UpeoCRM

In today’s fast-paced digital world, WhatsApp has become the most preferred channel of communication for businesses. Customers expect real-time responses, seamless updates, and personalized interactions. For businesses running on ERPNext, bridging this gap between enterprise operations and instant communication is critical.

That’s where Upeowhatsapp – our ERPNext WhatsApp Business integration – comes in.

Whether you are looking for ERPNext WhatsApp integration, WhatsApp Business integration, or simply want to connect your business processes to WhatsApp, this solution is designed to bring powerful communication directly into your ERP system.

What is Upeowhatsapp?

Upeowhatsapp is a custom-built WhatsApp Business integration for ERPNext. It allows companies to:

• Send and receive WhatsApp messages directly within ERPNext.
• Create a WhatsApp Inbox page in ERPNext for real-time conversations with customers.
• Send invoices, quotations, and order confirmations to customers instantly.
• Support sending and receiving images, documents, and multiple media files.
• Automate business notifications like payment reminders, order status updates, and delivery confirmations.

In short, Upeowhatsapp turns ERPNext into a customer engagement powerhouse powered by WhatsApp.

Why Integrate WhatsApp with ERPNext?

The benefits are immense for businesses across industries. Here’s why you should consider WhatsApp integration:

1. Reach Customers Where They Are

Over 2 billion people worldwide use WhatsApp daily. Integrating it into ERPNext means your team can send updates directly to customers’ phones, where they are most active.

2. Instant, Reliable Communication

Unlike email or SMS, WhatsApp messages have open rates of over 90%, ensuring your customers never miss important updates.

3. Boost Customer Satisfaction

Send real-time responses, personalized offers, and automated reminders. Happy customers lead to stronger retention and referrals.

4. Streamlined Operations in ERPNext

No more switching between apps. Everything – from sales and support to invoicing – happens inside ERPNext, fully integrated with your workflows.

5. Support for Media and Documents

Easily share product images, payment confirmations, or invoices through WhatsApp without manual work.

6. Cost-Effective Engagement

Compared to traditional call centers or SMS systems, WhatsApp Business integration offers a more affordable, scalable, and engaging way to communicate.

Real-World Use Cases of ERPNext WhatsApp Integration

• Retail & POS: Send digital receipts and promotions after every purchase.
• Manufacturing & Distribution: Notify customers about order dispatch, delivery schedules, or production updates.
• Property Management: Remind tenants of rent payments or send receipts instantly.
• Service Businesses: Confirm bookings, send reminders, and keep customers informed without manual follow-ups.
• Finance & Lending: Share invoices, payment confirmations, or loan schedules directly on WhatsApp.

Why Choose Upeowhatsapp?

Many businesses try to piece together integrations, but Upeowhatsapp is specifically designed for ERPNext. It is not just a connector – it is a seamless extension of your ERP, built with:

• Deep ERPNext Expertise – Developed by certified ERPNext consultants with years of Frappe experience.
• Customizable Workflows – Adapted to your unique business needs, not a one-size-fits-all solution.
• Scalability – Whether you’re a startup or enterprise, the system scales with your growth.
• Secure and Compliant – Built with data protection best practices to keep your business safe.

Getting Started

If you’re searching for:

• ERPNext WhatsApp integration
• WhatsApp Business ERP integration
• How to connect WhatsApp to ERPNext
• Automating business communication with WhatsApp

… then you’ve found the right solution.

At Upeosoft Limited, we specialize in building ERPNext solutions that transform how businesses operate. With Upeowhatsapp, you can take customer communication to the next level.

📩 Reach out to us today to learn how we can help your business integrate WhatsApp with ERPNext.

Final Thoughts

The future of business communication is instant, seamless, and integrated. By bringing WhatsApp into ERPNext, you ensure your customers stay connected, your operations run smoother, and your brand stays ahead of the competition.

If you’re ready to unlock the full potential of WhatsApp Business ERPNext integration, contact us now and let’s get started.

Most CRMs celebrate when a deal is marked “Closed – Won.”

The lead is removed from the pipeline, the file is archived, and the team moves on to chase the next target.

And that’s where the relationship ends.
No follow-up.
No check-in.
No birthday message.
No thank-you for the payment.

