Every call, actionable information.
We connect your 3CX phone system to your ERPNext CRM: inbound calls pop the contact record, history logs itself, and you call in one click from the ERP. No more hunting for numbers or calls that leave no trace.
Your calls on one side, your customers on the other.
The phone rings, but nobody knows who's calling before picking up. You search for the customer in the ERP while the line rings. Outbound calls leave no trace in the record, and missed calls get lost. The result: wasted time, an incomplete history and opportunities slipping away.
Your phone system connected to your CRM.
We connect 3CX to ERPNext to turn every call into actionable information. Inbound calls pop the contact record, history is logged automatically, and you call in one click from the CRM.
- Screen pop: the customer is identified before you pick up
- Click-to-call from any number in ERPNext
- Automatic call logging on the contact record
- Lead and ticket creation from missed calls
Better than a promise: we use this integration ourselves every day — this very site runs on ERPNext.
│ 📞 Marie Tremblay
│ Royale Bakery
│ Last ticket: #4821
│ [Open record]
└────────────────────┘
The bridge between 3CX and Frappe.
The coupling relies on 3CX call control and the API of your Frappe instance. On every call event:
- The number is looked up in ERPNext (Contact, Lead, Customer) to identify the caller.
- The matching record opens on the agent's screen, even before they pick up.
- At the end of the call, a communication is logged automatically on the record.
- A missed call from an unknown number can create a lead or a ticket to handle.
ERPNext remains the source of truth: no information is recorded twice, even if an event is processed several times.
Less wasted time
No more manual searching while the line rings: the right record is already on screen.
A complete history
Every call leaves a trace in the right place. The customer record tells the whole story, with no manual entry.
Your data stays with you
The coupling connects your 3CX and your ERPNext directly. No foreign platform in the middle of your communications.
45-minute diagnostic — get clarity on your blind spots.
One of our architects calls you, listens, then gives you in writing the three priorities we would identify if we were your IT department. No sales pitch.