Take a solar installer in Bursa that fits rooftop and ground-mounted systems. Enquiries arrive through the website form, Instagram messages, WhatsApp, dealers and business cards gathered at trade fairs. Each project needs a site survey, drawings, a feasibility study, a quote priced in foreign currency, often a loan or leasing discussion, and a grid connection application, so weeks or months pass between first contact and contract. Nobody knows who is meant to answer Instagram messages, quotes sit in salespeople's personal inboxes, and when the exchange rate moves no one can say which quotes are still valid. In that fog, prospects drift to whichever competitor replies fastest and most reliably. Apply sets this journey up in a CRM: every enquiry gets an owner and a next step, quotes stop going missing, messaging consent is stored according to ETK and IYS rules, and on Monday morning management can see how many projects are waiting at each stage.
Software on its own sells nothing. The aim is that every enquiry gets a quick answer and an accepted quote becomes an order without anyone retyping it; everything else is shaped around that.
Web forms, the sales mailbox, WhatsApp Business through its official API, Instagram messages and contacts captured with a card-scanning app at fairs all open a CRM record automatically. The source of each record is visible and no one copies and pastes.
If a new enquiry is not answered within the agreed time, the owner and their manager get a reminder. For enquiries outside office hours we write an automatic first reply that still sounds human.
Five to seven stages, each with a clear answer to when does this move on. Concrete criteria are used: survey done, quote sent, financing discussed.
Branded quote templates, sending straight from the opportunity and a notification when the customer opens it. Validity dates on foreign-currency quotes are tracked, and those about to expire rise to the top of the list.
Customer and order details from a won deal pass into Logo, Mikro, Netsis, Business Central or Odoo without re-entry, with tax number and address already checked for corporate buyers.
Consent for commercial electronic messages is stored with date, channel and wording, and reconciled with the records in the Message Management System (IYS). SMS and email newsletters go only to people who opted in, and an opt-out takes effect on every channel at once. Where rules differ for tradespeople and merchants, you settle the detail with your legal adviser.
How many quotes are waiting at each stage, how many hours it takes on average to answer a new enquiry, which source really produces contracts and what the quarter looks like.
Old data is migrated only after the process runs smoothly with live enquiries, so you never have to clean up a CRM that was set up wrong.
A two-hour video session with sales, inside sales and the survey team. The output is a draft of the stages and a list of what gets automated.
We configure the CRM, the team runs a handful of real enquiries through it from start to finish, and we fix whatever gets in the way of daily work.
Cleaned contacts from Excel, Outlook or the old system, each with the correct consent status.
Short sessions in small groups, go-live, and after a month a joint look at the first figures.
An enquiry goes to whoever answers before it cools. Solar panels, kitchen cabinets or industrial machinery, it makes no difference: prospects write to three or four firms at once and usually carry on with the first one that replies properly. An Instagram message seen two days late wastes even the best offer. That is why the first thing we measure in a CRM set-up is response time, and the first alert we build is tied to it.
Handing over a card is not consent to commercial electronic messages. Sending promotional SMS or email to individuals requires prior consent, and that consent is expected to be registered in IYS; the rules differ for tradespeople and merchants. You can of course reply directly about what was discussed at the stand, and the CRM keeps these contacts out of bulk sends until consent is obtained.
Through the official WhatsApp Business API. Messages attach to the right contact record, it is clear who has taken the conversation, and chats stay with the company when an employee leaves. Conversations on personal phones fall outside this set-up.
We keep manual fields to a minimum. Records from channels open automatically, quotes and emails link themselves, and the rep only has to note the next step. When people see the CRM saving them time in the first week, pushback usually fades.
Whichever fits your process: HubSpot, Pipedrive, Zoho, Odoo CRM, Microsoft Dynamics 365 Sales, or your current system if it does the job. We favour providers that keep data in the EU; under KVKK that is a transfer abroad and belongs in your privacy notice.
Our work is invoiced at €55 an hour plus VAT, and you get a quote after the workshop. Licences for the CRM and the WhatsApp API are opened in your company's name and paid directly to the provider.
Tell us how you sell today, how many people work in sales and where enquiries come from. We will design stages that match the way you really work.
We have your enquiry
A reply will reach you by the next working day at the latest. If your message says work has come to a halt, it goes to the top of the pile.
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