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Approved templates, one sender per purpose, opt-in and quiet hours respected, and a delivery report that proves the message went.
Free, no-obligation consult — just a real person.
Official ERPNext Partner
In business since 2011 · 200+ clients
In most chains, customer communication is a collection of personal phone numbers. A salesperson messages their customers; a technician messages theirs. It works, right up until that person leaves — at which point the relationship, the history and every promise made in that thread leave with them.
It also leaves you with no answer to a customer who says they were messaged at eleven at night, or never told their phone was ready.
In business since
Clients served
ERP projects
Work by referral
, so the relationship belongs to the staff member.
, or when, or to whom.
, which means it mostly does not happen.
, so you know what you sold and not what you missed.
, having sat with someone for a week.
, with no consent record behind them.
| When this happens | The customer gets |
|---|---|
| A job card is created | Confirmation, with the tracking link |
| An estimate is ready | The approval link, to decide on their own phone |
| A part is delayed | An honest update, before they ring to ask |
| The device is ready | Collection details |
| An invoice is raised | The invoice, and a payment link if there is a balance |
| An EMI instalment is near | A reminder |
| Warranty is about to expire | A renewal prompt |
| The job is closed | A feedback request |
None of these depend on anyone remembering. They are rules attached to what happens to a document, which means the customer's experience does not vary with how busy the counter was that afternoon.
Service, sales, EMI, warranty, helpdesk and marketing each send from their own sender profile with its own number and credentials. That is not tidiness for its own sake — it means a customer can mute your marketing without also muting the message that tells them their phone is ready, and it means a problem with one stream does not take the others down with it.
Templates are written once and approved by Meta, so what goes out is consistent and compliant rather than improvised per message.
, and marketing respects it.
A campaign does not wake a customer at eleven at night because someone scheduled it carelessly.
stops one customer receiving five messages from five different rules.
A message about the customer's own device always goes. Promotion has to earn its way past all three gates.
across every future campaign, not just the current one.
, not typed — expiring warranties, uncollected devices, lapsed customers, a campaign segment.
, with the customer's history beside the dial button, so the call opens with context rather than an apology.
Interested, call back, wrong number, not interested, do not call — recorded, so the next agent is not starting from nothing.
from every future campaign automatically.
Most chains measure what they sold. Almost none measure what walked in, which means the most useful number in retail — how many people you converted — does not exist.
A visit log records the walk-in, what they were interested in, who attended them, and whether it turned into a sale. Over a month that produces a conversion figure per branch and per salesperson, and it is usually the first report that changes how a branch is actually managed.
after the job closes, with stars, NPS and comments.
and notifies the branch manager — so an unhappy customer becomes an action rather than a statistic.
, and a breach escalates on its own: agent, then service manager, then branch manager, then head office.
, which matters, because the complaints that damage you most are the ones nobody passed on.
sent, delivered, read or failed, with the reason.
calls, connects, dispositions and outcomes by agent.
who walked in, and what they were after.
visits against sales, by branch and salesperson.
what was answered in time, and what escalated.
by branch, over time.
| Today | After |
|---|---|
| Messages from personal numbers | Approved templates from the business, one sender per purpose |
| No record of what was sent | Every attempt logged with its outcome |
| Follow-up when someone remembers | Rules attached to what happens to the document |
| Marketing sent on instinct | Consent, quiet hours and a daily cap |
| Walk-ins uncounted | A visit log and a real conversion rate |
| Complaints that surface late | A ticket opened automatically, with an SLA that escalates |
Official ERPNext Partner
Yes. This connects to the Meta Cloud API using your own business account and numbers, so the messages come from you. We set up the sender profiles, and templates are submitted for Meta's approval as part of the project.
The controls exist precisely to prevent that: consent, quiet hours, a daily cap, the utility-versus-marketing separation, and Do Not Call handling. The usual reason a number gets blocked is bulk promotion to people who never opted in, which is what the gates are there to stop.
They can, but there is much less reason to. The routine messages — status, estimate, ready, invoice — send themselves, so what is left is genuine conversation rather than clerical work.
Marketing is held and released when quiet hours end. Utility messages about a customer's own device are not held, because a customer wanting to know their phone is ready is not being disturbed.
Yes — a list is generated from the data you already hold, such as expiring warranties, lapsed customers or buyers of a particular brand, and becomes either a message campaign or a telecalling queue.
It presents the queue with the customer's history and records the disposition. Integration with a specific dialer or cloud-telephony provider is a scoping question, and we will tell you what your provider supports before promising it.
Feedback, tickets and the SLA ladder are part of the same module, so a poor rating becomes a ticket, the ticket has a clock, and the clock escalates without anyone having to intervene. Helpdesk & Customer Support →
Get a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011