You’ve implemented ERPNext.
Your business is now structured.
You can see:
- Sales
- Inventory
- Financials
- Operations
Everything is flowing.
But there’s one question most ERPNext users still can’t answer:
What do your customers actually think about your service?
Not assumptions.
Not internal opinions.
Not occasional complaints.
Real, structured, consistent feedback.
The Missing Layer in Most ERP Systems
ERPNext is powerful.
But like most ERP systems, it focuses on:
- Transactions
- Processes
- Data
It tells you what happened.
It doesn’t tell you:
- Was the customer happy?
- Was the experience smooth?
- Would they come back?
- Would they recommend you?
And that’s a problem.
Because:
Customer experience is where businesses win — or quietly lose.
Introducing UPEO Survey
To bridge this gap, I built UPEO Survey.
A feedback engine designed specifically for ERPNext.
Not a separate system.
Not another tool to manage.
A native extension that connects customer feedback directly to your operations.
What UPEO Survey Does
UPEO Survey allows businesses to:
1. Automatically request feedback
After a service or transaction is completed:
- A survey is triggered
- A link is generated
- The customer receives it instantly (via SMS or other channels)
No manual follow-up needed.
2. Collect feedback without friction
Customers don’t need to:
- Log in
- Create accounts
- Enter verification codes
They simply click and respond.
This dramatically improves response rates.
3. Capture structured, meaningful responses
Surveys can include:
- ⭐ Star ratings
- 📊 Net Promoter Score (NPS)
- ☑️ Multiple choice questions
- 📝 Open-ended feedback
This ensures both:
- Quantitative insights
- Qualitative context
4. Link feedback to real business activity
Every response is connected to:
- The customer
- The specific transaction (e.g., Sales Invoice)
- The service delivered
This means:
You’re not just collecting feedback.
You’re understanding exactly where it came from.
Designed for Real Businesses
UPEO Survey is built with practicality in mind.
Smart control
Businesses can:
- Enable or disable surveys per customer
- Assign specific survey templates
- Control how often surveys are sent (cooldown periods)
Clean customer experience
The survey interface is:
- Branded (your logo and name)
- Mobile-friendly
- Fast and easy to complete
- Structured in steps for clarity
Because a poor survey experience defeats the purpose.
Works seamlessly with ERPNext
There’s no duplication of data.
Everything integrates directly into your existing workflows.
From Feedback to Insight (Optional AI Layer)
Collecting feedback is only the first step.
Understanding it at scale is where real value comes in.
UPEO Survey optionally integrates with upeo.ai, allowing businesses to:
- Automatically analyze responses
- Detect sentiment trends
- Identify recurring issues
- Generate actionable insights
Without manually reading every response.
Why This Matters
Most businesses don’t fail because of:
- Lack of data
- Lack of systems
They fail because they don’t listen early enough.
Customers rarely complain loudly.
They just leave.
A Simple Reality
If customers are unhappy today:
- Your ERP won’t tell you
- Your reports won’t show it
- Your team may not notice
Until it’s too late.
UPEO Survey Changes That
It gives you:
- Visibility into customer experience
- Real-time feedback tied to operations
- A system for continuous improvement
Final Thought
Let’s make this practical.
If 10 customers had a bad experience today…
Would you know?
Or would you find out when they never come back?
Let’s Talk
If you’re using ERPNext and want to introduce real customer feedback into your system:
🌐 https://upeosoft.com
📧 consult@upeosoft.com
📞 +254725307131
