Skip to content

Releases: frappe/crm

v1.0.1

08 Apr 17:41
Compare
Choose a tag to compare

Full Changelog: v1.0.1...v1.0.1

v1.0.0

01 Apr 06:19
Compare
Choose a tag to compare

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

Show more screenshots Screenshot 2022-09-18 at 9 18 17 PM Screenshot 2022-09-18 at 11 47 06 PM Screenshot 2022-09-18 at 9 18 47 PM Screenshot 2022-09-18 at 9 18 47 PM Screenshot 2022-09-18 at 9 18 47 PM

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.