As ERPNext experts with over a decade of ERP implementation experience, we understand that your CRM is only as effective as the communication it captures — and in sales and support, that journey begins with the call.
The Challenge
Disconnected phone systems, one by one note-taking, and constant app-switching quietly drain productivity and weaken customer engagement.
The Solution
Our ERPNext Integration for Telephony bridges this gap by automatically recording every call, SMS, and chat within your ERPNext system. This transforms your telephony setup into a data-powered communication engine, empowering your team with a 360° view of every customer interaction — all within one unified dashboard.
Expertise Beyond ERPNext
We extend the power of ERPNext by connecting it with leading VoIP and contact center platforms. Leveraging our expertise in ERPNext architecture & telephony APIs, we deliver stable, secure, and scalable integrations for all environments — cloud, hybrid, or on-premise.
| Platform Category | Key Examples | Notable Success |
|---|---|---|
| Global Cloud | RingCentral, Aircall, Twilio, Plivo, Five9 | Easily RingCentral integration with two-way calls, SMS, and unified history directly in ERPNext |
| Omnichannel & Regional | Dialshree, Knowlarity, Exotel | Advanced Dialshree integration enabling omnichannel contact center solutions for major enterprises |
| On-Premise/Open Source | Asterisk, FreePBX, OpenSIPS | Maximized ROI by integrating legacy/custom PBX systems with ERPNext CRM |
360-Degree Communication Guarantee
True communication unification goes beyond voice. We integrate every channel into ERPNext:
- Calls (Inbound/Outbound): Screen pop-ups, auto-logging, call transfers, click-to-dial from any ERPNext record
- SMS: Centralized inbox with personalized communication
- Email: Automatic linking of threads to contact records
- WhatsApp 360: High-volume automated messaging via WhatsApp Business API
From calls to chat to WhatsApp — we turn ERPNext into a unified contact center that delivers sharp responses, stronger relationships, and complete customer visibility.
Key Benefits for Your Team
| Feature | Business Impact |
|---|---|
| Instant Screen Pop-ups | Deliver personalized service instantly with customer context |
| Automated Logging & Recording | Ensure compliance and accuracy without manual effort |
| Click-to-Call/SMS | Save time and boost productivity directly from ERPNext |
| Real-Time Analytics Dashboard | Gain insights into call metrics, agent performance, & conversions |
Why Choose Us?
At Solufy, we specialize in delivering seamless and efficient business communication solutions. Our telephony integrations are designed to connect your systems, enhance collaboration, and simplify workflows.
With a focus on stability, scalability, and performance, we help businesses achieve:
Streamlined communication across teams
Centralised and unified data
Improved customer engagement
Increased productivity and efficiency
Choose Solufy — where technology meets communication excellence.