Fixcent

India

Fixcent

How Fixcent streamlined lead management with Frappe CRM

About

Fixcent

Fixcent is a fast-growing generator service and solutions company offering sales, repairs, AMC, installation, and maintenance services across multiple regions in India. With a large customer base spread across industries, Fixcent relies heavily on outbound sales and service follow-ups driven by telecallers and sales teams.

Apps implemented

CRM

Industry

Engineering and Construction

modules implemented

CRM

Help people to use our tools

We believe our tools like ERPNext can help organizations reduce waste and complexity. Frappe + ERPNext has the potential to be a “full stack” replacement for not only ERP (SAP/Oracle) but also the entire enterprise stack (Java/.NET). With this scope, we should help organizations by providing products and services to help them manage their technology platforms.

Why ERPNext over SAP B1 / Oracle

100% FOSS

Customizable

Future-ready

Challenges

After evaluating Fixcent’s existing processes, several operational and data-level challenges were identified: Unstructured & Scattered Data

Customer and engine records were spread across multiple Excel sheets, emails, and offline sources, making tracking and follow-ups inefficient. High Volume of Unverified Records
More than 1 lakh raw records needed to be imported and verified before they could be used for sales activities.

Duplicate & Low-Quality Data

Duplicate customer names, mobile numbers, and engine numbers led to repeated follow-ups and poor data reliability. Lack of Data Verification Workflow
There was no structured process to separate unverified data from genuine prospects, resulting in wasted telecaller effort.

Privacy & Access Control Risks

Telecallers could potentially view the entire customer list, increasing the risk of data misuse and reducing accountability. No Standard Lead Creation Process
Even verified prospects were not consistently converted into leads with defined sales stages and tracking

Benefits

A custom Frappe CRM solution tailored to Fixcent’s operational model was implemented.

Two-Tier Customer Data Architecture

All customer and engine data imported in bulk via Excel or entered manually, first lands in the Engine Master.
Built-in duplicate checks based on customer name, mobile number, and engine number
Once a record is confirmed as a valid prospect, it is moved to the Verified Engine Master, ensuring only clean and qualified data enters the sales funnel.

Structured Verification & Follow-Up Process

Telecallers are assigned unverified records daily through automated assignment rules
Follow-ups, call outcomes, and remarks are logged against each record
Only records marked as Verified are promoted to the Verified Engine Master

Lead Creation & Sales Tracking

Leads can be created manually or directly from Engine Master / Verified Engine Master
Verified customer and engine details are automatically copied into the Lead
Leads are tracked across defined sales stages: New, Pending, Approved, On Hold, Cancelled, Won/Lost

Customized CRM Forms & Fields

Custom fields for customer, engine, and contact details
Support for multiple contact persons per customer
Master-driven fields for State, City, Area, Lead Source, Department, and Designation
Validation rules for mobile numbers, email IDs, and mandatory fields
Contact status management (Active / Inactive with remarks)

Data Privacy & Role-Based Access

Telecallers can view only records assigned to them or created by them
Supervisors and managers have controlled broader visibility
Full audit trail of record updates and verification actions

Large-Scale Data Import & Migration

Successfully imported and validated 100,000+ records
Cleaned and standardized data during import
Ensured system stability and performance even with large datasets

Impact

Successful on-time ERPNext go-live

Increased sales order to cash

Increased inventory turnover

The Frappe CRM implementation delivered immediate and measurable improvements:

Clean separation between raw and verified customer data
Significant reduction in duplicate records
Improved telecaller productivity through focused daily assignments
Higher quality leads entering the sales pipeline
Strong data privacy and misuse prevention through access control
Scalable CRM foundation capable of handling future data growth

Girman Tech helped us control a scattered customer database. Frappe CRM has significantly improved our data quality, telecaller efficiency, and lead tracking. The verification workflow and access controls were exactly what we needed as we scaled our operations.

Puttaswamy

Director

View full story

Implemented by

Girman Technologies

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Inspire people by sharing how Frappe has positively impacted your business.

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Share your story with the world

Inspire people by sharing how Frappe has positively impacted your business.

Submit a story

Share your story with the world

Inspire people by sharing how Frappe has positively impacted your business.

Submit a story