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CRM Module

CRM Module

Frappe CRM is a free, open-source, and intuitive customer relationship management tool designed for modern sales teams to track leads, deals, and communications in one place. Built on the Frappe Framework, it offers high customizability, Kanban views, workflow automation, and integrations with ERPNext, WhatsApp, and Meta, suitable for growing teams.

What it does

Frappe CRM gives you everything a sales team needs to manage their pipeline without the clutter.

  • Leads and Deals – Track every prospect and opportunity in one place. Add notes, log calls, set tasks, and keep the full context of every relationship right where you need it.
  • Communication – Send and receive emails directly from a lead or deal. Use templates to move faster. Your team can leave comments and tag each other so nothing falls through the cracks.
  • Views and Reports – Work on a simple list or a Kanban board, whatever fits how your team thinks. Filter, sort, and save your view. Pin the ones you use every day.
  • Automation – Set up assignment rules to route leads automatically. Define SLAs so every lead gets followed up on time.
  • Customization – Add custom fields, statuses, and actions to adapt it as per your workflow.
  • Integrations – Connect with Twilio, Exotel, Meta, WhatsApp, and ERPNext to extend your CRM. You can also integrate with any third-party app via APIs.
Last updated 2 months ago
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