From lead to quote, with consent built in
Collect leads from your website and Meta ad forms in one place, assign them to an owner, and turn them into quotes and opportunities. Accounts, communication consent and marketplace orders live in the same portal, connected to your ERP.
A good sales process works like a parcel tracking number: where the lead came from, who owns it, what consent it carries and which quote it became can be followed with one number all the way.
Leads, quotes, accounts and consent in one flow
Leads, quotes, accounts and communication consent are kept together and linked in one portal.
Lead capture
Collect leads from web forms, inbound webhooks and CSV uploads; leads from Meta (Facebook, Instagram) ad forms arrive automatically. Form fields are mapped, with consent and SMS verification.
Quotes and opportunities
Quote header and lines, quote types, revisions and a status flow; opportunities follow the same structure.
Accounts
Customer and supplier records with tax, bank, e-invoice and address details; debit/credit transactions and account statements.
Communication consent
Import contacts in bulk; call, SMS and sharing consent is kept per person. Explicit consent uses double opt-in, and marketing consent is reported to İYS, Türkiye’s commercial message register.
Self-service demo
A demo request becomes a trial environment automatically: with role templates and an invite code, the prospect tries the product on their own.
Marketing connections
Contact sync and unsubscribe events with Emarsys; consent events from SAP Customer Data Cloud; e-mail delivery through Mailchimp and Euromsg.
The journey of a lead
Wherever a lead comes from, it goes through the same steps; who has it and what it is waiting for is always visible.
- A lead arrivesWeb form, Meta ad form, webhook or CSV; the source and campaign are recorded.
- Consent is checkedExplicit consent and marketing consent are collected; SMS verification when needed.
- An owner is assignedThe sales team follows the lead through a status flow; it can also be passed to another system by outbound webhook.
- It becomes a quotePrepared with lines and revisions, and linked to the customer account.
From marketplace order to return
Your online sales channels and after-sales processes are tracked in the same portal.
- Marketplaces and e-commerce: orders from Trendyol, Hepsiburada, Boyner and Ticimax
- Returns: return records tracked by cargo tracking number
- Cancellations: order cancellations passed to the ERP
- Repair and service: the customer opens the request with photos from a QR code and approves by text code (Alterations and repairs)
One order list
Orders from every channel in one place; the channel is recorded on each order.
Connected to cargo
Shipment and return tracking with MNG and Yurtiçi cargo integrations.
About sales and customers
Is Yetkin a CRM?
It is not a separate CRM product. It manages leads, quotes, opportunities and accounts connected to your ERP. If you use a CRM, leads can also be passed to it by outbound webhook.
How are data protection consent and İYS handled?
Explicit consent is collected with double opt-in and the evidence is stored with a time stamp. Call, SMS and sharing consent is kept per person; marketing consent is reported to İYS through the integration provider.
Which ad forms can leads come from?
Today, Meta (Facebook and Instagram) ad forms, your own web forms, webhooks and CSV uploads.
Which marketplaces does it work with?
Order connections with Trendyol, Hepsiburada, Boyner and Ticimax are in use. For other channels we look at your needs together.
Let’s set up your lead flow together.
Tell us about your forms, campaigns and your sales team’s daily routine, and we’ll show how it looks in Yetkin.