Why CRM Important for Business?

360° customer view

Track leads, deals, contacts, and communication in one unified view.

Visual sales pipeline

Manage deals using a drag-and-drop Kanban board with custom stages that match your process.

Forecast sales with confidence

Track expected deal value and closure dates to stay on top of revenue projections.

Built-in integrations

Easily integrate with ERPNext, Twilio, Exotel, WhatsApp, email, and other communication apps.

Dashboard and reporting

Get a clear view of performance with deal stats, conversion rates, and top performer metrics.

Sales isn’t just about closing deals—it’s about building relationships. But, it’s easy to lose track when leads are scattered across emails, calls, and spreadsheets. A follow-up gets delayed, a deal slips through, and a customer feels ignored. Frappe CRM brings everything together, so your sales team stays on top of every conversation, and your customers get the attention they deserve.

A lead shows interest, but without the right follow-up, they move on. Whether they come from your website, referrals, or email, Frappe CRM captures them all in a single queue. You can track every call, email, and note, so when it’s time to reach out, you know exactly where things stand.

How to Create CRM

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Communications

Ever lost a deal due to a missed follow-up? Or frustrated a customer by having them repeat information? Frappe CRM eliminates these problems by centralizing all your customer interactions – emails, calls, chats – into a single, accessible platform. Keep your team informed, ensure consistent communication, and provide a great customer experience.

1. Email Communication & Templates
2. Call Logs & Tracking
3. Comments & Mentions
4. Notifications

Email Communication & Templates

Sales conversations are dynamic, with multiple touchpoints and questions that need timely responses. A lead reaches out, you reply, they ask a question, you follow up—it’s a back-and-forth process. But when emails are scattered across inboxes, things get missed. Frappe CRM keeps every email linked to the right lead or deal, so you never lose context. Save common responses as templates to respond efficiently while keeping communications personalized.

Call Logs & Tracking

A quick call can change the course of a deal, but if no one logs it, did it even happen? Jotting down notes on sticky pads or in personal notebooks means important details don’t reach the team. During calls, take notes directly in the system and link them to the interaction—making it easy for you and your team to review what was discussed and follow up on next steps.

Notifications

No need to constantly check your CRM for updates. CRM sends timely alerts when leads are assigned, deals progress, or teammates need your input. You’ll know exactly when to take action, letting you concentrate on what matters – building relationships and closing deals.

Integrations

Sales happens across different channels—emails, calls, messages—and keeping everything connected shouldn’t be a struggle. CRM works with the tools you already use, so your leads, deals, and conversations stay linked without extra effort.

1.ERPNext Integration

2.WhatsApp Integration

3.Twilio (Call Integration)

4.Exotel (Call Integration)

ERPNext Integration

Winning a deal is just the start. Once a customer says yes, invoicing, order processing, and account creation follow. CRM integrates with ERPNext, allowing you to generate quotations and create customers directly from deals. No duplicate entries, no switching between systems—just everything flowing naturally from one step to the next.