Frappe
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CRM
Customizations & Controls
Customizations & Control
Adapt Frappe CRM to your business needs with custom fields, workflows, and permissions.
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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 how you need, without waiting for a developer or paying extra.
erpnext
Customize your 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 matters to you.
Frappe CRM integrates with ERPNext, allowing you to generate quotations and create customers directly from deals. No duplicate entries, no switching between systems—just everything flowing naturally from one step to the next.
Custom statuses for every stage of your pipeline
Most CRMs make you stick to their pipeline stages, even when they don’t match how your team actually works.
Frappe CRM lets you create your own statuses so your process feels natural. Whether you use qualification, demo booked, proposal sent or something unique to your business, you can shape the pipeline to match your way of selling.
meta
Create one-click custom actions and link 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.
twilio
Add new leads fast with customizatble Quick Entry Layout
Not every lead needs all details filled out upfront. Sometimes you just need a name, email, and phone number to start. Customize the quick entry form to collect only what’s necessary, so adding new leads and deals is fast and frictionless.
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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