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Kısa bilgiler
- Fiyat
- $199.00 USD
- ERPNext versiyonları
- —
- Kurulum süresi
- 30 dk.
- Lisans
- Bir kerelik kalıcı
- Diller
- 11 language
Tek Seferlik Satın Alma
NPS / CSAT Survey & Feedback Engine for ERPNext
A build-to-order Frappe app that fires NPS, CSAT, and CES surveys automatically from ERPNext lifecycle events, captures responses on the customer record, and routes detractor feedback into follow-up workflows. ECOSIRE scopes, builds, installs, and supports it for your instance.
$199.00USD
Şimdi ödeme yok. Bu, ekibimize bir teklif talebi gönderir — fiyat ve sonraki adımlarla e-posta ile dönüş yapacağız.
Temel Özellikler
Dedicated `Survey Campaign` DocType defining channel, audience filter, question set, and per-customer send throttle to prevent survey fatigue
NPS (0-10), CSAT (1-5), and CES survey types configured per campaign via a `Survey Question` child table
Event-triggered sending via `hooks.py` doc events — `Delivery Note` on_submit, `Issue` on Closed, `Sales Invoice` on payment — each enqueued as a background job
`Survey Response` DocType stores score, verbatim comment, channel, timestamp, and a `Dynamic Link` back to the source document and `Customer`/`Contact`
Multi-channel delivery: email through Frappe's `Email Queue` + Email Templates, plus WhatsApp and SMS via whitelisted server-side methods and your gateway
Tokenized single-use public response links served by `frappe.whitelist(allow_guest=True)` — no customer login required, answer maps straight to the response row
Automatic NPS bucketing (promoter/passive/detractor) computed server-side on response save
Detractor escalation workflow: below-threshold scores auto-open or update a `ToDo`/`Issue`/CRM task, assigned by role profile with owner notification
`scheduler_events` for reminder nudges, invitation expiry, and periodic NPS/CSAT rollup aggregation
Response capture surfaced on the `Customer` record via a linked dashboard so CX and sales see satisfaction history in context
Client scripts for in-desk manual score entry when an agent captures feedback during a call
Frappe REST API and whitelisted methods exposing score trends and campaign metrics for Power BI or external BI pulls
Permission rules and role profiles (CX Agent, CX Manager) scoping who can configure campaigns versus view responses
Idempotent send logic — duplicate triggers on the same document/customer within a window are suppressed
Configurable detractor threshold, reminder cadence, and invitation TTL exposed as settings, not hardcoded
Built and tested against Frappe/ERPNext v15 and v16
Bu Ürün Hakkında
Most ERPNext teams already know their delivery volume, ticket close rate, and invoice totals — but they cannot tell you whether customers were actually happy at each of those moments. ERPNext core has no NPS, CSAT, or CES instrument. You can bolt a third-party survey SaaS onto the side, but then the score lives in a tool that has no idea which Delivery Note, Issue, or Sales Invoice triggered it, no link back to the Customer record, and no way to open an escalation when someone rates you a 2. The signal and the system of record stay divorced, and detractors slip away silently.
Neden NPS / CSAT Survey & Feedback Engine for ERPNext
Dedicated `Survey Campaign` DocType defining channel, audience filter, question set, and per-customer send throttle to prevent survey fatigue
NPS (0-10), CSAT (1-5), and CES survey types configured per campaign via a `Survey Question` child table
Event-triggered sending via `hooks.py` doc events — `Delivery Note` on_submit, `Issue` on Closed, `Sales Invoice` on payment — each enqueued as a background job
`Survey Response` DocType stores score, verbatim comment, channel, timestamp, and a `Dynamic Link` back to the source document and `Customer`/`Contact`
Multi-channel delivery: email through Frappe's `Email Queue` + Email Templates, plus WhatsApp and SMS via whitelisted server-side methods and your gateway
Tokenized single-use public response links served by `frappe.whitelist(allow_guest=True)` — no customer login required, answer maps straight to the response row
The NPS / CSAT Survey & Feedback Engine is a proper Frappe app that ECOSIRE builds for your ERPNext instance so satisfaction measurement lives inside the ERP itself. We model dedicated DocTypes — a Survey Campaign (channel, audience filter, throttle rules, question set), a Survey Question child table supporting NPS 0–10, CSAT 1–5, and CES scales, and a Survey Response that stores the score, verbatim comment, channel, and a Dynamic Link back to the originating document and Customer/Contact. Sending is driven by hooks.py doc events: a Delivery Note on submit, an Issue moving to Closed, or a Sales Invoice on payment can each enqueue the right survey through a background job so the transaction is never blocked.
