What is Frappe CRM?
Frappe CRM is an open-source Customer Relationship Management (CRM) application designed to help businesses manage leads, deals, customer communication, and sales activities without unnecessary complexity. It provides an intuitive interface for tracking sales pipelines while giving businesses complete control over their data and the flexibility to customize workflows as they grow.
Why Choose Frappe CRM?
Frappe CRM is ideal for businesses that have outgrown spreadsheets or want an alternative to expensive per-user CRM platforms. Being open source, it can be customized to match your sales process while keeping your data under your control.
Key Features
Lead and Deal Management
Track every lead and sales opportunity from the first interaction until closure. Store notes, schedule follow-ups, log calls, create tasks, and maintain a complete history of customer interactions in one place.
Built-in Communication
Send and receive emails directly from Leads and Deals without switching applications. Use email templates to speed up communication, collaborate with teammates through comments, and tag colleagues when action is required.
Flexible Views and Reporting
Manage your sales pipeline using either a traditional list view or a Kanban board. Filter, sort, and save custom views so your team always sees the information that matters most.
Automation
Automatically assign incoming leads to team members using assignment rules. Configure Service Level Agreements (SLAs) to ensure timely follow-ups and improve response times.
Customization
Adapt Frappe CRM to your business by adding custom fields, statuses, workflows, and actions without modifying the core application.
Integrations
Integrate Frappe CRM with ERPNext, WhatsApp, Twilio, Exotel, Meta, and third-party applications through APIs to create a connected sales ecosystem.
Tip
Frappe CRM works independently as a CRM solution, but it becomes even more powerful when connected with ERPNext, allowing your sales and business operations to work together seamlessly.
Who Should Use Frappe CRM?
Frappe CRM is a great choice for:
- Small and medium-sized sales teams looking for a simple CRM.
- Businesses that want full ownership of their customer data.
- Organizations replacing spreadsheets with a structured sales process.
- Companies looking to avoid expensive per-seat licensing models.
Businesses requiring highly specialized enterprise CRM capabilities with extensive built-in integrations may need additional customization. However, for most growing organizations, Frappe CRM provides an excellent balance of simplicity, flexibility, and scalability.
Getting Started
To install and start using Frappe CRM, follow the instructions provided in the Installation documentation.
Note
Frappe CRM is fully open source, allowing you to self-host, customize, and extend the application according to your business requirements.
Learning and Community
If you need help or want to connect with other Frappe CRM users, explore the community resources below:
- Telegram Community – Join discussions and ask questions.
- Discuss Forum – Browse community topics and solutions.
- Official Website – Learn more about Frappe CRM and its features.
- YouTube Channel – Watch tutorials, product updates, and demonstrations.
