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Frappe

Frappe Framework

Simplify HR. Amplify Impact

Redefining HR smarter with Tridots Tech.

All-in-one , 100% open-source HR and Payroll that simplifies recruitment, attendance, leave, appraisals, and more.

Get Started

Book a demo

100 % Open source

Budget friendly & Scalable

low-code flexibility

Complete HR toolkit

CRM

From Leads to loyalty

Get the full power of

Frappe CRM with Tridots Tech

We implement Frappe CRM to help you bring your leads, deals, and conversations — everything together in one place.

No per User price

Complete Overview

Manage Deals Easily

Works with Your Tools

Get Started

Book a free CRM consultation

Home

Frappe

Frappe CRM

From Leads to loyalty

Frappe CRM Implementation, Customization &

Integration Services by Tridots Tech

Manage leads, deals, customer interactions, and sales activities in one place with Frappe CRM implementation by Tridots Tech.

Get Started

Book a free CRM consultation

No Per-User Licensing Costs

Complete Sales Pipeline Visibility

Manage Deals Easily

Integrate with Your Tools

Frappe HR SVG Animation

Home

Frappe

Frappe CRM

From Leads to loyalty

Get the full power of

Frappe CRM with Tridots Tech

We implement Frappe CRM to help you bring your leads, deals, and conversations — everything together in one place.

Get Started

Book a free CRM consultation

Frappe CRM

No per User price

Your Complete Customer Over view

Visualize and Manage Deals Easily

Works with Your Tools

Designed to Scale with You

Frappe crm

Successful CRM adoption depends on more than software. It requires the right implementation partner who understands your sales process, business goals, and growth challenges.As a Frappe Gold Partner, Tridots Tech helps businesses implement, customize, integrate, and optimize Frappe CRM to improve lead conversion, sales visibility, and team productivity.

Why Businesses Choose Frappe CRM

Contact & Deal Management

Track leads, contacts, and deals in one place

Communication Management

Log emails, calls, and notes with ease.

Customization & Controls

Customize fields, forms, and permissions.

Workflow Automation

Automate tasks and approvals effortlessly

Reports & Analytics

Create smart views and real-time reports.

Integrations

Connect with tools like ERPNext, email, and more.

Progressive Web App (PWA)

Access Your CRM Anywhere, Anytime

Core Features

Contact & Deal Management

Communications

Customization & Controls

Workflow Automation

Views & Reports

Integrations

Effortless Contact & Deal Management

Keep all your leads, contacts, deals, and organizations organized in a centralized system. This clarity ensures your sales pipeline is always up-to-date and accessible.

Leads → Potential Customers.

Leads can come from anywhere—your website ,referrals, or email. Without timely follow-up, they might slip away. Frappe CRM captures all your leads in one place, letting you track calls, emails ,notes so you are always ready to reconnect

Leads → Potential Customers.

Contact & Deal Management

Communications

Customization & Controls

Workflow Automation

Views & Reports

Integrations

Core Frappe CRM Capabilities

Contact & Deal Management

Communications

Customization & Controls

Workflow Automation

Views & Reports

Integrations

Contact & Deal Management

Communications

Customization & Controls

Workflow Automation

Views & Reports

Integrations

Effortless Contact & Deal Management

Manage leads, contacts, opportunities, and customer accounts from a single CRM platform designed to streamline your sales process.

Leads

Deals

Contacts

Organizations

API and Integrations

Low Code, No Code

Deployment

Leads → Potential Customers.

Capture leads from websites, marketing campaigns, referrals, social media, and inbound inquiries—all in one place.

Without prompt follow-up, leads might be lost

Frappe CRM centralizes all leads for easy tracking

Record calls, emails, and notes to stay prepared for follow-ups

Deals → Sales Opportunities

Sales cycles differ; some deals close fast, others take months.

Without clear tracking, deals can get overlooked.

Kanban view gives a visual snapshot of your sales pipeline.

Manage deals effectively with easy stage progression.

Contacts → Individual Connections

Keep detailed records of every interaction like emails and calls.

Full history helps your team understand and respond to customer needs.

Call history, emails, and chats are automatically linked to contacts.

Organizations → Business Accounts

Centralized records link contacts, deals, and interactions for each organization.

Gain a complete view even if multiple team members engage with a client.

Track all ongoing deals and past communications in one place.

Unified Communication Hub

Keep customer conversations organized by managing emails, calls, notes, and internal discussions from a single workspace.

Email communication & templates

Call Logs & Tracking

Comments & Mentions

Notifications

API and Integrations

Low Code, No Code

Deployment

Email Communication & Templates

Sales emails stay organized by linking every message to the right lead or deal.

Use saved email templates to reply faster without losing a personal touch.

Keep all communication clear and easy to track.

Call Logs & Tracking

Calls are automatically logged via Twilio or can be entered manually.

Take notes directly in the system during calls for easy reference.

Keeps your team informed and ensures follow-ups aren’t missed.

Comments & Mention

Collaborate efficiently by mentioning teammates on leads and deals.

Add comments and tag the right people for quick input.

Avoid endless email threads and get faster responses.

Notifications

Get instant notifications when leads are assigned or deals update.

Receive alerts when team members tag you.

