Customer records
Each customer's meetings, quotes, documents and notes are gathered on one card. When an employee leaves, the relationship history does not leave with them.
DOKI / Software
Software · CRM and custom management
When customer information is scattered across spreadsheets, emails and people's heads, opportunities slip away. We model your sales process as it really is and build a management screen simple enough for your team to actually use.
- Customer records
- Sales pipeline
- Workspace by role
- Reports
01 / What this service includes
A system that fits your process, not a process bent to fit a system.
Sales pipeline
Stages are taken from your real process; each has a clear exit condition. Which opportunity is stuck where, and who takes the next step, is visible at a glance.
Role-based screens and reports
A sales rep sees their own work, a manager sees the whole team, finance sees only what concerns it. Reports are not prepared by hand; they arise from the data.
02 / How it works
The journey of an opportunity
Cards move across three columns; each has an owner and a next step.
New lead
Enquiry from the website
Introductory call
Quote stage
Quote being prepared
Revised quote
Won
Signed contract
Renewed agreement
03 / Scope
Let's define the scope together.
We clarify the scope, deliverables and acceptance criteria together in the first meeting. The written quote lists that scope item by item; if the scope changes, the quote is updated as a new version.
We agree goals, deliverables and timing. Scope is defined for each engagement.
Deliverables
- 01Customer records
- 02Sales pipeline
- 03Workspace by role
- 04Reports
04 / Process
How we move forward, step by step.
Each step ends with something concrete in your hands; we move on with your approval.
- 01
Discovery
We start by listening: the need, the users and the existing systems.
- 02
Workflow design
We map how work runs today step by step and build the new flow on it.
- 03
Development
We build in short iterations and show a working version at the end of each.
- 04
Training
We walk your team through the system using their own work and leave a short guide.
05 / Decision details
What to know before you ask for a quote.
What is included, what we need from you, timing and payment, all in one place. The exact scope and price are set in the written quote.
Included
- Customer records, sales stages and role-based reports.
- Hands-on training for your team at delivery.
- Discovery first, then delivery in dated phases.
- The server and domain are set up in your name, on your own account.
Not included
- Source code and intellectual property: they stay with Doki and can be transferred for an extra fee if you ask.
- Domain and server fees (the accounts are in your name).
What we need from you
- Your current customer list (from Excel or an old system).
- Your current workflow: who does what, and who approves what.
Timing and delivery
- Timing depends on scope; after discovery, each phase gets a written delivery date.
What sets the price
- Number of users and roles.
- Moving your existing data.
- Integrations such as payments, shipping or accounting.
Payment and aftercare
- Projects built for you carry no monthly rent; you pay the project fee.
- Bug fixes are free for one month after delivery.
- After that you can choose a monthly or yearly maintenance package.
- For work agreed in person, the full fee is paid at the start.
- For remote work, half is paid at the start and half on delivery.
- We respond to every request within 12 hours.
- Meetings are held in Turkish; correspondence and deliverables are handled in the language of your choice with translation support.
- We work in person in Istanbul and remotely across Türkiye and worldwide.
06 / FAQ
The questions on your mind.
Tell us what you need; we will define the scope together.
Tell us about your projectWhy build instead of buying a ready-made CRM?
It is not always needed; if your process is standard, a ready-made product may be the better choice, and we will tell you so plainly. Custom development makes sense when the process is sector-specific, tight integration with existing systems is needed, or per-user licence costs grow large.
How long does a project take?
It depends on scope. After the scope meeting we share the stages and an estimated schedule in writing; you follow progress in My account.
How is the price set?
There is no fixed package price. Once the scope is clear we prepare an itemised quote; nothing you have not approved is included.
Let's begin
Let's talk about your project.
Tell us what you need; we will define the scope together.