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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
Designed to Scale with You
Frappe crm
Features Highlights
Contact & Deal Management
Track leads, contacts, and deals in one place
Communications
Log emails, calls, and notes with ease.
Customization & Controls
Customize fields, forms, and permissions.
Workflow Automation
Automate tasks and approvals effortlessly
Views & Reports
Integrations
Connect with tools like ERPNext, email, and more.
Reliable, responsive, and ready to launch
Core Features
Contact & Deal Management
Communications
Customization & Controls
Workflow Automation
Views & Reports
Integrations
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 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 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 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
Contact & Deal Management
Communications
Customization & Controls
Workflow Automation
Views & Reports
Integrations
Keep all your leads, contacts, deals, and organizations organized in a centralized system.
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
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.
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.
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.
Call Logs & Tracking
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
Notifications
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.
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.
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
Service Level Agreement (SLA)
Assignment Rules
Organize and Track Tasks
Notifications
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.
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
Save your filters, sorting, and column preferences for quick access.
Avoid resetting filters every time you log in.
Access the most relevant data instantly.
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.
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)
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.
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.
Automatically log every call made via Twilio.
Never miss important call details that impact deals.
Streamline your workflow from deal closure to fulfillment.
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)
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.
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.
Nope. Add as many users as you want — free and unlimited.
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.
Yes. Frappe CRM works as a PWA — just open it in your browser, no app needed
Basic setup: a few days. Full custom workflows: a few weeks max.
Basic setup: a few days. Full custom workflows: a few weeks max.
Ongoing support, training, and updates — we stay with you post-launch.
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