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Customize how you see your data with saved, public, and pinned views for quick access.
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Control how you see your data
Sales move fast, and the last thing you need is to waste time digging through cluttered lists. Every salesperson works differently—some track leads by status, others by industry, deal size, or last contact date.
Frappe CRM gives you control over how you see your data, so the information you need is always front and centre.
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Save your views with a click
Reapplying the same filters every day? Stop.
Create Saved Views with your preferred filters, sorting, and columns, so you can pull up the exact list you need with a click. No more setting up the same view over and over—just pick and go.
Share your saved views with your team, or keep them private
Some views are personal, others are team-wide. Sales managers need visibility on key deals, SDRs need a list of fresh leads, and account managers track customer renewals. Public Views ensure everyone sees the right data without having to configure it themselves.
Frappe CRM can auto-assign leads and deals based on your rules, ensuring the right person gets them instantly.
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Pin views to sidebar
Certain lists are used all the time—high-value deals, overdue follow-ups, leads that need urgent action.
Instead of searching for them, Frappe CRM lets you pin these views to the sidebar, so they’re always one click away. No digging, no searching, just instant access.
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Plan ahead with Forecasting and Probabilities
It’s hard to plan when you can’t see what’s likely to close. Some deals look promising but stall at the last minute, while others move quietly but close fast.
Frappe CRM utilizes deal values and probabilities to provide you with a realistic estimate of expected revenue. You get a clear view of what’s on track, what needs attention, and whether your pipeline is healthy enough to meet your targets.
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Dashboards that give you a wider perspective
Spreadsheets and long lists make it hard to understand what’s really happening in your pipeline.
Dashboards turn your data into simple visuals that highlight what’s working and what isn’t. See your top deals, team performance, and monthly trends at a glance, without digging through reports. It’s a quick way to know where to focus your time and energy.
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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