I'm Patrick from Lumen Labs. We track deals in spreadsheets. We want one place for emails, calls and WhatsApp for our team of 20. Could we see a demo?
Thanks, Patrick
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Sarah Connor
Your Company · Sales
04:05
Patrick wants a demo for his team of 20. Sarah will email him to set up a time.
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Our example customer is Patrick Jane from Lumen Labs.
Once Patrick reaches out, you'll see what happens on your side ↓
That's all your customer sees. Here's what happens on your side ↓
New lead12
Qualification8
Demo6
Proposal5
Negotiation3
Won9
LLumen LabsNew lead
Patrick Jane · $27,000
Web formWhatsAppEmailFacebookPhone call31Call Fri
Drag the card to another stage, or keep scrolling.Tap a stage, or keep scrolling.
New lead
1Capture leads from your website forms
Patrick's form comes in as a new lead with Web Form as its source, and what he wrote about his requirements is saved on the lead. Your assignment rule hands it to Sarah right away.
1Turn WhatsApp chats into leads
Once your WhatsApp Business account is connected, a message from a new number creates a lead, with WhatsApp as its source. The chat is saved in the lead's WhatsApp tab, so your team can reply from there. Your assignment rule hands it to Sarah right away.
1Turn emails into leads
Turn on lead creation for your sales inbox, and an email from someone new creates a lead with Email as its source. The email is saved on the lead, so you can reply from there. Your assignment rule hands it to Sarah right away.
1Sync leads from Facebook lead ads
Leads from your Facebook lead form sync into Frappe CRM with Facebook as their source, along with the answers Patrick gave in the form. Your assignment rule hands it to Sarah right away.
1Log calls as leads
With Twilio or Exotel connected, Patrick's call is logged on his lead, with how long it lasted. Sarah adds her notes while it's fresh. The lead is Sarah's, since she took the call.
Qualification
2Qualify and enrich leads
Sarah clicks Enrich, and Frappe CRM fills in the company's industry, a description and its social links from the website, so she knows who she's talking to.
Sarah clicks Enrich, and Frappe CRM fills in the company's industry, a description and its social links from the website, so she knows who she's talking to.
Sarah emails Patrick to book the demo and calls from the deal page. Emails, calls with their notes and recordings, and WhatsApp messages all sit on the deal, so if Sarah is off on Friday, John can open it and see where things stand.
Proposal
4Add products and quotations to deals
Sarah adds the products Lumen Labs is buying to the deal, and the deal value adds up from them. If you use ERPNext, she can create the quotation straight from the deal, products and prices included.
Negotiation
5Follow-ups and tasks, so nothing slips
Patrick wants a few days to check with their team. Sarah updates the expected close date and probability on the deal, and adds a task for the follow-up call, so it shows up in her task list.
Won
6See won and lost deals on your dashboard
Sarah moves Lumen Labs to Won. If a deal is lost instead, Frappe CRM asks her for the reason.
Every win and loss shows up on the dashboard straight away, along with your forecast, where your leads came from and why deals were lost.
Connect WhatsApp, email, calling, ERPNext, and more. Keep your sales conversations and data together in Frappe CRM. It's open source, so you can build your own integrations too.
You have access to the source code and can customize Frappe CRM to suit your needs. We recommend hosting on Frappe Cloud, but you're free to self-host or move to another provider whenever you want.
300,000+ leads and 29,000+ deals handled over two years.”
The Frappe sales team
“Frappe CRM has significantly improved our data quality, telecaller efficiency, and lead tracking.”
Puttaswamy
Director, Fixcent
“Hands down, one of the best features of Frappe CRM is its WhatsApp integration. But what really stands out is how easy it is to customize. We’ve tailored it to fit our workflow like a glove.”