CRM
Setup Guide
Key Capabilities
Everything you need to master crm in one unified platform.
Make it your own
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. Customizations and controls
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.
Sharp, modern and minimal
Before we started building Frappe CRM and other next-gen Frappe products, we invested in making a beautiful and powerful design system, working with one of the best design teams in the country. We call this Espresso. Espresso blends modernism and minimalism so that it helps the user focus on their core activity without being distracted by annoying design inconsistencies. And who doesn’t like seeing beautifully designed screens.
Not just a product, but a community
Frappe CRM is fully open source and is backed by a vibrant, global community of thousands of people. There is nothing you can’t do with Frappe CRM, and you are never locked in to one vendor. With low cost hosting services provided by Frappe and easy customisation services and plug-ins by the community, you will always get whatever you need at the right price. By using Frappe CRM, you are not only using a product, but joining a global community where people are ready to help each other.
Frequently Asked Questions
Common questions about the CRM module.
Standard implementation takes 4-8 weeks depending on the complexity of your current processes and data migration requirements.
Yes, ERPNext features a robust REST API out of the box. We routinely integrate it with third-party tools such as Shopify, Stripe, and biometrics.
Related Capabilities
Explore other features that integrate perfectly with CRM.
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