Frappe CRM is a powerful customer relationship management platform designed to streamline and optimize sales, marketing, and customer service processes. With its user-friendly interface and customizable features, Frappe CRM helps businesses efficiently manage interactions and enhance customer satisfaction.

Key Features

• Views: Create custom views which is a combination of filters, sort and columns.
• Pinned View: Pin important leads and deals in the sidebar.
• Public View: Share views with all users.
• Saved View: Save views for later use.
• Email Communication: Send and receive emails directly from the Lead/Deal Page.
• Email Templates: Create and use email templates for faster communication.
• Comments: Add comments to leads and deals to keep track of the conversation.
• Notifications: Get notified when someone mentions you in a comment.
• Service Level Agreement: Set SLA for leads and deals and get notified when the SLA is breached.
• Assignment Rule: Automatically assign leads and deals to users based on the criteria.
• Tasks: Create tasks for leads and deals.
• Notes: Add notes to leads and deals.
• Call Logs: See the call logs with call details and recordings.

Integrations

1. Twilio Integration to make and receive call - Inbuilt
2. WhatsApp Integration - Frappe WhatsApp

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License

GNU Affero General Public License v3.0