Frappe CRM

Frappe CRM leads deals pipeline with WhatsApp and telephony
Capabilities

What Frappe CRM gives you

Leads & deals

Capture leads, qualify them into deals and walk a visual pipeline to close — no tab overload.

Contacts & organisations

Every person and company with full history: emails, notes, tasks and files in one timeline.

WhatsApp & email built in

Converse on WhatsApp and templated email from inside the deal, with everything logged.

Calls with Twilio & Exotel

Click-to-call, recordings and call logs against the lead — telephony without a second system.

Assignment & SLA rules

Route leads automatically and keep response-time promises with SLA tracking.

Saved views & kanban

Custom fields, filtered saved views, kanban boards and a mobile PWA for the field team.

Also included

Email templatesCall logs & notesCustom fieldsLead scoring-ready dataERPNext integrationTask remindersTeam inboxesImport from spreadsheets
In practice

How Frappe CRM works in practice

A website enquiry becomes a lead with an owner and an SLA clock; the first call is dialled from the record and its recording stays attached. Deals move across the kanban as conversations progress, and when one closes, the ERPNext integration turns it into a customer and quotation without re-typing. Salespeople live in one screen — which is the only reason CRM data ever stays current.

When to choose it

Choose Frappe CRM when the sales team needs speed and simplicity before full ERP workflows; it pairs naturally with ERPNext Sales later. Compare options in ERPNext vs Zoho, browse the Frappe ecosystem, or see the official Frappe CRM site.

Frequently asked questions

Does Frappe CRM integrate WhatsApp?

Yes — WhatsApp conversations happen inside the deal view and stay part of the customer history.

Can it connect to ERPNext?

A native integration syncs customers, contacts and quotations so sales flows into fulfilment cleanly.

Is there a mobile version?

The PWA gives field teams leads, calls and follow-ups on any phone without an app store install.

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