Track leads and deals through a visual Kanban pipeline, log every call and email automatically, and forecast revenue without switching between five different sales tools.
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A drag-and-drop Kanban board showing every deal's stage, value, and next action at a glance.
Make and log calls directly from a deal record, with email conversations automatically threaded to the right contact.
Automatic lead routing rules based on territory, deal size, or source, so leads reach the right rep immediately.
Pipeline-stage-weighted forecasting reports so leadership sees realistic revenue projections, not just raw pipeline value.
Pipeline stages and deal fields configured to match your actual sales process rather than a generic default.
Full pipeline visibility and deal updates from a phone, so field reps aren't tied to a desktop.
Many CRMs force a sales process into their own rigid stage structure, or charge per-seat pricing that gets expensive as a team scales. Frappe CRM's pipeline, stages, and fields are fully configurable to match how your team already sells, and because it's built on the same open-source Frappe framework as ERPNext, deal data can connect directly to invoicing and fulfillment without a separate integration tool in between.
Yes, deal stages, fields, and pipeline views are fully configurable to match your existing sales process rather than a fixed default structure.
Yes, incoming and outgoing emails are automatically threaded to the relevant contact or deal record.
Yes — since both run on the same Frappe framework, a won deal can flow directly into an ERPNext sales order without manual re-entry.
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