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Customer Review & Reputation Management — A build-to-order ERPNext app that automatically requests reviews from customers ove — 1/1Illustrative preview

A build-to-order ERPNext app that automatically requests reviews from customers over WhatsApp,

SMS, and email after a sale, then aggregates your Google and Facebook reviews into ERPNext with sentiment tagging and a negative-feedback interception flow.

ECOSIRE scopes, builds, installs, and supports it.

What is Customer Review & Reputation Management?

A build-to-order ERPNext app that automatically requests reviews from customers over WhatsApp, SMS, and email after a sale, then aggregates your Google and Facebook reviews into ERPNext with sentiment tagging and a negative-feedback interception flow. ECOSIRE scopes, builds, installs, and supports it. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

`Review Request` DocType linked to the source transaction (`Sales Invoice`, `Delivery Note`, or `Issue`) and `Customer`, with status lifecycle from Pending to Sent to Rated
`hooks.py` `doc_events` handlers fire review requests on document `on_submit` / `on_update_after_submit` at the trigger state you define
Delayed sending via a `scheduler_events` cron job so requests go out N hours after the trigger, not instantly
Multi-channel dispatch over WhatsApp Business API, an SMS gateway, or ERPNext's native email queue, with per-customer channel priority
`Review Template` DocType for editable message wording, timing, and channel fallback order — no redeploy needed for copy changes
Guest-accessible rating capture via a whitelisted `@frappe.whitelist(allow_guest=True)` method writing back to the `Review Request`
Negative-feedback interception: low ratings routed to a private `Feedback Case` DocType with auto-assignment/ToDo instead of a public link
High ratings routed onward to your Google Business Profile or Facebook review URL to grow public star count
Server-side sentiment tagging that classifies review text and stores a filterable sentiment field
Scheduled Google Business Profile connector pulling published reviews into an `External Review` DocType, deduplicated on external id
Scheduled Facebook Page review connector with the same dedup and normalization into `External Review`
Reputation dashboard (Frappe Query Report / Dashboard Chart) for rating trend, response rate, and per-channel breakdown
Role profiles and permission rules keeping private feedback restricted while front-line staff act on assignments
Idempotent, rate-limit-aware API sync with error logging so a platform outage never duplicates or drops reviews
Optional client script on the trigger DocType showing review-request status inline on the source document

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your ERPNext.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

Technical Specifications

ERPNext Compatibility
—
License
Licence confirmation required
Python Requirement
Python 3.10+
Database
MariaDB 10.6+

About this Product

Local service and retail businesses running ERPNext win or lose on their public star rating, yet ERPNext core has no concept of a review request. You close a Sales Invoice or complete a Service Order and nothing happens — the happy customer is never asked, the unhappy one goes straight to Google, and the reviews you do earn live scattered across Google Business Profile and Facebook where nobody on your team ever reads them. ERPNext gives you the transaction data (Customer, Contact, Sales Invoice, Delivery Note) but stops exactly where reputation work begins: there is no outbound review-request engine, no place to store aggregated public reviews, and no way to catch a dissatisfied customer before they post one star.

ECOSIRE builds a proper Frappe app that turns those transactions into a review pipeline. We add a Review Request DocType linked to the source document and customer, and a hooks.py doc_events handler (on_submit / on_update_after_submit) that spawns a request when the trigger document reaches a state you define — invoice submitted, delivery completed, ticket closed. A configurable scheduler_events job sends the request after a delay you set (for example 24 hours post-delivery) over the channel each customer prefers: WhatsApp Business API, SMS gateway, or ERPNext's native email queue, all driven by a Review Template DocType so wording, timing, and channel priority stay editable by your team without code.

The interception flow is the core of the design. Instead of pointing every customer straight at Google, the request first asks a simple 1-to-5 rating captured on a lightweight Frappe web form (a whitelisted @frappe.whitelist(allow_guest=True) endpoint writing back to the Review Request). High raters are routed onward to your public Google or Facebook review link; low raters are diverted into a private Feedback Case DocType that opens an internal ToDo / assignment for your team to resolve — so problems land in ERPNext, not on your public profile. Server-side sentiment tagging classifies incoming text and stores a sentiment field you can group and filter in a Frappe report.

On the aggregation side we build scheduled connectors that pull your published Google Business Profile and Facebook Page reviews into an External Review DocType via the respective platform APIs, deduplicated on external id, so every public review — its rating, author, text, and detected sentiment — is searchable inside ERPNext with a dashboard of rating trend, response rate, and channel breakdown. Role profiles and permissions keep private feedback restricted while letting front-line staff act on assignments.

Because this is build-to-order, you are not downloading a fixed marketplace app. We start from a scoping call, confirm which trigger documents, channels, and platforms you use, and build your version against ERPNext / Frappe v15 or v16. Typical delivery is one working week from confirmed scope. You receive the installable source, UAT on a staging bench, and the git repository — details below.

What you get

  • Installable source code for your version of the app (Frappe app installable via `bench get-app` / `bench install-app`)
  • Installation and configuration on your ERPNext instance, including WhatsApp/SMS/email channel and Google/Facebook API credential wiring
  • Technical documentation: DocType schema, `hooks.py` events, scheduler jobs, whitelisted endpoints, and permission model
  • End-user guide plus a live training session for your review and front-desk staff
  • UAT on a staging bench with sign-off, plus a documented rollback plan before production install
  • Post-go-live support window for defect fixes and configuration adjustments
  • Git repository handover with full commit history and README
  • Configuration workbook of your trigger documents, channel priorities, templates, and routing thresholds

Who this is for

Local service business owner

Runs a clinic, salon, workshop, or home-services firm on ERPNext and knows reviews drive new bookings. Wants every completed job to automatically ask for a review over WhatsApp, and wants unhappy customers caught privately before they post publicly.

