crm: Manage Sales Leads, Deals, and Customer Relationships

Overview

Frappe CRM helps sales teams track leads and deals, coordinate follow-up, and keep customer activity in one place. It is designed for organizations that want a customizable CRM without per-user pricing, and can be hosted on Frappe Cloud or deployed on their own infrastructure.

Its lead and deal pages bring related activities, tasks, comments, and notes together. The project is built on the Frappe framework, with a Vue-based interface, and can connect to tools such as Twilio, Exotel, WhatsApp, and ERPNext.

Key Features

• Manage leads and deals, with related activities, tasks, comments, and notes on a consolidated page.
• Track sales stages using drag-and-drop Kanban boards.
• Create custom views with filters, sorting, and selected columns.
• Use built-in Twilio or Exotel integrations for calls and call recording.
• Connect WhatsApp through the Frappe WhatsApp integration.
• Integrate with ERPNext for capabilities such as invoicing and accounting.

Use Cases

• Small or growing sales teams can centralize lead and deal follow-up without paying for each CRM user.
• Teams with a defined sales pipeline can use Kanban boards and custom views to monitor stage progress.
• Businesses that handle calls as part of sales can connect Twilio or Exotel and keep call activity alongside CRM records.
• Organizations already using Frappe or ERPNext can extend their workflows to include customer and sales management.

Getting Started

For production self-hosting, the README provides an easy-install deployment path. Start by downloading the installer:

wget https://frappe.io/easy-install.py

See the README for the deployment command, development setup, and Docker instructions. The documentation covers usage and configuration.

Alternatives

• twenty: Twenty is a customizable CRM with versioned, code-defined apps, while Frappe CRM focuses on sales workflows and calling and messaging integrations.

Considerations

• The repository's default branch is develop, which the README labels unstable and intended for a future v2. For a stable deployment, the README lists main / v1.x as stable.
• Frappe CRM depends on the Frappe framework. The README's compatibility table lists Frappe and ERPNext v15 and v16 for the stable branch, and future v17 development branches for develop.
• Self-hosting requires configuring and maintaining a Frappe deployment. Managed hosting is also available through Frappe Cloud.
• The AGPL-3.0 license should be reviewed for compatibility with your distribution and deployment plans.