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ERPNext Exotel Integration

Seamless Apps. Powerful Results

Exotel Integration for ERPNext

Integrate Exotel cloud telephony with ERPNext to track calls, capture leads, and manage call logs seamlessly in ERPNext CRM.

Get Started

ERPNext Exotel Cloud Telephony Integration for CRM Automation

Tridots Tech delivers a seamless Exotel–ERPNext integration to connect cloud calling with ERPNext CRM, enabling real-time call tracking, automatic lead capture, and instant caller identification—directly inside ERPNext.

6 POWERFUL FEATURES

Why Choosing the Right ERP Matters for Your Business

Choosing the right ERP system directly impacts

Smart Lead Tracking

Track every lead, score them automatically, and never miss an opportunity.

Unified Conversations

Email, SMS, and chat — all in one place for complete customer history.

Custom Workflows

Build forms, fields, and processes your way. No compromises.

Smart Automation

Automate tasks, follow-ups, and approvals. Focus on closing deals.

Visual Pipelines

See your entire sales process in one glance with drag-and-drop ease.

50+ Integrations

Connect seamlessly with tools you already use — calendars, email, and business apps.

Your Flexible, Affordable Business Solution

Why Integrate Exotel with ERPNext?

Exotel is a reliable cloud telephony platform for business calls. With ERPNext Exotel integration, businesses can centralize call tracking and lead capture within ERPNext.

Track Exotel calls in ERPNext

Auto-create leads from calls

Instant caller details

No manual call logging

Centralized ERPNext CRM data

Ideal for sales teams, support teams, service businesses, and call-handling operations.

Key Features of Exotel ERPNext Integration

Track calls, capture leads, and display caller information directly inside ERPNext using Exotel cloud telephony.

Incoming Call Tracking

Track and log all incoming Exotel calls within ERPNext.

Automatically logs incoming calls

Stores complete call details

Centralized call log inside ERPNext

Improves call monitoring and visibility

Caller Information Pop-Up

View caller details instantly during incoming calls.

Displays lead or customer information

Identifies callers in real time

Helps agents respond faster

Enables informed call handling

Automatic Lead Creation

Convert unknown callers into ERPNext leads automatically.

Captures new phone numbers as leads

Eliminates manual lead entry

Prevents missed business enquiries

Improves CRM data accuracy

Employee-Based Call Pop-Ups

Control call pop-ups based on employees and schedules.

Assign calls to specific employee groups

Schedule-based call routing

Pop-ups shown only to mapped users

Improves call distribution efficiency

Native ERPNext Integration

Exotel features embedded directly into ERPNext.

Works seamlessly with ERPNext CRM

Uses ERPNext Communication Medium

Secure and production-ready setup

No external dashboard dependency

Key Features of Exotel ERPNext Integration

Track calls, capture leads, and display caller information directly inside ERPNext using Exotel cloud telephony.

Incoming Call Tracking

Track and log all incoming Exotel calls within ERPNext.

Automatically logs incoming calls

Stores complete call details

Centralized call log inside ERPNext

Improves call monitoring and visibility

Caller Information Pop-Up

View caller details instantly during incoming calls.

Displays lead or customer information

Identifies callers in real time

Helps agents respond faster

Enables informed call handling

Automatic Lead Creation

Convert unknown callers into ERPNext leads automatically.

Captures new phone numbers as leads

Eliminates manual lead entry

Prevents missed business enquiries

Improves CRM data accuracy

Employee-Based Call Pop-Ups

Control call pop-ups based on employees and schedules.

Assign calls to specific employee groups

Schedule-based call routing

Pop-ups shown only to mapped users

Improves call distribution efficiency

Native ERPNext Integration

Exotel features embedded directly into ERPNext.

Works seamlessly with ERPNext CRM

Uses ERPNext Communication Medium

Secure and production-ready setup

No external dashboard dependency

Our Research-Driven Design Process

We follow a structured, iterative process that uncovers valuable insights and translates them into effective design solutions.

Planning

We establish research goals, questions, and methodologies aligned with your business objectives.

Research Plan

Participant Recruitment Criteria

Interview Guides

Test Plan

Research

We conduct primary and secondary research using qualitative and quantitative methods.
User Interviews

Surveys

Competitive Analysis

Heuristic Evaluation

Analysis

We synthesize research data to identify patterns, insights, and opportunities.

Affinity Diagrams

User Personas

Journey Maps

Insight Reports

Wireframing

We translate research insights into visual concepts that address user needs.

