ClefinCode - Omni-Channel Feature

At ClefinCode, we have developed an omni-channel messaging solution that is fully open source and built directly on top of an ERP system—ERPNext, which itself is an open-source platform. This marks the first-ever ERP-based, open-source omni-channel messaging platform, and we are confident it will be a valuable tool for companies and developers worldwide.

Key Features and Integration

The core of this new feature is the unification of multiple communication channels under one powerful interface within ClefinCode Chat. The system supports:

1. WhatsApp integration
2. Telegram integration
3. Facebook Messenger integration
4. Instagram messaging integration

With these integrations, businesses can seamlessly manage inquiries from leads, customers, and suppliers without relying on employees’ personal accounts. Instead, all communication happens through the company’s official channels, ensuring a consistent and professional experience.

Seamless Employee Collaboration

A significant advantage of the ClefinCode Chat omni-channel feature is how it handles employee collaboration. When a lead reaches out via any channel—WhatsApp, Instagram, Facebook, or Telegram—the conversation is directed to the assigned employee. If at any point another team member’s expertise is required, they can be added directly to the same chat within the system. This eliminates the need to redirect the customer to a different phone number or platform.

From the customer’s perspective, the conversation remains smooth and continuous. They will see a notification when another team member joins the chat, and our system will clearly identify which employee is speaking at any time. This ensures transparency and helps maintain a professional dialogue, regardless of how many internal team members are involved.

Unified Conversations with External Partners

Another powerful aspect of this feature is its flexibility in involving external partners, such as suppliers, directly within the same conversation. Rather than adding suppliers and customers to the same group chat in WhatsApp—often a less secure and less professional approach—our platform allows you to bring them together within a single conversation in ClefinCode Chat.

For example, if you need to consult a supplier while discussing an offer with a customer, you can seamlessly add the supplier’s WhatsApp number to the chat. Both the customer and supplier will see each other’s messages and will be able to collaborate effectively. Once the conversation is complete, you can remove the supplier from the chat, maintaining clarity and focus for future discussions.

Driving True Digital Transformation

This omni-channel feature is designed to unify all communication channels within the ERP itself. It not only helps avoid confusion and miscommunication but also eliminates the risk of losing conversations when an employee leaves the company. By centralizing communication in one platform, ClefinCode Chat supports a more secure, transparent, and efficient workflow.

This feature is part of our broader mission to drive digital transformation for businesses of all sizes. We believe that providing this as an open-source tool will help other companies and developers create even more powerful solutions and foster innovation in the industry.

If you’re interested in trying out the first free open-source omni-channel messaging solution built on top of ERPNext, explore the ClefinCode Chat application and see how it can enhance your team’s communication and collaboration today.