installments; let AI detect incoming payment receipts, overdue collections stand out on the dashboard and contractor progress payments be tracked
A window inquiry from WhatsApp, Instagram or a web form becomes a customer card tagged with its source; whether the customer is a contractor or an individual is set from the start.
The customer picks a measurement visit time on the online booking page; the appointment syncs both ways with Google Calendar, and measurements and site photos are added to the card.
The series, profile and glass package are selected from the catalog; a PDF quote is prepared with the price list that fits the segment and tracked as Sent in the status flow.
The approved quote becomes an order; the deposit and balance are set up as installments with due-date tracking, and the first payment receipt is detected by AI and logged to the card.
The order goes into production; profile cutting and glass preparation are tracked with task cards, and the customer can find out where things stand.
The installation becomes a card on the task board: address, team, number of windows, installation steps as a checklist; the assigned team gets a notification, and installation photos are added.
The installation date, series and warranty period are logged to the customer card notes; the balance is collected. When the customer calls years later, the whole history opens from a single record.
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 PVC window and façade?
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 PVC window and façade 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.
PVC window and façade program, software or CRM?
Most business owners search for the solution they need as “PVC window and façade program,” “PVC window and façade software,” “PVC window and façade job tracking software” or “PVC window and façade 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 PVC window and façade 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 PVC window and façade
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 window and façade company?
In this business, money gets lost in measurement visits, the right series-profile pricing and installation coordination. CRM brings inquiries from WhatsApp, Instagram and the web into one panel and separates contractor and individual customers by segment. Measurement appointments sync with Google Calendar, series-profile price lists live in the catalog, installations are managed on the task board, and warranty records are kept on the customer card. Which measurement visit is coming up, which price goes to which segment, which installation is next, which window is under warranty — it’s all on one screen.
How do I manage different price lists for contractor and individual customers?
You separate customers by segment: you define tags such as contractor and individual. In the product catalog you set up price lists for each series and profile, then prepare a quote by selecting the list that fits the segment. Contractors get project pricing and individuals get retail pricing; the two never mix in one list, and the risk of sending the wrong price goes away. When you send bulk messages, you target only the relevant segment too, so you don’t send a contractor campaign to individuals. That protects both trust and profit.
Can I keep warranty records in the system?
Yes, through customer card notes and history. When installation is complete, you log the date, the series installed, the number of windows and the warranty period as a note on the customer card; installation photos and the quote stay on the card too. When the customer calls years later asking “is this under warranty?”, the whole history opens from a single record, so there’s no unjustified service and no customer left stranded. ÖzgürKod does not produce a separate warranty certificate; with the existing card and note structure, it keeps this information organized and searchable. When a new fault request comes in, you turn it into a task card.
Does the system schedule measurement visits and installation appointments automatically?
No. The system does not create scheduled appointments or installations on its own. Here’s how the flow works: for a measurement visit, the customer picks a time on the online booking page, or you enter it from the panel; the appointment syncs both ways with Google Calendar. For installation, when production is done you open a task card, enter the address, the team and the installation steps as a checklist; the assigned team gets a notification, and the installation is reminded with a due-date notification as the day approaches. You plan jobs on separate cards to avoid clashes; you set the schedule, and the system keeps it from falling apart.
Can I bring multiple WhatsApp numbers and Instagram into one panel?
Yes. ÖzgürKod works with the official WhatsApp Cloud API; you can also connect multiple numbers to the same panel via the QR method. Instagram DMs and comments, Messenger, web forms and Meta Lead Forms all collect in the same inbox; each message is distinguished by its source tag. With message assignment, each sales rep’s responsibility is clear, and team members see only their own customers. The showroom line, project line and individual line collect in one panel but stay distinguishable by source; the full history lives on the customer card.
Are customer and pricing data safe under KVKK?
Yes. Role-based permissions let sales, the installation team and management work at different access levels; sales reps see only their own customers, while the contractor price list and payment collection data stay with authorized users. Data access is logged in line with KVKK (Turkey's personal data protection law); who viewed which card and when is recorded. Quotes, payment receipts, warranty notes and installation photos are stored on the customer card; duplicate blocking and speed control are active for bulk campaigns. You handle data deletion requests from the panel.
PVC window and façade software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "PVC window and façade software", "PVC window and façade software", "PVC window and façade 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 process from site survey to warranty in one panel
7-day free trial, no credit card required. On day one, segment your requests and bring them together in one panel; by the end of the week, see clearly which survey, which installation and which balance is pending.