What Frappe CRM is

Frappe CRM keeps every lead, conversation and deal in one place. It isopen source, from Frappe, and runs on the same platform asERPNext, so a won deal goes straight into your books. It also runs on its own, which suits a business whose accounts stay in Tally. We set it up for businesses across India, as a Frappe Certified Partner.

The implementation is ours: we connect your lead sources, set up your stages and assignment rules, bring existing leads over from Excel or the old system, train the team, and stay on for support after go-live.

What Frappe CRM does

One lead, from the first message to an invoice in ERPNext.

Website
Email
WhatsApp
Facebook, Instagram
Phone

Captured

One queue for every lead
Answers in the right fields

Assigned

Assignment rules
By region, workload or industry

Followed up

Email and templates
Calls and WhatsApp logged
Tasks and SLAs

In the pipeline

Kanban, your own stages
Products and discounts
Forecast by probability

Won

Quotation from the deal
Customer created

In ERPNext

CustomerCreated once
QuotationRaised from the deal
InvoiceSame customer, no re-keying

One lead's path through Frappe CRM. The callouts are examples of what the software does at each step, not a customer's figures.

What it replaces

Leads in a notebook and ExcelOne queue, from every source
Follow-ups kept in someone's headTasks with a due date and a reminder
Customer chats on a salesperson's phoneWhatsApp and email on the deal
The pipeline asked for at the Monday meetingA board anyone can open
Won orders typed again into the accountsA customer and quotation in ERPNext

Leads from Facebook and Instagram

Facebook and Instagram lead ads land in the pipeline with their answers already in the right fields.

Page and form picked once, then synced every hour.
Each question mapped to a CRM field, so nothing is typed in twice.
Assigned on arrival by region, workload or industry.

Frappe CRM lead sync settings: a Facebook source with its page and lead form, synced hourly, and each form question mapped to a CRM field.

WhatsApp, email and calls

Every conversation sits on the lead or deal, so it stays when a salesperson leaves.

WhatsApp sent and received from the deal.
Email from your own templates, replies threaded on the record.
Calls through Twilio or Exotel, logged with their notes.
@mentions to bring a colleague in without forwarding anything.

The WhatsApp tab on a Frappe CRM deal: a conversation with the customer, messages and a photo, inside the deal record.

What it costs

Hosting on Frappe Cloud

Managed by Frappe, with updates and backups handled. We set it up and support it.

Unlimited users on every plan. No per‑user fee.

Plans starting as low as: ₹410 + GST a month

Implementation

Quoted per project: lead sources connected, your stages and assignment rules, email and WhatsApp set up, existing leads imported, and training.

We quote once we know how many people sell, where leads come from, and whether ERPNext is in the picture.

Get an implementation quote →

Questions

Does Frappe CRM need ERPNext?

No. It runs on its own, which is common where the books stay in Tally. Connected to ERPNext, a won deal becomes a customer and a quotation there.

Is Frappe CRM free?

The software is free and open source, with no fee per user. What you pay for is hosting and the work of setting it up: your stages, lead sources and existing leads.

What about support tickets?

Those go to Frappe Helpdesk, on the same platform.

Frappe CRM: open-source CRM, connected to ERPNext.