github frappe/crm v1.0.0

latest releases: v1.1.0, v1.0.2, v1.0.1...
21 days ago

Frappe CRM v1.0.0

Frappe CRM is a powerful customer relationship management platform designed to streamline and optimize sales, marketing, and customer service processes. With its user-friendly interface and customizable features, Frappe CRM helps businesses efficiently manage interactions and enhance customer satisfaction.

Screenshot 2022-09-18 at 9 18 17 PM

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Key Features

  • Views: Create custom views which is a combination of filters, sort and columns.
    • Pinned View: Pin important leads and deals in the sidebar.
    • Public View: Share views with all users.
    • Saved View: Save views for later use.
  • Email Communication: Send and receive emails directly from the Lead/Deal Page.
  • Email Templates: Create and use email templates for faster communication.
  • Comments: Add comments to leads and deals to keep track of the conversation.
  • Notifications: Get notified when someone mentions you in a comment.
  • Service Level Agreement: Set SLA for leads and deals and get notified when the SLA is breached.
  • Assignment Rule: Automatically assign leads and deals to users based on the criteria.
  • Tasks: Create tasks for leads and deals.
  • Notes: Add notes to leads and deals.
  • Call Logs: See the call logs with call details and recordings.
  • Twilio Integration: Integrate Twilio to make and receive calls from the CRM.

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