Delivery is multi-channel and template-driven. Email goes out through Frappe's native Email Queue and Email Template rendering; WhatsApp and SMS route through your existing gateway (Frappe's SMS Settings, or a Twilio/Meta Cloud API integration we wire in) via whitelisted server-side methods. Respondents click a tokenized, single-use public link served by a whitelisted frappe.whitelist(allow_guest=True) endpoint, so no login is required and the token maps the answer straight back to the correct response row. A scheduler_events hook handles reminders, expiry of stale invitations, and periodic rollups. When a response lands below your detractor threshold, a server script opens or updates a follow-up record — a ToDo, an Issue, or a CRM task — assigns it by role profile, and notifies the CX owner, so the loop actually closes instead of a red number sitting on a dashboard.
Because this is build-to-order, nothing is generic. We start from your real triggers, scales, channels, and escalation SLAs, build against Frappe/ERPNext v15 or v16, add client scripts for in-desk score entry where your agents need it, expose the Frappe REST API and whitelisted methods so Power BI or another BI tool can pull the score trend, and lock down every DocType with the correct permissions and role profiles. You get the installable source, documentation, training, a UAT pass on staging, and a git repository handover — a survey engine that belongs to you and speaks fluent ERPNext, not a rented dashboard sitting outside your data.
Ne elde edeceksin
- Installable Frappe app source code (custom app) for your ERPNext version, pinned to v15 or v16
- Installation and configuration on your instance — campaigns, triggers, channels, thresholds, and role profiles set up to your scope
- Technical documentation: DocType reference, hooks and scheduler map, whitelisted API endpoints, and gateway integration notes
- End-user guide plus a live training session for your CX team on running campaigns and handling escalations
- Post-go-live support window for defect fixes and configuration adjustments
- UAT on a staging bench with a documented rollback plan before production cutover
- Private git repository handover with full commit history and branch/tag conventions
- Sample survey templates (NPS/CSAT/CES) and email/WhatsApp/SMS message copy you can edit
Bu kimin için
CX / Customer Success Lead
Owns the satisfaction program and needs NPS and CSAT measured at real ERPNext moments — post-delivery and ticket-close — with detractors escalated automatically instead of buried in a spreadsheet.
Support / Helpdesk Manager
Wants a CSAT survey fired the instant an `Issue` closes, the score linked back to the ticket and agent, and low scores reopening a follow-up task so no unhappy customer goes quiet.
ERPNext System Administrator
Needs the survey logic to live inside ERPNext as a maintainable Frappe app — proper DocTypes, hooks, permissions, and a git handover — not a disconnected SaaS with brittle webhooks and no data ownership.
Revenue / Operations Analyst
Pulls NPS and CSAT trends through the Frappe REST API into Power BI to correlate satisfaction with churn, repeat orders, and account value across the customer lifecycle.
Kuruluma genel bakış
ECOSIRE'dan indirin
Lisansı ecosire.com adresinden satın alın ve hesap kontrol panelinizden NPS / CSAT Survey & Feedback Engine for ERPNext uygulamasının ZIP dosyasını indirin.
Uygulamayı bankınıza ekleyin
ZIP dosyasını tezgahınızın uygulamalar klasörüne çıkarın veya çıkarılan uygulamanın yolunu içeren "bench get-app" komutunu çalıştırın.
Sitenize yükleyin
NPS / CSAT Survey & Feedback Engine for ERPNext yüklemek ve şemasını uygulamak için `bench --site SITE_NAME install-app APP_NAME` komutunu ve ardından `bench move'u çalıştırın.