The customer who was excited to buy slowly fades into the background – until a competitor calls them first.

It’s not because you don’t care.
It’s because most CRMs are built for transactions, not relationships.

UpeoCRM is different.
It’s designed to make sure the conversation – and the connection – continues long after the sale is marked “closed.”

1. Smart Call Escalation & Missed-Call Recovery

A single missed call can cost you thousands.
UpeoCRM makes sure that doesn’t happen.

• Incoming calls ring your main line for 15 seconds (configurable).
• If unanswered, the call automatically escalates to other lines or agents.
• If still missed, UpeoCRM creates a task, assigns it to the right person, and alerts them instantly via SMS + WhatsApp.
• The caller receives a polite apology and a promise to call back ASAP.

Everything – from call time to escalation path – is logged, so no one drops the ball.

Why it matters:
✔️ Faster responses mean higher conversions
✔️ Customers feel valued instantly
✔️ No lead is lost in the cracks

2. Call Recording with Privacy Controls

Conversations hold the details that close deals – or solve disputes.
UpeoCRM captures them without compromising trust.

• Automatic call recording for training, quality assurance, and compliance.
• Configurable privacy – disable recording for specific extensions or roles.
• One-click playback from the customer’s profile.
• Secure storage with access only for authorized users.

Why it matters:
✔️ Clear proof for dispute resolution
✔️ Real examples for team training
✔️ Maintain compliance while protecting sensitive roles

3. Smart Follow-Up Reminders

Missed follow-ups mean missed opportunities.
UpeoCRM keeps you on track:

• Automatic nudges when it’s time to call, email, or meet.
• Alerts for inactive leads or customers.
• Configurable follow-up schedules.

Why it matters:
✔️ Never forget a lead or customer
✔️ Consistent engagement without manual tracking

4. Automated Post-Sale Care

The relationship shouldn’t end at the sale.
UpeoCRM keeps it alive:

• Schedule follow-ups 1 month, 3 months, or any time after purchase.
• Send check-ins to ensure satisfaction.
• Automated “We’re here if you need us” messages.

Why it matters:
✔️ Builds loyalty
✔️ Encourages repeat business
✔️ Reduces churn

5. Product Performance Follow-Ups

For businesses selling devices, machinery, or tech, UpeoCRM checks in months later:

“Hi James, how’s your new phone working so far?”

Why it matters:
✔️ Shows genuine care
✔️ Uncovers upsell opportunities
✔️ Generates referrals

6. Thanking Customers for Every Payment

Gratitude builds trust.
UpeoCRM automatically sends:

“Thanks, Sarah! Your April subscription payment has been received. We appreciate your trust.”

Why it matters:
✔️ Turns transactions into relationship moments
✔️ Reinforces professionalism and appreciation

7. Birthday Offers That Boost Sales

People spend more on their birthdays than any other day.
UpeoCRM remembers and sends personalized offers that drive them back to your business.

Why it matters:
✔️ Makes customers feel special
✔️ Creates natural sales spikes

8. Lead Management Without the Headache

Capture, assign, and track leads from the first touch to a loyal repeat customer – without letting any slip away.

Why it matters:
✔️ Speeds up response times
✔️ Ensures leads are worked on consistently

9. Client Tagging & Smart Segmentation

Easily tag clients as: VIPs, repeat buyers, needs follow-up, interested in accessories, or due for renewal.
Run targeted campaigns that feel personal.

Why it matters:
✔️ Higher engagement rates
✔️ Better marketing ROI

10. Actionable Dashboards & Sales Intelligence

UpeoCRM’s dashboards show:

• Which customers are at risk
• Which reps are top performers
• Where leads drop off in the process

Why it matters:
✔️ See problems early
✔️ Make better business decisions

Because Loyalty Is the Real Goal

Your competitors are advertising louder.
Prices are changing faster.
Customer attention is shorter than ever.

The only way to win? Make your customers feel valued – always.

With UpeoCRM, you’re not just closing sales.
You’re building trust, earning loyalty, and creating a business people love to return to.

💡 Final Thought

Most tools are built to extract value from the customer.

UpeoCRM is built to create value – for them and for you.