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CRM
Workflow Automationns
Workflow Automation
Automate lead assignments, follow-ups, and deal progress to reduce manual work.
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Automate grunt work, so your team can focus on what matters.
Some things in sales need your attention—negotiating, closing, and building relationships.
But some things? They just need to get it done. Assigning leads, tracking deadlines, and following up on time—Frappe CRM takes care of the busy work, so your team can focus on what matters.
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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.
Frappe CRM keeps every email linked to the right lead or deal, so you never lose context. Save common responses as templates to respond efficiently while keeping communications personalized.
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, ensuring the right person gets them instantly.
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Every deal has follow-ups, and every salesperson has a to-do list. But, things get missed when tasks are scattered across emails, notes, and chats.
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.
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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