Spend less time refreshing and more time closing deals.

Tailored Customization and Control

Every company’s sales process is unique, but many CRMs don’t get that. They add clutter or limit how you work. Frappe CRM puts the power in your hands —giving you the flexibility to adapt workflows, fields, forms, and processes without costly custom development.

Personalized Fields

Customizable Tasks & Quick Actions

Quick Data Entry

Notifications

API and Integrations

Low Code, No Code

Deployment

Personalized Fields

Add custom fields to leads and deals to track only what matters to your business.

Customize dropdown options to fit your unique processes.

Collect relevant data tailored to your company’s needs.

Customizable Tasks & Quick Actions

Set up one-click actions to streamline repetitive tasks.

Save time on updating deals or sending quotes.

Help your team focus more on selling and less on busy work.

Quick Data Entry

Use simplified forms to capture essential info like name, email, and phone.

Speed up your workflow by collecting only the basics initially.

Add more details later as needed.

Automate your Sales workflow

Frappe CRM automates repetitive sales tasks —like sending emails, updating deals, assigning leads, and scheduling follow-ups.—so your team works faster and smarter, focusing on closing deals instead of busywork.

Service Level Agreement (SLA)

Assignment Rules

Task Management

Notifications

API and Integrations

Low Code, No Code

Deployment

Service Level Agreements

Set clear response time rules to meet customer expectations.

Track deadlines to ensure timely follow-ups.

Avoid losing opportunities due to delayed responses.

Assignment Rules

Automate lead assignment based on custom criteria like workload, location, or industry.

Ensure the right team member is notified instantly.

Speed up response times and reduce manual errors.

Organize and Track Tasks

Centralize all sales tasks in one place.

Create, assign, and link tasks to specific leads or deals.

Set deadlines to keep your team on track and prevent tasks from slipping throug

Reports & Analytics

Personalize how you view your data with saved, public, and pinned views for quick access. Generate insightful reports to make informed decisions.

Saved Views

Public Views

Pinned Views

Notifications

API and Integrations

Low Code, No Code

Deployment

Saved Views

Save your filters, sorting, and column preferences for quick access.

Avoid resetting filters every time you log in.

Access the most relevant data instantly.

Public Views

Share key filters and reports across the team.

Keep sales managers, SDRs, and account managers aligned.

Ensure everyone gets the info they need without extra effort.

Pinned Views

Organize your data with personal saved views.

Pin important public views for easy team access.

Keep everyone updated on critical leads and deals effortlessly.

Integrations

Connect Frappe CRM with ERPNext, WhatsApp, Twilio, Exotel, and other business applications to create a connected sales ecosystem.

ERPNext Integration

WhatsApp Integration

Twilio (Call Integration)

Exotel (Call Integration)

Low Code, No Code

Deployment

ERPNext Integration

Seamlessly transfer won deals to ERPNext for invoicing and order processing.

Keep sales and operations connected to save time and reduce errors.

Streamline your workflow from deal closure to fulfillment.

WhatsApp Integration

Chat directly from the lead or deal screen using WhatsApp.

Keep all messages linked and organized within the CRM.

Manage WhatsApp conversations without switching apps.

Twilio (Call Integration)

Automatically log every call made via Twilio.

Never miss important call details that impact deals.

Streamline your workflow from deal closure to fulfillment.

Exotel (Call Integration)

Automatically log inbound and outbound calls in Frappe CRM.

Access complete call history and customer interactions in one place.

Improve follow-ups and close deals faster with centralized call tracking.

Progressive Web App (PWA)

Access Frappe CRM from any device with a fast, app-like experience. Manage leads, update deals, and stay connected with your sales pipeline wherever you are.

ERPNext Integration

WhatsApp Integration

Twilio (Call Integration)

Exotel (Call Integration)

Low Code, No Code

Deployment

Access and update deals on the go without installing an app.

Access customer information and update deal progress in real time from anywhere.

Stay responsive to client changes anytime, anywhere.

Faq's

Name: Frappe CRM
Brand: Tridots Tech
Availability: InStock

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

What is Frappe CRM?

Frappe CRM is an open-source customer relationship management software that helps businesses manage leads, deals, contacts, communications, and sales activities from a single platform.

Why choose Frappe CRM over traditional CRM software?

Frappe CRM offers flexible customization, transparent pricing, workflow automation, and seamless ERPNext integration without expensive per-user licensing costs.

Can Tridots Tech customize Frappe CRM for our business?

Yes. Tridots Tech customizes Frappe CRM to match your sales process, workflows, approval structures, reports, and business requirements.

Does Frappe CRM integrate with ERPNext?

Yes. Frappe CRM integrates seamlessly with ERPNext, allowing businesses to connect sales, inventory, finance, and customer operations in one ecosystem.

Can Frappe CRM integrate with WhatsApp and calling platforms?

Yes. Frappe CRM can integrate with WhatsApp, Exotel, Twilio, email platforms, and other communication tools for better customer engagement.

How fast is the setup

Basic setup: a few days. Full custom workflows: a few weeks max.

Is there a limit on the number of users?

Ongoing support, training, and updates — we stay with you post-launch.No. Frappe CRM does not follow restrictive per-user pricing models, making it suitable for teams of all sizes.