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A Frappe app · Open source

Frappe CRM
Sales and customers

Open-source CRM for sales teams

Frappe CRM is open-source CRM software for modern sales teams, with unlimited users and no per-user pricing. It gathers leads, deals, activities, notes and tasks on a single page, and adds Kanban boards, custom views and built-in integrations for calling and WhatsApp, so the whole sales pipeline is managed in one place.

  • License: AGPLv3
  • Works with ERPNext
  • No per-user fees
Illustrative screen of Frappe CRM
Capabilities

What Frappe CRM gives you

The core of the app as it runs on your Frappe site.

Leads

Capture leads from your website, email and imports, assign them to reps and qualify them.

Deals on a Kanban board

Clear sales stages where deals move between columns, with the expected value per stage.

Email in the record

All customer correspondence inside the deal, with ready email templates.

Calls and WhatsApp

Integrations with telephony providers and WhatsApp to log calls and chats on the customer record.

Service level agreements

Response targets on leads and deals so no opportunity waits too long.

ERPNext integration

Turn a won deal into an ERPNext customer and quotation without re-entry.

Frappe CRM with ERPNext and Operion

One app on the same database as the rest of your business, with our team handling setup and training.

With ERPNext

It integrates with ERPNext to carry deals through to invoicing and accounting.

  • All-in-one lead and deal page
  • Drag-and-drop Kanban board
  • Custom views with filters and sorting
  • Built-in Twilio and Exotel calling

With Operion

Operion implements Frappe CRM, tailors sales stages, connects it to ERPNext, and trains sales teams.

Best for

  • Sales teams that want a fast, simple interface
  • Companies that sell over calls and WhatsApp
  • Businesses running ERPNext for accounts and stock
How we launch it

From analysis to go-live

  1. 01

    Needs analysis

    We map your current workflow and decide what the app will cover.

  2. 02

    Install and configure

    We install the app on your server or on Frappe Cloud and set up settings and permissions.

  3. 03

    Training

    Hands-on training for users and admins on your real cases.

  4. 04

    Go-live and support

    Post-launch follow-up and support from a Frappe-certified team.

FAQ

Frequently asked questions

Didn't find your answer? Our team replies within one business day.

Is Frappe CRM open source?

Yes. Frappe CRM is an open-source Frappe app licensed under AGPLv3. You can install it on your own server or host it on Frappe Cloud.

Does Frappe CRM work with ERPNext?

It integrates with ERPNext to carry deals through to invoicing and accounting.

How does Operion help with Frappe CRM?

Operion implements Frappe CRM, tailors sales stages, connects it to ERPNext, and trains sales teams.

Ready to switch to ERPNext?

See how ERPNext can make your business more efficient and cut costs, with Operion beside you from analysis to go-live and support.