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Team Messaging & Collaboration — Slack-style team chat built directly into ERPNext, with channels, direct messages, and threa — 1/1Illustrative preview

Slack-style team chat built directly into ERPNext, with channels,

direct messages, and threads pinned to the exact Sales Order, Task, or HD Ticket being discussed.

ECOSIRE builds, installs, and supports it on your Frappe/ERPNext v15/v16 site after you request a quotation.

What is Team Messaging & Collaboration?

Slack-style team chat built directly into ERPNext, with channels, direct messages, and threads pinned to the exact Sales Order, Task, or HD Ticket being discussed. ECOSIRE builds, installs, and supports it on your Frappe/ERPNext v15/v16 site after you request a quotation. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

Dedicated Frappe app exposing `Chat Channel`, `Chat Message`, and `Chat Membership` DocTypes with proper naming series and migrations
Public, private, and direct-message channel types enforced through ERPNext role profiles and DocType permission rules
Message threads bound to any reference document via `reference_doctype` / `reference_name`, rendered in both the chat panel and the source record
Real-time delivery, typing indicators, presence, and unread badges over Frappe's Socket.IO `frappe.realtime` pub/sub — no polling
@mention parsing that fires Frappe `Notification Log` entries plus optional email and mobile push to mentioned users
File sharing on the standard `File` DocType with inline image/PDF previews and permission-aware attachment access
Event-driven bot messages posted from `hooks.py` `doc_events` (on_submit, on_update, on_cancel) for Sales Order, Purchase Order, Task, and HD Ticket flows
Server-side `@frappe.whitelist()` methods over the Frappe REST API for posting, fetching history, and marking read from external systems
Scheduled channel digests and stale-thread reminders via `scheduler_events` (cron / daily / hourly handlers)
Message reactions, edit/delete with audit trail, and soft-deletion that respects the Frappe document versioning system
Permission query conditions so channel and DM lists are filtered per user without exposing unauthorized conversations
Optional Slack/Teams mirror and email fallback delivery for members who are offline, configurable per channel
Global and in-channel full-text search using Frappe's query layer, scoped to channels the user can access
Packaged as versioned source with `fixtures`, custom fields, and client scripts — migratable across staging and production benches

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

Cross-functional teams running ERPNext end up living in two worlds: the record is in ERPNext, but the conversation about it happens in Slack, WhatsApp, or email. Decisions get made where the ERP can't see them, context is lost when someone leaves the channel, and a new joiner has no way to reconstruct why a Sales Order was discounted or a HD Ticket was escalated. ERPNext core ships a Comment field and the assignment/notification system, but there is no real-time channel model, no direct messages, no message threads, and no presence — the native tools were built for record annotations, not for a team having a live conversation next to the work.

ECOSIRE builds a proper Frappe app — its own module with a Chat Channel, Chat Message, and Chat Membership DocType set — that adds a first-class messaging layer inside ERPNext. Channels and direct messages behave the way your team expects (unread counts, @mentions, threaded replies, reactions, file attachments with inline previews), but every message can also be bound to a reference document via the standard reference_doctype / reference_name link fields. That means a thread can be anchored to a specific Task, Project, Sales Order, or HD Ticket, and the conversation renders both inside the chat panel and in the document's own workspace. Real-time delivery uses Frappe's Socket.IO frappe.realtime pub/sub, so messages, typing indicators, and unread badges push instantly without polling, and everything is governed by ERPNext role profiles and DocType permissions so a channel only shows to users who are entitled to see it.

The integration with your business events is where a build-to-order app pulls ahead of a generic chat plugin. We wire hooks.py doc_events and controlled server scripts so that ERPNext lifecycle changes post structured bot messages into the right channel — a Sales Order submitted, a Purchase Order approved, a ticket breaching SLA, a Stock Entry short on inventory. Scheduled digests are delivered through scheduler_events, and outbound integrations (Slack mirror, email fallback, mobile push) are exposed as @frappe.whitelist() methods over the Frappe REST API so your other systems can post into channels too. Client scripts and a custom Desk page provide the chat UI; permission queries and role checks keep direct messages private; and everything is packaged as versioned, migratable code with proper fixtures so nothing depends on manual site configuration.

Because this is build-to-order, you are not downloading a fixed listing — ECOSIRE scopes the exact channels, event triggers, DocType bindings, and integrations your team needs, then builds and installs them on your Frappe/ERPNext v15 or v16 site. After a short scoping call we confirm the specification, and typical delivery is one working week from confirmed scope depending on how many event hooks and third-party mirrors you want. We validate on a staging bench first, hand over the git repository and technical documentation, run a training session, and stay on through a post-go-live support window. No fabricated benchmarks, no instant-download promise — real code, built for your instance, that you own.

