"Worked with Aslam and the team, very responsive and quick, was able to create our CRM and integrate it with our call center (operating overseas) and keep the support ongoing, would defiantly recommend the company and the service"
Ahmed Kloub
Lemon Tree Events · Dubai, UAE
What we built
3CX fully integrated
Calls made directly from inside ERPNext, no app switching.
Recordings auto-linked
Every call recording attached to its lead automatically.
Smart queue system
One contact at a time. The next arrives the moment the current is handled.
Live dashboards
Agent targets, call logs, and team performance in real time.
Where they started
A growing sales team running on copy-paste and parallel apps.
The first time I walked into Lemon Tree's office, the energy was something else. Phones ringing constantly. Agents juggling 3CX on one screen, Excel on another, sticky notes physically on monitors, a WhatsApp group going off in the background. The actual ERP? Hadn't been opened all morning.
Calls were coming in through 3CX but nothing was reaching the system. Leads vanished into agents' personal notebooks. The same prospect would get called twice, sometimes by people sitting next to each other.
The manager couldn't tell who was on a call without standing up to look. There was no version of this that scaled.
The old daily process
Repeated for every single call, by every agent, every day.
What they came to us for
Not just a better CRM. A fully connected calling operation.
They came in with a clear ask. Stop paying per seat for a tool they'd outgrown. Make calls from inside the same system, no switching apps. Tie every call to the lead, the agent, and the outcome automatically. Play recordings straight from the contact record without digging through a separate system.
They also wanted the system to be smart about contact lifecycle. Numbers marked Do Not Contact should never resurface. Unanswered contacts should re-enter the queue after 24 hours. Contacts marked Not Interested should come back after 3 months. A no today isn't always a no in 90 days.
Do Not Contact
Never resurface
Unanswered
Re-queue after 24 hrs
Not Interested
Re-queue after 3 months
The proposal that changed the workflow
From batches of 50 to one contact at a time.
We didn't just plug 3CX into ERPNext. We built them an Agent Workspace. Every inbound call surfaces with caller history. Every agent has a live queue. They claim calls, log outcomes, create or update leads, and never leave one screen.
The manager sees the whole floor in real time. Who's busy, who's available, where every enquiry stands.
The first morning the team used it, the manager messaged me at lunch: "I haven't stood up to check on anyone in three hours." That was when I knew it had landed.
Before
- Manager manually assigns 50 contacts per agent
- Static batches, no dynamic re-assignment
- Priority contacts queued with everyone else
- Manager time spent on distribution, not oversight
After
- Auto-assign next contact the moment current one is completed
- Queue draws from customer group dynamically
- Priority override for manual assignments
- Manager dashboard shows team activity in real time
What the agent sees
The agent workspace, inside ERPNext.
Call Queue
Gulf Expo Solutions
New enquiry
Follow Up Today
AlMajid Group
Cityscape Global
Oasis Retail LLC
Beautyworld ME
Prestige Holdings
World Future Energy
No Assigned Tasks
Call Logs
Completed: 4 Target: 20Summit Trading LLC
4m 12s · 09:14 AM
BlueLine Exhibits
2m 05s · 09:42 AM
Nexus Events Group
0m 31s · 10:01 AM
Prime Concepts FZE
7m 48s · 10:33 AM
What management sees
Agent analytics: targets, call logs, daily performance.
Contacts
12
3
84
127
48
6
93
31
19
◎Target Achievement
68% achieved
↗ 1,847 of 2,700 callsMeetings
6
14
2
Call Log Summary
Daily Calls
What they said
"Worked with Aslam and the team, very responsive and quick, was able to create our CRM and integrate it with our call center (operating overseas) and keep the support ongoing, would defiantly recommend the company and the service"
Ahmed Kloub
Lemon Tree Events · Google Review
Outcomes
Call queue visibility
Live, real-time across all agents
Leads lost to missed follow-ups
Eliminated — every call logged automatically
Systems agents juggled
4 (phone, notes, spreadsheet, WhatsApp) → 1
Manager visibility
Real-time dashboard vs end-of-day check-in