Every business knows the pain of missed calls, poor follow-ups, and scattered communication. In competitive markets, even one unanswered call can mean a lost customer.
That’s why we built UpeoTelephony — a powerful ERPNext Call Center Integration powered by FreePBX that transforms how businesses manage voice communication, automate follow-ups, and delight customers.
With UpeoTelephony, your ERPNext system becomes a full-fledged call center hub – combining telephony, WhatsApp, and automation in one seamless experience.
What is UpeoTelephony?
UpeoTelephony integrates FreePBX (enterprise-grade open-source telephony) with ERPNext, enabling your team to:
- 📞 Log inbound and outbound calls directly in ERPNext.
- 👤 Instantly see customer details when they call.
- 🎙 Attach call recordings to leads, tickets, or opportunities.
- 📊 Monitor call volumes, agent performance, and missed calls in real-time.
- ⚡ Automate follow-ups with WhatsApp or SMS.
But we didn’t stop at the basics. UpeoTelephony is designed to go beyond call logging and empower businesses with customer-first automation.
Advanced Benefits of UpeoTelephony
1. Never Lose a Lead Again
Missed calls are automatically allocated to specific users or departments in ERPNext. Managers instantly know who should follow up — no more lost opportunities.
2. Smart Missed Call Handling
When an agent misses a call:
- UpeoTelephony can send a WhatsApp notification to the assigned user.
- At the same time, the caller receives a personalized WhatsApp or SMS message:
“We’re sorry we missed your call. Our team will get back to you as soon as possible.”
This builds trust and shows customers that you care, even before you call back.
3. Automated Callback Promises
ERPNext automatically creates a callback task linked to the missed call. Agents are reminded to respond, ensuring no customer is left hanging.
4. Unified Multichannel Communication
Beyond voice calls, UpeoTelephony links with WhatsApp and email in ERPNext. That means one customer record holds every conversation – calls, chats, invoices, reminders – in a single place.
5. Customer Journey Insights
See the full picture of your customer journey: calls + orders + payments + support tickets. This helps sales and support teams anticipate customer needs.
6. Click-to-Call Efficiency
From any ERPNext contact, lead, or opportunity, your team can place a call with a single click — no dial pads or switching apps.
7. Real-Time Analytics
Get dashboards for:
- Call volumes and wait times
- Missed vs answered calls
- Agent productivity and talk time
- Campaign or department-based call performance
This enables data-driven decisions and better resource allocation.
8. Scalability Without Costly Licenses
Because it’s built on FreePBX, UpeoTelephony scales with your business. Start with 5 agents and grow to 500 without being locked into expensive per-seat call center software.
Real-World Use Cases
- Sales Teams: Capture every missed lead, send instant WhatsApp apologies, and boost conversions with callback automation.
- Customer Support: Track support calls, link them to tickets, and monitor resolution times.
- Healthcare: Automate patient follow-ups for missed calls and reduce no-shows.
- Retail & eCommerce: Send automated order confirmations and call back customers instantly if they couldn’t reach you.
- Finance & Insurance: Maintain compliance by recording conversations while keeping every interaction tied to ERPNext.
Why Upeosoft?
At Upeosoft Limited, we specialize in building ERPNext-powered solutions that solve real business problems. With UpeoTelephony, you get:
- ✅ Deep ERPNext + FreePBX expertise
- ✅ Custom workflows to match your business needs
- ✅ Multichannel integration (Voice, WhatsApp, Email)
- ✅ Secure, scalable, and affordable deployment
- ✅ Ongoing support to keep your call center running smoothly
Final Thoughts
In business, every call matters. UpeoTelephony ensures no customer slips through the cracks – whether it’s logging calls, allocating missed ones, or automatically sending personalized messages to keep customers engaged.
By combining ERPNext, FreePBX, and WhatsApp, UpeoTelephony delivers a smarter, more human way to manage customer communication.
👉 If you’re searching for ERPNext call center integration, FreePBX ERP integration, or smarter ways to manage customer calls, UpeoTelephony is your solution.
