Communications - Frappe CRM

features

Communications

Ever lost a deal due to a missed follow-up? Or frustrated a customer by having them repeat information? Frappe CRM eliminates these problems by centralizing all your customer interactions – emails, calls, chats – into a single, accessible platform. Keep your team informed, ensure consistent communication, and provide a great customer experience.

Email Communication & Templates

Call Logs & Tracking

Comments & Mentions

Notifications

Email Communication & Templates

Sales conversations are dynamic, with multiple touchpoints and questions that need timely responses. A lead reaches out, you reply, they ask a question, you follow up—it’s a back-and-forth process. But when emails are scattered across inboxes, things get missed. Frappe CRM keeps every email linked to the right lead or deal, so you never lose context. Save common responses as templates to respond efficiently while keeping communications personalized.

Call Logs & Tracking

A quick call can change the course of a deal, but if no one logs it, did it even happen? Jotting down notes on sticky pads or in personal notebooks means important details don’t reach the team. Frappe CRM automatically tracks calls via Exotel and Twilio integrations, creating a permanent record of each conversation. You can also manually log calls to ensure nothing gets missed. During calls, take notes directly in the system and link them to the interaction—making it easy for you and your team to review what was discussed and follow up on next steps.

Comments & Mentions

Sales is a team sport, and getting quick input from colleagues can make the difference in closing a deal. Instead of starting another email chain or waiting for responses to scattered messages, Frappe CRM lets you tag teammates directly on leads and deals. Add a comment, mention the right person, and get the answers you need.

Notifications

No need to constantly check your CRM for updates. Frappe CRM sends timely alerts when leads are assigned, deals progress, or teammates need your input. You'll know exactly when to take action, letting you concentrate on what matters – building relationships and closing deals.