What you get

  • Installable source code for your version of the messaging app, packaged as a proper Frappe app
  • Installation and configuration on your Frappe/ERPNext v15 or v16 site (staging first, then production)
  • Technical documentation: DocType schema, hooks/event map, whitelisted API reference, and permission model
  • End-user guide plus a live training session for your team and administrators
  • UAT on a staging bench with a documented rollback plan before production cut-over
  • Post-go-live support window for defect fixes and configuration adjustments
  • Git repository handover with full commit history and branch/tag conventions
  • Deployment runbook covering bench migrate, asset build, and Socket.IO/supervisor configuration

Who this is for

Operations & fulfillment teams

Coordinators who work Sales Orders, Purchase Orders, and Stock Entries all day and need the conversation about a delivery or shortage to live on the record itself, not in a disconnected chat app.

Support and helpdesk leads

Managers running ERPNext Helpdesk who want internal threads and escalation chatter pinned to each HD Ticket, with bot alerts firing automatically on SLA breach or reassignment.

Project and delivery managers

Leads driving Projects and Tasks who need @mention-driven accountability, threaded discussion per task, and scheduled digests so nothing stalls silently between updates.

IT / ERPNext administrators

The team responsible for the bench who want a permission-aware, migratable app with clean hooks and API surfaces rather than a brittle plugin that breaks on the next `bench migrate`.

How Team Messaging & Collaboration Compares

CriterionECOSIRECustom BuildCompetitorERPNext Native
Chat inside ERPNextNative Desk chat with channels, DMs, threads and presencePossible but you design and build the whole modelBolt-on chat, often generic and not Desk-integratedOnly per-record comments, no real chat
Link to DocTypesThreads bound to Sales Order, Task, HD Ticket via reference fieldsDepends entirely on your build effortUsually standalone chat, weak record bindingComments attach to one record, no threaded discussion
Event-driven bot messages`hooks.py` doc_events + scheduler post structured alertsYou write and maintain every hook yourselfRarely wired to your business eventsAssignment/notification emails only, no channel posts
Real-time deliverySocket.IO `frappe.realtime` pub/sub, no pollingYou configure and test realtime plumbingVaries; some poll or rely on emailNo realtime chat layer
Permissions & privacyRole profiles + permission query conditions per channelMust be designed and hardened by youOwn permission model, may not respect ERPNext rolesStandard DocType permissions only
Version supportBuilt and tested on Frappe/ERPNext v15 and v16Whatever you target and maintainDepends on the vendor's release cadenceShips with core, no chat to support
Ownership & handoverFull git repo, docs and training handed overYou own it but carry all build costLicensed; source often closedN/A — part of core
Support modelPost-go-live window plus optional retainerYour team is the only supportVendor SLA, generic to all customersCommunity/ERPNext support, no custom scope

Frequently Asked Questions about Team Messaging & Collaboration

How long does delivery take?

This is a build-to-order app, not an instant download. After a short scoping call we confirm the specification, and typical delivery is one working week from confirmed scope. The exact timeline depends on how many event triggers, DocType bindings, and third-party mirrors (Slack, email, push) you want included.

How do you handle support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration tweaks, and we hand over the full git repository so your team owns the code. Beyond the included window we offer ongoing support and version-upgrade retainers, including compatibility work when you move between Frappe/ERPNext major versions.

Is this a Frappe Cloud Marketplace app I can just install?

No. ECOSIRE builds and installs it on your site as a proper Frappe app tailored to your channels, events, and permissions. You receive installable source code and the git repository, and it migrates cleanly across your staging and production benches via `bench migrate`.

Which ERPNext versions are supported?

We build against Frappe/ERPNext v15 and v16. The app is delivered as versioned, migratable source using standard `hooks.py`, DocTypes, `fixtures`, and whitelisted methods, so it upgrades with your bench rather than fighting it.

Can messages be tied to specific ERPNext documents?

Yes — that is the core value. Any thread can be bound to a reference document through `reference_doctype` and `reference_name`, so a conversation attaches to a specific Sales Order, Task, Project, or HD Ticket and renders both in the chat panel and on the source record.

Will bot messages fire from our ERPNext business events?

Yes. We wire `hooks.py` `doc_events` (on_submit, on_update, on_cancel) and, where appropriate, controlled server scripts so lifecycle changes — order submitted, PO approved, ticket escalated, stock short — post structured bot messages into the right channel. Scheduled digests use `scheduler_events`.

How is privacy and access controlled?

Channel and message visibility is enforced through ERPNext role profiles, DocType permissions, and permission query conditions. Direct messages and private channels are filtered per user at the query level, so no one sees conversations they are not a member of.

Request a quote

Team Messaging & Collaboration

Slack-style team chat built directly into ERPNext, with channels, direct messages, and threads pinned to the exact Sales Order, Task, or HD Ticket being discussed. ECOSIRE builds, installs, and supports it on your Frappe/ERPNext v15/v16 site after you request a quotation.

  • Dedicated Frappe app exposing `Chat Channel`, `Chat Message`, and `Chat Membership` DocTypes with proper naming series and migrations
  • Public, private, and direct-message channel types enforced through ERPNext role profiles and DocType permission rules
  • Message threads bound to any reference document via `reference_doctype` / `reference_name`, rendered in both the chat panel and the source record
  • Real-time delivery, typing indicators, presence, and unread badges over Frappe's Socket.IO `frappe.realtime` pub/sub — no polling

Request a Quotation

Tell us about your Team Messaging & Collaboration 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.