Integrate FreePBX 17 with ERPNext 16 SolutionsERP and Revolutionise Customer Service

In today’s highly competitive B2B environment, time and personalised communication are the most valuable currencies. Sales and support teams, who constantly have to switch between the telephone exchange and the CRM system, lose not only precious seconds but also the full context of the customer relationship.

The answer to this problem is a proprietary solution from SolutionsInc – an advanced integration of the FreePBX exchange with our flagship cloud system SolutionsERP (Frappe CRM/ERPNext).

Thanks to the Solutions Telephony Connector module, we combine the reliability of a stationary VoIP infrastructure (on-premise) with modern customer relationship management in the cloud (SaaS).

Why does your company need this integration?

Without a cohesive ecosystem, call history gets lost in the PBX logs, recordings are difficult to access, and agents waste time manually dialling numbers and searching for caller details. The integration from SolutionsInc completely changes this working model: your team works exclusively within the intuitive browser interface (CRM, Desk, Helpdesk modules), whilst the physical phones seamlessly execute their commands.

Key benefits for your business:

• Full context from the first second (Screen pop)When a customer who already has an account in our CRM/ERP system calls, the system automatically recognises their number and displays a pop-up window on the agent’s screen. Before the employee even picks up the receiver, they can see the customer’s first and last name, assigned contract (Deal), sales potential (Lead), or currently open service ticket (Helpdesk Ticket). This allows for immediate, personalised service.
• Instant call initiation (Click-to-call)No more manual typing of numbers from the screen onto the phone keypad. From the customer card level in the CRM, a single click is enough for the system to instruct the FreePBX exchange to establish a connection. This increases the productivity of sales representatives and eliminates the risk of errors.
• Automated history and “Timeline”Every call – incoming, outgoing, and missed – is automatically logged in SolutionsERP. Employees in the CRM system see an interactive, 45-day activity chart on the object lists. A single glance is enough for an employee to assess the intensity of contact with a given customer over the last few weeks.
• Secure access to recordings (BYOB S3)Call recordings are a crucial element of quality control and security. Our system automatically converts recordings into a lightweight MP3 format and makes them accessible from the browser level in the CRM.For companies with restrictive security policies, we have introduced the BYOB (Bring Your Own Bucket) mode: recordings can go directly to your own S3 object server (e.g., Garage, MinIO, Amazon AWS). SolutionsERP only stores links – sensitive files never leave the client’s infrastructure.

Reliable architecture designed for security

SolutionsInc’s solution stands out from the market competition with its well-thought-out architecture. We do not use unreliable, single webhooks. Our Solutions Telephony Connector is a highly optimised application written in the Go language, operating safely within your local network.

What does this mean for an IT Director (CTO)?

1. No open ports: Communication is one-way – from your FreePBX server to our cloud (HTTPS). We do not require exposing sensitive interfaces (Asterisk Manager Interface) to the public Internet.
2. Resilience to network failures: The Connector has a built-in SQLite queue. In the event of a temporary Internet outage, events and recordings are safely buffered locally and sent to the cloud immediately upon restoring connectivity. No customer contact history will be lost.
3. Advanced diagnostics: Ongoing status monitoring, cyclical heartbeat signals, and an event log (Event Log) are available to the administrator directly from the SolutionsERP panel, minimising the need to log into servers via SSH.

Supported platforms

Our service integrates directly with FreePBX systems in versions 15, 16, and the latest FreePBX 17 environment. Apart from the flagship integration with Asterisk, the environment also supports upstreaming for solutions such as Twilio or Exotel.

Take a step towards modern sales with SolutionsInc

Stop wasting time on repetitive, manual tasks. Combine the power of proven VoIP telephony with the innovative SolutionsERP management system. Provide your employees with tools that will make their work easier, and your customers with world-class service.

Contact our sales department – or check our a free version and see how the integrated SolutionsInc environment will impact your team’s efficiency.