Frappe CRM

Frappe CRM is an open-source, self-hosted web application designed for sales teams to manage contacts, deals, and customer relationships without the constraints of user-based pricing models. The software focuses on providing a clean interface for core CRM activities, allowing teams to organize their sales pipelines and maintain customer records in a centralized location.

The software is deployed as a server-side application. It can be installed on a local machine using a production script, deployed via Docker containers, or hosted through Frappe Cloud. Users access the system through a web browser to track lead progress, manage communication logs, and coordinate sales activities across their organization.

Key features

• Kanban view for visual lead and deal tracking with drag and drop functionality
• All-in-one lead and deal pages consolidating activities, notes, and tasks
• Custom views with personalized filters, sorting, and column configurations
• Built-in Twilio integration for making, receiving, and recording calls
• Built-in Exotel integration for agent-based mobile calling and recording
• WhatsApp integration for messaging via Frappe WhatsApp
• ERPNext integration for adding invoicing and accounting capabilities

The application is built on the Frappe framework, a full-stack web framework, and utilizes Frappe UI, a Vue-based library for the frontend. This architecture allows for extensibility and customization of workflows to match specific business processes. The system is designed for growing organizations that require a flexible CRM that can integrate with broader enterprise resource planning tools. By leveraging the Frappe ecosystem, the software supports a modular approach to business management, where the CRM can serve as a standalone tool or a component of a larger ERP deployment.

Frappe CRM prioritizes usability and accessibility for modern sales teams.