Frappe
ERPNext
Modules
CRM
Check out Frappe CRM
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A new and modern CRM built by Frappe. Integrates easily with ERPNext.
OPen Source CRM software
Close more deals with a modular and flexible CRM
Sales drives the growth of your organization. Ensure it runs smoothly with CRM tools designed to strengthen customer relationships. Nurture your pipeline by tracking every prospect and their needs within the CRM. Stay ahead of the competition by creating competitive quotations with minimal effort.
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Frappe CRM
A new and modern CRM built by Frappe. Integrates easily with ERPNext.
A new and modern CRM built by Frappe. Integrates easily with ERPNext.
1.
Capture leads from multiple sources
2.
Track visibility of your sales pipeline
3.
Nurture lead into opportunities
4.
Centralised communication with leads
5.
Create and track multiple campaigns with ease
6.
Manage email groups and drive newsletter campaigns
7.
Monitor sales team efficiency
Capture leads from multiple sources
Never let a business inquiry slip through the cracks. Consolidate leads from various sources into one central location and ensure they are promptly addressed. Prevent lead tracking gaps by integrating your website’s Contact page for automatic lead creation in CRM. Connect your sales email ID to automatically log leads. Make sure your sales team has access to both Leads and Opportunities, allowing them to register new leads and update the status of those assigned to them.
Track visibility of your sales pipeline
ERPNext's open source CRM includes a real-time view of important sales and marketing opportunities. This helps you craft a strategy to increase your lead-to-deal conversion rates.
Nurture lead into opportunities
Convert Leads with a genuine need for your product and service into Opportunities. Seamlessly convert Leads into Opportunities while capturing key details about their interests. Opportunities refine your sales pipeline, making it a top priority for your team. Collaborate with colleagues to boost conversions and ensure smooth communication with prospects. Stay transparent and responsive, addressing their quotation needs directly from the Opportunity details to maximize conversion chances.
Arm your sales team with CRM tools and watch your market share grow through strategy and focus.
Centralised communication with leads
Prevent losing a lead by integrating your the 'contact us' page of your website for automatic lead creation in CRM. Connect your sales email ID to automatically log leads. Make sure your sales team has access to both Leads and Opportunities, allowing them to register new leads and update the status of those assigned to them.
Create and track multiple campaigns with ease
Launch multiple campaigns and measure their effectiveness by linking them to specific Leads, Opportunities, and Quotations. Gain valuable insights with campaign analysis, including conversion rates, quality of leads generated, and identification of leads that didn’t materialize, enabling you to optimize your marketing efforts.
Manage email groups and drive newsletter campaigns
Organize your audience into multiple email groups based on their personas and send targeted newsletters directly from ERPNext. The intuitive rich text editor makes it easy for anyone to design and run impactful campaigns. Ensure compliance by honoring unsubscription requests seamlessly.
Monitor sales team efficiency
Don't miss out on the big picture of your sales team. ERPNext includes out-of-the-box reports to monitor team performance and analyze the lead traffic or sales stage of all prospects. You can even collaborate to address leads or opportunities with multiple assignments or mentions.
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Simplify with custom multi-level workflows
Roles & permissions
Granular access control to safeguard data
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