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