Introduction

Customer Relationship Management

Frappe CRM is a Customer Relationship Management tool built on the Frappe framework. It helps businesses organize and manage interactions with their customers, leads, and opportunities. It's open-source, user-friendly, and integrates seamlessly with ERP Next, making it a great choice for small to medium-sized businesses.

Key Features of Frappe CRM

1. Views: Customize your views to display only the most relevant information by setting up filters, sorting options, and selecting specific columns.
2. Pinned: Pin frequently accessed views for quick navigation and faster workflow management.
3. Notifications: Receive alerts when someone mentions you in a comment, ensuring you're always in the loop.
4. Tasks: Create and track tasks related to leads and deals for better follow-up and organization.
5. Notes: Add notes to leads, deals, or contacts for additional context and record-keeping
6. Saved Views: Save your custom views for easy access whenever needed.
7. Public Views: Use pre-configured views with commonly used filters and data for shared team insights.
8. Comments: Add comments to leads, deals, or contacts to document conversations and share updates with your team.
9. Call Logs: Access call logs, including call details and recordings, to keep track of all phone interactions.
10. Email Communication:Send and receive emails directly from the Lead or Deal page to streamline communication.
11. Email Templates: Design and save email templates for faster, consistent communication with leads and customers.
12. Assignment Rules:Automatically assign leads and deals to team members based on predefined criteria, ensuring workload balance.
13. Service Level Agreement (SLA): Set SLAs for leads and deals to monitor response times and get notified if the SLA is breached.

Benefits of Frappe CRM

1. Improved Customer Relationships: Frappe CRM helps you centralize all customer data, including contact details, interactions, and communication history. This enables personalized engagement and strengthens your relationships with customers and leads.
2. Streamlined Sales Processes: With features like lead management, deal tracking, and customizable workflows, Frappe CRM simplifies the sales process. It ensures you never miss a follow-up and helps you close deals faster.
3. Enhanced Team Collaboration: Shared views, comments, and notifications ensure that all team members stay informed about customer interactions. This promotes better coordination and reduces duplication of efforts.
4. Time-Saving Automation: Automation features, such as assignment rules and SLA notifications, reduce manual work. By automating repetitive tasks, your team can focus on strategic activities like nurturing leads and closing deals.
5. Better Decision-Making with Insights: Frappe CRM provides detailed reports and analytics, giving you a clear view of your sales pipeline, team performance, and revenue forecasts. These insights help you make informed decisions and plan effectively for growth.

Integrations

1. Twilio: Integrate Twilio to make and receive calls from the CRM. You can also record calls. It is a built-in integration.
2. WhatsApp: Integrate WhatsApp to send and receive messages from the CRM. Frappe WhatsApp is used for this integration.
3. ERP Next: Integrate with ERP Next to extend the CRM capabilities to include invoicing, accounting, and more.