Information Architecture

User Flows
Wireframes
Interactive Prototypes

Validation

We test wireframes with users to validate solutions before development.
Usability Testing
Preference Testing
Validation Report
Iteration Plan

How Exotel Call Tracking Works in ERPNext

Track calls and show caller details using Exotel workflows.

Accounting

Automate bookkeeping, GST invoicing & reporting in real time.

Buying

Manage the entire procurement cycle from RFQ to PO effortlessly.

Selling

Drive higher sales & deliver smoother customer experience.

CRM

Improve lead conversion, sales tracking, and customer relationships.

Asset Management

Monitor, upgrade & report asset flows in real time.

Projects

Deliver projects on time with team assignment and task tracking.

HR & Payroll

Manage onboarding, payroll, shifts, leaves, and appraisals.

Help Desk / Support

Track tickets, issues, and provide seamless customer support.

Website & CMS

Build your web portal, blog, and product pages in one place.

sTEP 1

Generate Exotel API Credentials

Create API Key, Account SID, and API Token in Exotel.

sTEP 2

Configure Exotel Settings in ERPNext

Enable Exotel and enter credentials in ERPNext Exotel Settings.

sTEP 3

Create Exotel Call Flow

Set up Exotel App Bazaar flow with Passthru applets.

sTEP 4

Assign Flow to ExoPhone

Link the flow to the Exotel phone number.

sTEP 5

Calls Logged in ERPNext

Incoming calls appear in ERPNext Call Logs with caller details.

STEP 4

Note:

Telegram notifications support both individual chats and group chats.

Business Use Cases of Exotel ERPNext Integration

We are a team of innovative UI/UX designers turning ideas into intuitive, visually striking websites and mobile apps. From branding to prototyping, we craft fast-loading static websites that ensure a strong, efficient online presence for every business.

Sales call tracking & follow-ups

Instant customer identification

Centralized CRM call logs

Auto-create leads from calls

Improved call routing

Faster sales & support response

Task & Deadline Reminders

️Websites for Services & Businesses

Showcase your services, establish credibility, and make it easy for visitors to contact you—ideal for consultants, traders, salons, accountants, cafes, gyms, clinics, and more.

Product Marketing Websites

Highlight your product features, benefits, and calls to action for industries like automobiles, electronics, online courses, eBooks, and SaaS applications.

Personal Websites & Blogs

Tell the world who you are with a personal portfolio, blog, or identity site—perfect for influencers, authors, freelancers, and professionals.

Portfolio Websites

Showcase your creative work through images or videos—ideal for designers, architects, photographers, creative studios, and agencies.

Your Flexible, Affordable Business Solution

Technical Overview

ERPNext Exotel cloud telephony integration for inbound call tracking and CRM caller identification.

ERPNext

vs

Traditional Software

Platform

ERPNext

Framework

Frappe

Telephony Channel

Exotel Cloud Telephony

Supported ERPNext Versions

v15, Nightly

Category

ERP Telephony Integration

License

GNU General Public License (v3)

iOS Application Development Company

At Tridots Tech, one of the leading iPhone app development companies, we understand what it takes to deliver exceptional, high-performing iOS applications that meet your expectations and business goals. With 18+ years of experience in iOS development, innovation, and research, we have the expertise to handle everything—from creating brand-new apps to enhancing or debugging existing iOS applications.

Build Strong iOS Brand Presence & Recognition

Reach High-Value iOS Users Worldwide

Drive Revenue with Mobile App Solutions

Stay Ahead with Innovative iOS App Development

Deliver Fast, Secure & High-Performance iOS Applications

Enhance Customer Engagement & Loyalty with iPhone Apps

60% Higher User Retention with iOS Apps

Faster Load Times & Seamless App Performance

Boost App Store Ranking & Downloads

Top-Grade App Security & Data Privacy

Exotel Setup & Configuration

Tridots Tech manages the complete Exotel ERPNext integration setup.

Exotel API key and credential setup

ERPNext Exotel Settings configuration

Exotel App Bazaar call flow setup

Passthru applet configuration

Employee group and schedule mapping

Build a Strong Digital Presence & Brand Identity

Attract More Visitors & Generate Quality Leads

Improve User Experience with Responsive Design

Enhance Business Efficiency through Automation

Achieve Better SEO & Online Visibility

Drive Revenue with Scalable Web Solutions

STEP 4

Note:

Tridots Tech handles end-to-end setup, testing, and deployment.

