Customer relationships
The underlying platform for Frappe CRM is the powerful Frappe Framework. Frappe Framework allows you to rapidly build new data models or extend pre-existing data models of any system.
Adding custom fields, or tables is a breeze and you can add quick automation using pluggable Python scripts. Frappe CRM builds on the same platform but offers a much more unified product experience out of the box.
easy customizations
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Move faster with Whatsapp
Sales happens across different channels—emails, calls, messages—and keeping everything connected shouldn’t be a struggle. Frappe CRM works with the tools you already use, so your leads, deals, and conversations stay linked without extra effort.
Automatically pull leads from Facebook and Instagram
Managing Facebook and Instagram leads inside Meta’s dashboard feels disconnected from your actual sales workflow. You end up checking the dashboard, downloading CSVs or manually copying details into the CRM, and it’s way too easy for a lead to get missed in the process.
Frappe CRM pulls every Meta lead straight into your pipeline with all the details filled in. Your team sees every lead right inside the CRM, exactly where it belongs.
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Customize your fields
Not every business tracks the same details. Some need industry type, preferred contact time, or project size—others don’t. Frappe CRM lets you add custom fields to leads and deals, so you collect the data that matters to you.
Custom statuses for every stage of your pipeline
Most CRMs make you stick to their pipeline stages, even when they don’t match how your team actually works.
Frappe CRM lets you create your own statuses so your process feels natural. Whether you use qualification, demo booked, proposal sent or something unique to your business, you can shape the pipeline to match your way of selling.
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Create one-click custom actions and list actions
Repetitive tasks slow everyone down. Clicking through multiple screens to update a deal, send a quote, or mark a lead as lost? That’s wasted time.
Frappe CRM lets you create one-click actions for common tasks, so your team spends less time on admin and more time selling.
Add new leads fast with customizatble
Not every lead needs all details filled out upfront. Sometimes you just need a name, email, and phone number to start. Customize the quick entry form to collect only what’s necessary, so adding new leads and deals is fast and frictionless.
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Call directly from Frappe CRM with Twilio
A five-minute phone call can decide a deal, but if details aren’t recorded, opportunities slip through. Frappe CRM’s Twilio integration lets you make and receive calls directly from the CRM, keeping every call logged. Whether it’s a negotiation or a follow-up, you can always check back on what was discussed.
Call using Exotel
Using Exotel? We’ve got you covered. Click to call, log conversations, and keep track of every interaction all inside Frappe CRM. Agents can take notes, track follow-ups, and keep every customer conversation structured, so nothing gets lost between calls.
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