Introduction
What is Frappe CRM?
Frappe CRM is a simple, affordable, open-source CRM tool designed for modern sales teams with unlimited users. Frappe CRM is crafted for providing a great user experience, packed with features for core CRM activities helping you build strong customer relationships while keeping things clean and organised.
Why Frappe CRM?
Many existing CRMs are either too complex, overly generic, or locked behind steep pricing models that hinder accessibility and flexibility. Frappe CRM was designed to bridge this gap, offering a tool that empowers businesses to manage their customer relationships seamlessly while being easy to adapt to specific workflows. Built on the Frappe framework, it prioritizes usability, extensibility, and affordability, making it an ideal choice for growing teams and organizations looking for a CRM that aligns with their unique processes.
Key Features
Views: Tailor your view to display essential information by defining filters, sorting, and columns.
- Pinned: Pin frequently used views for instant access.
- Public: You can access pre-configured views with commonly used filters and data.
- Saved: For easy access later, save your customized view.
- Email Communication: Send and receive emails directly from the Lead/Deal Page.
- Email Templates: Create and use email templates for faster communication.
- Comments: Add comments to leads and deals to keep track of the conversation.
- Notifications: Get notified when someone mentions you in a comment.
- Service Level Agreement: Set SLA for leads and deals and get notified when the SLA is breached.
- Assignment Rule: Automatically assign leads and deals to users based on the criteria.
- Tasks: Create tasks for leads and deals.
- Notes: Add notes to leads and deals.
- Call Logs: See the call logs with call details and recordings.
Integrations
- Twilio: Integrate Twilio to make and receive calls from the CRM.
- Exotel: Use Exotel to make & receive call via mobile phone and log it on CRM.
- WhatsApp: WhatsApp your customer right from the lead/deal page.
- ERPNext: Integrate with ERPNext to extend the CRM capabilities to include invoicing, accounting, and more.
Under the Hood
- Frappe Framework: A full-stack web application framework.
- Frappe UI: A Vue-based UI library, to provide a modern user interface.
Installation
To install/setup the app, follow the guidelines here.