Multi-branch retail manager

Operates several outlets tracked in ERPNext and needs one place to see the rating trend and response rate per branch across Google and Facebook, instead of logging into each platform separately.

Marketing / customer-experience lead

Owns the brand's online reputation and wants sentiment-tagged reviews inside ERPNext, editable message templates, and reporting they can act on without asking a developer for every change.

ERPNext administrator / IT lead

Maintains the bench and needs a clean Frappe app on v15/v16 with proper DocTypes, permissions, scheduler jobs, and a documented rollback — not brittle custom scripts bolted onto core.

How Customer Review & Reputation Management Compares

CriterionECOSIRECustom BuildCompetitorERPNext Native
Review request automationAuto-fires from ERPNext transactions via doc_events + schedulerPossible but you build the trigger and scheduler logic yourselfOften email-only or manual send from a listNo review-request concept in ERPNext core
Multi-channel (WhatsApp/SMS/email)All three with per-customer priority and editable templatesEach channel integrated separately at your costUsually one channel, limited fallbackEmail queue only, no review workflow
Google & Facebook aggregationScheduled API connectors into an External Review DocType, dedupedBuild and maintain each API connector yourselfRarely aggregates public reviews back into ERPNextNone
Negative-feedback interceptionPrivate Feedback Case + assignment before any public linkDesign and build the routing logic from scratchSometimes offered, sometimes just a public linkNot available
Sentiment taggingServer-side classification stored as a filterable fieldYou choose and wire a sentiment approach yourselfUncommon in Frappe marketplace appsNone
ERPNext v15/v16 fitProper Frappe app built for your bench versionDepends on your team's Frappe expertiseMay lag core versions or be unmaintainedCore only, no reputation features
Ownership & handoverFull source + git repo + docs + trainingYou own it but carry all build effortLicensed binary, limited source accessN/A
Support after launchPost-go-live window + optional ongoing supportYour team supports itVendor SLA varies, often community-onlyCommunity/general ERPNext support

Frequently Asked Questions about Customer Review & Reputation Management

How long does delivery take?

This is a build-to-order app, not an instant download. After a short scoping call to confirm your trigger documents, channels, and review platforms, typical delivery is one working week from confirmed scope. We build against your ERPNext version and hand over after UAT sign-off on a staging bench.

Which ERPNext and Frappe versions are supported?

We build for ERPNext / Frappe Framework v15 and v16. We confirm your exact bench version during scoping and target that version so the app installs cleanly via `bench get-app` and `bench install-app`.

How do the WhatsApp, SMS, and email channels work?

Email uses ERPNext's native email queue out of the box. WhatsApp uses the WhatsApp Business API and SMS uses an SMS gateway — you provide (or we help you obtain) the provider credentials, which we wire into the app's channel settings. Message wording and channel priority are editable in the `Review Template` DocType.

Do you handle Google and Facebook API access?

Yes. We build scheduled connectors against the Google Business Profile and Facebook Graph APIs to pull published reviews into ERPNext, deduplicated on external id. You authorize the API access for your own business accounts; we implement, configure, and test the sync, including rate-limit and error handling.

How does the negative-feedback interception work — is it against platform policy?

The request asks the customer for a private rating first. Satisfied customers are simply offered your public review link; dissatisfied ones are routed into a private `Feedback Case` in ERPNext so your team can resolve the issue. We do not gate, filter, or fake public reviews — we route your outreach and give you a chance to fix problems before they escalate, which is standard and policy-compliant.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration tweaks. Because you receive the full source and git repository, your team can maintain it, or you can retain ECOSIRE for ongoing support, version upgrades to future Frappe releases, and enhancements under a separate arrangement.

Can it trigger from documents other than Sales Invoice?

Yes. The `hooks.py` `doc_events` binding is configured per project. We can trigger from a submitted `Sales Invoice`, a completed `Delivery Note`, a closed Helpdesk `Issue`, or another DocType and state you use — we confirm the exact triggers during scoping.

Do we own the code?

Yes. You receive installable source and the git repository with full history. Your version of the app is yours to run, modify, and maintain.

Request a quote

Customer Review & Reputation Management

A build-to-order ERPNext app that automatically requests reviews from customers over WhatsApp, SMS, and email after a sale, then aggregates your Google and Facebook reviews into ERPNext with sentiment tagging and a negative-feedback interception flow. ECOSIRE scopes, builds, installs, and supports it.

  • `Review Request` DocType linked to the source transaction (`Sales Invoice`, `Delivery Note`, or `Issue`) and `Customer`, with status lifecycle from Pending to Sent to Rated
  • `hooks.py` `doc_events` handlers fire review requests on document `on_submit` / `on_update_after_submit` at the trigger state you define
  • Delayed sending via a `scheduler_events` cron job so requests go out N hours after the trigger, not instantly
  • Multi-channel dispatch over WhatsApp Business API, an SMS gateway, or ERPNext's native email queue, with per-customer channel priority

Request a Quotation

Tell us about your Customer Review & Reputation Management requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.