Customization & Controls

features

Every business has its own way of managing sales, but most CRMs expect you to fit into their structure. Too many fields you don’t need, missing ones you do, and rigid workflows that don’t match how you work. Frappe CRM puts you in control—customize it the way you need, without waiting for a developer or paying extra.

Custom Fields

Custom Actions & List Actions

Quick Entry Layout

Custom Fields

Not every business tracks the same details. Some need industry type, preferred contact time, or project size—others don’t. Frappe CRM lets you add custom fields to leads and deals, so you collect the data that actually matters to you. You can also change the default options in the select fields and capture information that make the most sense for the business.

Custom Actions & List Actions

Repetitive tasks slow everyone down. Clicking through multiple screens to update a deal, send a quote, or mark a lead as lost? That’s wasted time. Frappe CRM lets you create one-click actions for common tasks, so your team spends less time on admin and more time selling.

Quick Entry Layout

Not every lead needs all details filled out upfront. Sometimes you just need a name, email, and phone number to get started. Customize the quick entry form to collect only what’s necessary, so adding new leads and deals is fast and frictionless.