Every e-mail, WhatsApp chat and call on the record it belongs to
A shared mailbox, a WhatsApp inbox, a call log with telephony callbacks and multi-channel notifications — all linked to the customer, supplier, lead, ticket or employee they concern.
What is Communications & contact center in Dino ERP?
Communications in Dino ERP brings e-mail, WhatsApp, call logs, SMS and notifications into the ERP, so each message sits on the customer, supplier, lead, ticket or employee it belongs to. It uses your own SMTP/IMAP, Meta or Twilio, MSG91 and telephony accounts, and is self-hosted with source code.
Last updated · TechDino
Communications & contact center
A shared mailbox that files itself
Connect any SMTP/IMAP mailbox. Replies thread correctly, bounces are flagged and inbound mail links to the right customer, lead, ticket or employee by sender address.
Any SMTP / IMAP server
Threading and bounce handling
Auto-linked to records
Conversations today
Linked
Kite Retail
Open
Atlas Foods
Call back
Lead
Approved
Utility
Communications & contact center
WhatsApp for customer service
Run WhatsApp conversations through Meta Cloud API or Twilio as helpdesk tickets, with approved templates outside the 24-hour window and an opt-out list that blocks sends.
Meta Cloud API or Twilio
Template management
24-hour window and opt-outs
Conversations today · activity
MB
Re: Invoice INV-0908
Linked · Kite Retail
WA
WhatsApp · delivery ETA
Open · Atlas Foods
TW
Missed call · +91 98…
Call back · Lead
WA
Template · order shipped
Approved · Utility
Communications & contact center
A call log your phone system fills in
Log calls with outcome, duration and recording link, or let Twilio, Exotel or any system post signed call records. A call report shows calls per user and missed calls.
Twilio, Exotel or signed webhook
Follow-up activities
Call report
erp.yourbrand.com
Conversations today
ItemOwnerValueStatus
Re: Invoice INV-0908MBKite RetailLinked
WhatsApp · delivery ETAWAAtlas FoodsOpen
Missed call · +91 98…TWLeadCall back
Template · order shippedWAUtilityApproved
What's included
Everything in Communications & contact center
Shared mailbox over SMTP / IMAP
Threading, bounces and auto-linking to records
Queued, retried e-mail sending with drafts and attachments
Rich-text e-mail templates
WhatsApp via Meta Cloud API or Twilio
WhatsApp template management and opt-out list
Call log, follow-ups and call report
Telephony callbacks from Twilio, Exotel or any signed webhook
SMS notifications via MSG91 or Twilio
In-app, e-mail, WhatsApp and browser push notifications
Per-user notification preferences and delivery log
Communications panel and unified timeline on records
Works across every branch of your company, with role-based access, approvals, attachments, comments and a full audit trail on every record.
In detail
How Communications & contact center works
How does e-mail work in Dino ERP?
Dino ERP runs a shared mailbox over any SMTP server for sending and any IMAP server for receiving. You can test the connection, set a signature, sync on a schedule or by hand, and work with folders, read and unread state, drafts with attachments and rich-text templates. You can also e-mail any ERP document as a PDF.
Threading by Message-ID, In-Reply-To and References
Bounce handling
Queued, rate-limited sending with retry and idempotency
Rich-text e-mail templates
Are inbound e-mails linked to the right record?
Yes. Inbound mail is matched by sender address and linked to a customer, supplier, lead, opportunity, ticket, sales order or employee. Inbound mail can also create or update a helpdesk ticket, so support requests do not stay in an inbox.
How does WhatsApp work, and which providers are supported?
You connect either the Meta WhatsApp Cloud API or Twilio WhatsApp, with your own account. Inbound webhooks are signature-verified, and conversations appear as tickets in a WhatsApp inbox and on the related record pages.
Meta Cloud API or Twilio
Signed inbound webhooks
24-hour customer-service window enforced; template messages after it
Opt-out list blocks sends
One attachment per message
How do WhatsApp templates and opt-outs work?
You manage templates in Dino ERP, and the editor validates them against Meta’s review rules: UTILITY or MARKETING category, header, body and footer, quick-reply and URL buttons, and samples. Contacts on the opt-out list cannot be messaged. Outside the 24-hour window only approved templates can be sent.
Can Dino ERP act as a call center?
It records and reports calls; it does not place or route them. You log calls against a customer, supplier, lead, opportunity, ticket or employee with direction, outcome (answered, missed, no-answer, busy, failed, voicemail), numbers, start, duration, notes and an HTTPS recording link, and can create a follow-up activity. The call report shows calls per user per day and missed calls.
Telephony callbacks from Twilio (signature verified)
Exotel callbacks (URL token)
Any system via HMAC-SHA256 signed JSON
Idempotent per call id
How do SMS and notifications work?
SMS goes out through MSG91, with DLT sender and template ids, or through Twilio, as a notification channel. Notifications reach users in-app in real time, by e-mail, SMS, WhatsApp using an approved template with opt-outs respected, and browser web push using VAPID keys on your server. Each user sets channels per notification type, admins set defaults, and a delivery log retries failures up to five times with backoff.
What is the communications panel and unified timeline?
On customer, supplier, lead, opportunity, ticket and employee pages, a Communications panel lists calls, e-mails and WhatsApp messages, and lets you log a call or send an e-mail or WhatsApp message in place. A unified timeline beside it merges notes, activities, calls, e-mails, WhatsApp messages and field changes into one history.
Yes. Dino ERP connects to accounts you own: Meta WhatsApp Cloud API or Twilio for WhatsApp, MSG91 or Twilio for SMS, and any SMTP/IMAP server for e-mail. Provider fees and approvals, such as Meta template review and Indian DLT registration, are between you and the provider.
Does Dino ERP support click-to-call, IVR or a softphone?
No. Dino ERP ingests and reports on call records from your telephony provider through callbacks. It does not dial, route calls, run IVR menus or provide a softphone.
Are call recordings stored in Dino ERP?
No. Recordings are kept by your telephony provider and Dino ERP stores only an HTTPS link to each one on the call record.
Is there a website live-chat widget?
No. Customers who want to chat use WhatsApp, and conversations land in the WhatsApp inbox as tickets.
Can I send bulk or free-form SMS?
No. SMS is a notification channel only, with no free-form SMS composer.
Which telephony providers can send call data?
Twilio and Exotel have dedicated callbacks. Any other system can post signed JSON using an HMAC-SHA256 signature, and repeated deliveries for the same call id are ignored.
How are customers protected from unwanted WhatsApp messages?
Dino ERP keeps an opt-out list that blocks sends, enforces the 24-hour window and requires approved templates outside it.