Lisansınızı etkinleştirin
Sitenizdeki ECOSIRE Lisans ayarlarını açın ve lisans anahtarınızı etkinleştirin. Ücretsiz ecosire_connect ve ecosire_license_client uygulamalarını gerektirir.
NPS / CSAT Survey & Feedback Engine for ERPNext Nasıl Karşılaştırılır
| Kriter | ECOSIRE | Özel Yapı | Rakip | Odoo Yerlisi |
|---|---|---|---|---|
| Fit to your ERPNext triggers | Built around your exact events (delivery, ticket-close, invoice) | Fully bespoke but you specify and maintain everything | Fixed triggers, limited to what the app author shipped | |
| Survey types (NPS/CSAT/CES) | All three, configured per campaign | Whatever you build | Usually one or two, rigid scales | |
| Detractor escalation | Auto-opens assigned follow-up task with SLA | Build it yourself | Rarely wired to ERPNext workflows | |
| Response linked to customer record | Dynamic Link back to source doc and Customer | Depends on your build | Often lives in an external SaaS silo | |
| Multi-channel delivery | Email + WhatsApp + SMS via your gateway | Each channel built and maintained by you | Frequently email-only | |
| Delivery time | 2-4 weeks from confirmed scope | Months of in-house build and QA | Instant install, then heavy customization | |
| Data ownership & handover | Full source + git repo handover | You own it, you built it | Closed source, vendor-locked | |
| Support & maintenance | Post-go-live window + optional ongoing | Your team carries it alone | Author-dependent, varies widely |
NPS / CSAT Survey & Feedback Engine for ERPNext hakkında Sıkça Sorulan Sorular
Is this an app I can download and install myself right now?
No. This is a build-to-order engagement. ECOSIRE scopes your triggers, channels, and escalation rules, then builds, installs, and configures the Frappe app on your ERPNext instance. It is not an existing Frappe Cloud Marketplace download.
How long does delivery take?
Typical delivery is 2 to 4 weeks from confirmed scope, depending on the number of survey triggers, channels (email/WhatsApp/SMS), and the complexity of your detractor escalation workflow. We confirm a firm timeline after the scoping call.
Which ERPNext versions are supported?
We build and test against Frappe/ERPNext v15 and v16. Tell us your exact version and bench setup during scoping and we pin the app to it.
How do WhatsApp and SMS surveys actually get sent?
Delivery routes through your existing gateway — Frappe's native SMS Settings, or a Twilio/Meta WhatsApp Cloud API integration we wire in — invoked from whitelisted server-side methods. Email uses Frappe's native Email Queue and Email Templates. You control the sending credentials.
How does a customer answer without logging into ERPNext?
Each invitation carries a single-use token pointing at a public `frappe.whitelist(allow_guest=True)` endpoint. The customer clicks, submits a score and comment with no login, and the token maps the answer directly to the correct `Survey Response` and `Customer` record.
What happens to detractors automatically?
When a response falls below your configured threshold, a server script opens or updates a follow-up record — a `ToDo`, `Issue`, or CRM task — assigns it by role profile, and notifies the CX owner, so low scores trigger action rather than sitting on a dashboard.
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, and ECOSIRE offers ongoing support or version-upgrade engagements separately as needed.
Teklif isteyin
NPS / CSAT Survey & Feedback Engine for ERPNext
A build-to-order Frappe app that fires NPS, CSAT, and CES surveys automatically from ERPNext lifecycle events, captures responses on the customer record, and routes detractor feedback into follow-up workflows. ECOSIRE scopes, builds, installs, and supports it for your instance.
- Dedicated `Survey Campaign` DocType defining channel, audience filter, question set, and per-customer send throttle to prevent survey fatigue
- NPS (0-10), CSAT (1-5), and CES survey types configured per campaign via a `Survey Question` child table
- Event-triggered sending via `hooks.py` doc events — `Delivery Note` on_submit, `Issue` on Closed, `Sales Invoice` on payment — each enqueued as a background job
- `Survey Response` DocType stores score, verbatim comment, channel, timestamp, and a `Dynamic Link` back to the source document and `Customer`/`Contact`