Overview

Frappe CRM is an innovative tool designed specifically for modern sales teams, offering an open-source solution that is both affordable and user-friendly. Crafted with the goal of enhancing user experience, it enables unlimited users and focuses on effective management of customer relationships while maintaining an organized system. This CRM stands out in a cluttered market by being easily adaptable to evolving business workflows.

The motivation for developing Frappe CRM arose from a demand for simplicity and customizability in CRM tools. Unlike many existing solutions that often deter businesses with complex interfaces or high costs, Frappe CRM seeks to empower teams with a clean and efficient platform. Built on the robust Frappe framework, this CRM is perfect for growing organizations looking to streamline their customer management processes.

Features

• User-Friendly and Flexible: The interface is intuitive and easy to navigate, allowing teams to tailor it based on their specific needs without steep learning curves.

• All-in-One Lead/Deal Page: Consolidates essential actions and information—activities, comments, notes, and tasks—into one cohesive page, improving workflow efficiency.

• Kanban View: Offers a drag-and-drop Kanban board for visually managing leads and deals, making it easier to track progress across various stages.

• Custom Views: Users can create personalized views to manage leads and deals with custom filters, sorting options, and columns for quick access to key data.

• Integrations:

  • Twilio: Enables making and receiving calls directly from the CRM with recording functionality.
  • Exotel: Allows calls via agents’ mobile phones, also with recording capabilities.
  • WhatsApp: Lets users send and receive messages using the integrated Frappe WhatsApp feature.
  • ERPNext: Extends CRM functionalities to include invoicing and accounting, broadening the tool’s utility.

• Frappe Framework Advantage: Built on the Frappe framework and utilizes a modern Vue-based UI library, ensuring a responsive and efficient user interface.