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Workflow Automation
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Workflow Automation
Some things in sales need your attention—negotiating, closing, building relationships. But some things? They just need to get done. Assigning leads, tracking deadlines, following up on time—Frappe CRM takes care of the busy work, so your team can focus on what actually matters.
Service Level Agreement (SLA)
Customers don’t wait forever. A lead that isn’t followed up on quickly is a lead lost. Set response time rules, track deadlines, and make sure no inquiry goes unanswered. If something’s overdue, Frappe CRM flags it—before it’s too late.
Assignment Rules
Who should handle a new lead? Should deals be assigned based on workload, region, or industry? Figuring it out manually takes time and leads to delays. Frappe CRM can auto-assign leads and deals based on your rules, making sure the right person gets them instantly.
Task Management
Every deal has follow-ups, and every salesperson has a to-do list. But when tasks are scattered across emails, notes, and chats, things get missed. Frappe CRM lets you create and track tasks directly inside a deal or lead. Set due dates, assign work, and keep everything organized in one place.
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