Frappe CRM is a fast, flexible, open-source tool that helps you capture leads, manage deals, and forecast revenue – all in one place.

Join us to see how it works and why more teams are switching to Frappe. This demo will be conducted in Arabic for all our Middle East users.

Introduction to Frappe CRM

• Introduction to Frappe Ecosystem
• What is Frappe CRM?
• Why CRM matters: managing leads, deals, and customer relationships
• Benefits of Frappe CRM (open-source, customizable, integrated with ERPNext)
• Comparison between Frappe CRM & ERPNext CRM
  

Key Features Overview

• Leads & Opportunities: from capture to closure
• Customer Management: companies, contacts, customers
• Pipeline Management: Kanban stages & follow-ups
• Activities & Communication: tasks, calls, emails
• Reports & Dashboards: sales insights
• Integration with ERPNext
  

Live Demo

• CRM Workspace walkthrough
• Create & manage Leads & Opportunities
• Set up a Sales Pipeline (Kanban)
• Manage Customers, Contacts & Companies
• Log Activities & Follow-ups
• Generate Reports / Dashboards
  

Customization & Extensions

• Add custom fields and workflows
• Role-based permissions & security
• Integrations (Email, WhatsApp, SMS)
  

Success Stories & Use Cases

• Examples from trading, services, and manufacturing
• How teams improved visibility and win rates
  

Q&A Session

• Audience questions
• Guide to resources
  

Speakers

1. Alaa Badry is the Founder & Director at Instatech for Information Technology. He helps organizations across KSA and surrounding regions to adopt ERPNext and CRM solutions, driving measurable process improvements and digital transformation.
2. Mohamed Manaa is an ERPNext Consultant with 5+ years of hands-on experience implementing projects and training teams across multiple countries and industries. He has delivered 20+ projects, including roles as Project Manager, and served as an ERPNext Consultant for Iraq’s Ministry of Health, overseeing deployments in public hospitals to enhance operational efficiency and resource management. Mohamed is the first Arab to join the global Frappe School team as a certified Training Partner.

When?

📆 Date: October 15, 2025

🕒 Time: 3:00 PM IST

📍 Join us on Zoom