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.

Frappe CRM

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No per User price 

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Your Complete Customer Over view 

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Visualize and Manage Deals Easily 

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Works with Your Tools

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Designed to Scale with You

Frappe crm

When it comes to choosing a CRM, it’s not just about the software —it's about the people behind it. At Tridots Tech, we're a proud frappe silver implementation partner, helping businesses like yours implement, customize, and scale Frappe CRM with ease.

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. 

LeadsPotential 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

LeadsPotential 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

LeadsPotential 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

Contact & Deal Management 

Communications

Customization & Controls 

Workflow Automation

Views & Reports

Integrations

Features Highlights

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. 

Leads

Deals

Contacts

Organizations

API and Integrations

Low Code, No Code

Deployment

LeadsPotential Customers.

Leads can originate from your website, referrals, or emails

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 

Track emails,calls,chats, and team discussions within a single platform. This integration ensures smooth coordination and that no conversation slips through the cracks.

Email communication & templates

Call Logs & Tracking

Comments & Mention

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 freedom to customize everything your way, quickly and without extra expenses or developers.
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 mails, updating deals, assigning leads —so your team works faster and smarter, focusing on closing deals instead of busywork.

Service Level Agreement (SLA)

Assignment Rules

Organize and Track Tasks

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

Views & Reports

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

Simplify operations by integrating key tools—connect your ERP, engage users over WhatsApp, and deliver timely updates with Twilio integration

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)

Frappe CRM provides a centralized record for each organization, linking all relevant contacts, ongoing deals, and past interactions. Whether different team members are in touch or multiple deals are in progress, you’ll always have a complete view of your prospect organization in one place. 

Progressive Web App (PWA)

Simplify operations by integrating key tools—connect your ERP, engage users over WhatsApp, and deliver timely updates with Twilio integration

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.

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

Never miss important call details that impact deals.

Stay responsive to client changes anytime, anywhere.

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

What is Frappe CRM?

It’s a flexible, open-source CRM that helps manage leads, deals, and communication — all in one place, with no per-user fees.

Is there a user limit?

Nope. Add as many users as you want — free and unlimited.

Can Tridots customize it for our workflow?

Yes! We tailor it to fit your sales process, not the other way around.

Does it integrate with our tools?

Absolutely — ERPNext, WhatsApp, Twilio, Email, and more.

Can we use it on mobile?

Yes. Frappe CRM works as a PWA — just open it in your browser, no app needed

How fast is the setup

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

How fast is the setup

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

What support do we get?

Ongoing support, training, and updates — we stay with you post-launch.

Ready to Close Deals Faster?

Tridots Tech helps you implement Frappe CRM for better lead management, faster conversions, and full visibility.

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