Contact & Deal Management

features

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.

Leads

Deals

Contacts

Organizations

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.

Deals

Deals take time—some close fast, while others stretch for months, requiring multiple touchpoints and careful follow-ups. Without a clear view, sales teams waste valuable hours trying to track progress, identify priorities, and figure out the next steps. Frappe CRM keeps deals organized in a simple, visual pipeline. 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.

Contacts

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

Some deals involve a single person, while others span an entire organization with multiple stakeholders. Frappe CRM keeps everything connected by maintaining a central record for each business, linking all relevant contacts, ongoing deals, and past interactions. Whether different team members are in touch or multiple deals are in progress, you’ll always have a complete view of your prospect organization in one place.

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Communications