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Frappe CRM is the part of the stack your salespeople touch every day, which makes it the one that fails loudest when it is set up badly. We handle the pipeline, the routing, the response targets and the email plumbing, then stay on for the changes that follow.
Built around how a deal actually moves
Plenty of providers will stand up a CRM and hand you the login. That is the easy part, and it is not the part that decides whether your team is still using it in six months.
What decides that is the unglamorous configuration. A pipeline with the stages your business actually uses rather than the ones that shipped with the demo. Few enough fields that a rep will fill them in, and obvious enough that they want to. Duplicate rules that stop the same lead arriving three times under three spellings. An import that brings your history across intact rather than as a spreadsheet nobody trusts. And somebody to change it when the process changes, because a CRM that cannot follow the business gets quietly abandoned. The same discipline runs across our managed ERPNext work, so the CRM is not the one system left to drift.
A pipeline copied from a template describes somebody else's business. We start by tracing how a deal really moves through your team, which stages carry an actual decision, and which ones exist because a previous system had them. The stage list usually gets shorter.
Anyone can install Frappe CRM. What decides whether it gets used is whether a new lead reaches the right person before it goes cold. Assignment rules and the schedules behind them are where the real time goes, because those are the parts that fail without telling anybody.
The moment a conversation moves into somebody's personal mail, the CRM becomes data entry and people quietly stop. We connect sending and receiving properly, then test a real reply thread end to end. A customer answer that arrives as a fresh lead is the failure that doubles your database while nobody notices.
Frappe CRM and ERPNext share a framework and a database. A won deal becomes a quotation and a customer with no export and no integration invoice. If you do not run ERPNext, this costs you nothing. If you do, it removes a whole category of rekeying.
Left alone, an instance drifts until upgrading it becomes a project in its own right. We track the releases, check each one against your custom fields and scripts on a copy first, and agree the window with you. You hear about a release from us before you notice it.
Frappe CRM is open source and the instance is yours. Every field, rule and report we build lives inside it, and the documentation comes with it. If you decide to run this in house next year, you can, and we will help you hand it over.
Two ways to get a CRM live
Most Frappe CRM rollouts are bought as a project. Somebody configures your pipeline, imports your contacts, runs a training session, and invoices. Six weeks later your stages have changed and nobody owns the change. This is what a monthly arrangement does differently. If Frappe CRM sits alongside other apps in your stack, our all-apps subscription covers the range on the same monthly terms.
Sales stages drift. You add a qualification step, you drop one that never worked, you split a region. Under a project the CRM keeps the pipeline you described in a workshop months ago, and your team quietly works around it in a spreadsheet.
Assignment rules carry a schedule naming the days they run. A rule left inactive at the weekend leaves Saturday leads sitting unassigned, and nothing reports it. Choosing between auto-rotate and assign by workload is also a decision worth revisiting as the team grows.
A new field, a status that no longer fits, an email template still carrying someone who left. Under project billing each one becomes a change order, so it waits. Here you send a message and it gets done.
Project training happens once, for whoever was in the room that week. Everyone hired afterwards learns from the person sitting nearest them. Your CRM habits decay from there.
Frappe CRM ships often and your instance falls behind. Once a project closes, nobody is responsible for testing an upgrade against your custom fields and custom actions before it lands on the people using it.
Bringing a contractor back a year later means paying them to rediscover why your deal stages are shaped the way they are. We already know, because we built them and have watched them run.
Who Frappe CRM actually suits
Frappe CRM is deliberately light. Frappe say so themselves, and it is the honest place to start. If what you need is a heavyweight enterprise CRM with deep integrations out of the box, buy that instead, and we will tell you so on the first call. If you are three people who mostly need contact history and a reminder to follow up, start on Zoho CRM instead and move here when workflow rules stop being enough. Here is who it does fit.
What the first weeks look like
There is no launch day. We shape the pipeline around how your team already sells, prove it on a test site, then move one team at a time.
1
The first sessions are about your deal stages, not the software. Where deals stall, and what your team means when it says a lead is qualified. Most teams describe a process that differs from what their records show, and that gap is the interesting part.
2
Stages, custom fields, assignment rules and SLA policies get configured against a real import of your contacts. An SLA needs a holiday list linked before it calculates correctly, and only messages arriving inside the working hours you set count toward response time. Both get set deliberately rather than left at the default.
3
One team goes first, trained by role rather than by feature tour. After that we meet monthly, read what the pipeline is telling you, and change the configuration when your sales motion changes.
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