Installation & Deployment

The Exotel integration is installed as a Frappe application in ERPNext.

Business Analysis

Understand your business needs and identify the right ERP strategy for maximum impact.

ERP Implementation

Deploy ERPNext tailored to your workflows — fast, efficient, and with minimal disruption.

Customization

Adapt ERP features to match your industry-specific processes and business goals.

Integration

Connect ERPNext with third-party tools like payment gateways, CRMs, or e-commerce platforms.

Data Migration

Securely transfer your legacy data into ERPNext without loss or duplication.

Support & Maintenance

Ensure smooth, ongoing ERP operations with expert support and timely updates.

01

Flexible Deployment

Secure cloud or on-premise ERPNext setup

02

Cloud Compatible

Works with Frappe Cloud

03

Production-Ready

Production-ready secure call tracking

Why Choose Tridots Tech?

Expert ERPNext service providers for Exotel cloud telephony solutions.

ERPNext & Frappe Specialists

Certified experts in ERPNext and Frappe integrations

Cloud Telephony Integration Expertise

Seamless Exotel cloud calling with ERPNext

Secure API & Call Tracking Setup

Reliable, secure call logging and data sync

End-to-End Support & Training

From setup to go-live and user training

Our Research-Driven Design Process

We follow a structured, iterative process that uncovers valuable insights and translates them into effective design solutions.

Planning

We establish research goals, questions, and methodologies aligned with your business objectives.

Research Plan

Participant Recruitment Criteria

Interview Guides

Test Plan

Research

We conduct primary and secondary research using qualitative and quantitative methods.
User Interviews

Surveys

Competitive Analysis

Heuristic Evaluation

Analysis

We synthesize research data to identify patterns, insights, and opportunities.

Affinity Diagrams

User Personas

Journey Maps

Insight Reports

Wireframing

We translate research insights into visual concepts that address user needs.

Information Architecture

User Flows
Wireframes
Interactive Prototypes

Validation

We test wireframes with users to validate solutions before development.
Usability Testing
Preference Testing
Validation Report
Iteration Plan

ERPNext WooCommerce Integration – Business Benefits

Trusted ERPNext experts delivering secure, scalable Twilio communication integrations.

Accounting

Automate bookkeeping, GST invoicing & reporting in real time.

Buying

Manage the entire procurement cycle from RFQ to PO effortlessly.

Selling

Drive higher sales & deliver smoother customer experience.

CRM

Improve lead conversion, sales tracking, and customer relationships.

Asset Management

Monitor, upgrade & report asset flows in real time.

Projects

Deliver projects on time with team assignment and task tracking.

HR & Payroll

Manage onboarding, payroll, shifts, leaves, and appraisals.

Help Desk / Support

Track tickets, issues, and provide seamless customer support.

Website & CMS

Build your web portal, blog, and product pages in one place.

Order Automation

Online Store Order Automation

Inventory Sync

Inventory Sync Across Channels

Fast Fulfillment

Faster Dispatch & Fulfillment

Centralized Operations

Centralized ERP E-Commerce Operations

Scalable Growth

Scalable D2C & Retail Growth

Get Started with Exotel ERPNext Integration

Track calls, capture leads, and improve call handling with Exotel integration for ERPNext.

Book a Demo

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

Is ERPNext a good alternative to Microsoft Dynamics 365?

Yes, ERPNext is a cost-effective cloud ERP alternative with faster deployment and easier customization.

Why is ERPNext cheaper than Microsoft Dynamics 365?

ERPNext is open-source and has no licensing or per-user fees, which lowers overall ERP costs.

Which ERP is better for small and mid-sized businesses?

ERPNext is better suited for SMBs because it is flexible, affordable, and easy to scale.
Does ERPNext offer the same features as Microsoft Dynamics 365?
Yes, ERPNext includes accounting, inventory, HR, CRM, manufacturing, and automation in one system.
How long does ERPNext implementation take compared to Dynamics 365?
ERPNext can go live in weeks, while Microsoft Dynamics usually takes several months.

Is ERPNext cloud-based like Microsoft Dynamics 365?

Yes, ERPNext supports cloud, on-premise, and hybrid ERP deployment.

Can ERPNext handle manufacturing and multi-location businesses?

Yes, ERPNext is widely used for manufacturing and multi-branch business operations.
Is ERPNext easier to customize than Microsoft Dynamics?
Yes, ERPNext allows easier workflow and feature customization without heavy consulting.

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