Frappe Technologies

Aug 19 2025 · 15:00 IST

Powering Growth with Frappe CRM
event

Sales and support are the two pillars of any growing business, and effectively managing them is crucial to building lasting customer relationships.


In this 2-part webinar series, we’ll show you how Frappe CRM and Frappe Helpdesk work together to help you capture leads, close deals, and support customers efficiently.


Part 1: Frappe CRM


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.


For part 2, check this link.


What will be covered?

  • Getting Started: Set up your CRM site, invite users, and assign roles
  • Lead Capture: Capture leads from web forms, emails, APIs, and more
  • Lead to Deal Flow: Convert leads into deals and track them through stages
  • Product Linking: Add products to deals and track what you’re selling
  • Forecasting: Use deal probability and expected close dates to project revenue
  • Sales Dashboards: Visualize your pipeline, top performers, and more
  • Integrations: Connect with tools like WhatsApp, Twilio, and ERPNext
  • Miscellaneous: Track tasks, notes, create views, and other customizations
  • Q&A Session: Ask your questions and get answers from the product team


Why should you attend?

  • To learn how Frappe CRM helps manage your full sales cycle
  • See a live demo of CRM workflows in action
  • Explore customizations, forecasting, and dashboards
  • Get a sneak peek of the upcoming features and roadmap
  • Understand the value of open-source, affordable CRM on Frappe Cloud


Who should attend?

  • Sales teams looking to switch from Zoho or HubSpot
  • Businesses that want more control over their CRM data and workflows
  • Developers or partners interested in CRM integrations
  • Anyone exploring open-source CRM alternatives


Speakers

Shariq Ansari - Product Engineer, Frappe CRM

Michelle Alva - Director - Products, Frappe


When?

📆 Date: August 19, 2025

🕒 Time: 3:00 PM IST

📍 Join us on Zoom