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CRM

Contact & Deal Management

Contact & Deal Management

Keep all leads, contacts, deals, and organizations organized in one place for a clear sales pipeline.

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Sales isn’t just about closing deals

It’s about building relationships. But, it’s easy to lose track when leads are scattered across emails, calls, and spreadsheets. A follow-up gets delayed, a deal slips through, and a customer feels ignored.

Frappe CRM brings everything together, so your sales team stays on top of every conversation, and your customers get the attention they deserve.

track your leads

Never miss out on follow-ups for new leads

A lead shows interest, but without the right follow-up, they move on.

Whether they come from your website, referrals, or email, Frappe CRM captures them all in a single queue. You can track every call, email, and note, so when it's time to reach out, you know exactly where things stand.

all deals in one place

Products, Pricing, and Discounts

When a deal involves multiple products, custom prices, or discounts, it’s hard for sales reps to keep track of what’s actually being sold. Numbers live in scattered sheets, everyone has their own version, and no one has a clear idea of the expected deal value.

Frappe CRM lets you add products directly to a deal, enter quantities, adjust prices, and apply discounts in one place. Your team always knows what’s included and what the final value looks like, which makes planning and follow-ups much easier.

all deals in one place

Visualize your Sales Pipeline with all your deals in one place

Deals take time—some close fast, while others stretch for months, requiring multiple touchpoints and careful follow-ups.

The Kanban view lets you move deals through customizable stages, giving a clear picture of where each opportunity stands. Spot bottlenecks, prioritize follow-ups, and focus on the right deals at the right time.

Link customer contacts to details

Customers hate repeating themselves, and sales teams hate searching for details. In Frappe CRM, you can link every contact to their deals and make calls and send emails to them ensuring the full history is always available.

So, the next time you need to contact a potential customer, you’ll have their details right away.

organizations

A central hub for Organizations with contacts, deals, interactions, and more

Customers hate repeating themselves, and sales teams hate searching for details. In Frappe CRM, you can link every contact to their deals and make calls and send emails to them ensuring the full history is always available.

So, the next time you need to contact a potential customer, you’ll have their details right away.

It’s right for you,

because it’s right for us

Frappe CRM is something we would use ourselves and our users love it. That is why we have no hesitation in asking you to give it a try.

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