Cloud Telephony & Call Integration for ERPNext
Cloud telephony and call integration for ERPNext by Thirvusoft, Coimbatore: click-to-call, incoming call popup with customer details, call recording links and call logs on leads and customers for sales and support teams in Tamil Nadu.
Call Integration that fits how your business works
Thirvusoft connects ERPNext to cloud telephony providers (Exotel, Knowlarity, TATA Tele and others) so incoming calls pop up the customer's record, outgoing calls are made with one click and every call is logged with duration, recording and notes on the lead or customer.
- Incoming call popup with customer history
- Click-to-call from leads, customers and tickets
- Call logs and recordings on the CRM timeline
- Missed-call follow-up tasks created automatically
What you get with Call Integration
Click-to-call, call popups and call logs inside ERPNext CRM.
Effortless Connectivity
Connect with colleagues, clients or vendors without leaving ERPNext.
Enhanced Customer Interaction
Customer details on screen during calls for a personalised experience.
Real-time Data Access
Retrieve and update leads, opportunities or projects during the call.
Integrated Call Logs
Duration and notes logged automatically as a central record of communication.
Follow-Up Actions
Tasks generated during a call are tracked and addressed promptly.
Need something specific?
Custom fields, workflows, print formats and reports are part of every Thirvusoft implementation. Tell us what is missing.
Customisable call workflows
Call workflows inside ERPNext are tailored to your business, integrating seamlessly with existing processes.
Local team in Coimbatore
On-site requirement study, training and go-live support anywhere in Tamil Nadu.
Frappe developers in-house
We customise ERPNext and build Frappe apps ourselves, so nothing is out of scope.
Support after go-live
Helpdesk, upgrades and backups under an annual maintenance contract.
From requirement to go-live in weeks, not months
A proven five-step process that Thirvusoft follows for every Call Integration project.
Discover
We study your current process, pain points and reports, then map them to ERPNext modules.
Configure & Customise
Company setup, masters, workflows, print formats and any custom DocTypes or Frappe apps you need.
Migrate Data
Items, customers, suppliers, opening stock and balances imported and verified from Tally, Excel or your old ERP.
Train
Role-wise training for owners, accounts, stores, production and sales, in Tamil or English, at your site.
Go Live & Support
Hyper-care during the first month, then AMC support with upgrades, backups and new features.
Questions about Call Integration
Which telephony providers are supported?
Exotel and Twilio have native ERPNext integrations; Thirvusoft has also connected Knowlarity, TATA Tele and other Indian cloud telephony providers.
Can calls be recorded?
Recording links from the provider are attached to the call log in ERPNext when your plan includes recording.
Does it work with a mobile sales team?
Yes. Field reps use the ERPNext mobile app or our Flutter app for click-to-call and logging.
Related services
Let us show you Call Integration on ERPNext
A 30-minute demo with real data from your industry. Free, no commitment, in Tamil or English.