Unlimited users
Open-source CRM without per-seat licence fees — scale the team without scaling software cost.
Product
Frappe CRM — Leads, Deals & Pipeline
Simple, affordable, open-source CRM — leads, deals, Kanban pipelines and unlimited users.
Open-source Frappe stack · demo-ready · Weque implementation
Service overview
What this engagement covers and how we work with your team.
Frappe CRM helps modern sales teams build strong customer relationships with an easy-to-use interface — lead and deal pages, Kanban pipelines, custom views, and built-in telephony and WhatsApp integrations.
Unlike per-seat CRM pricing, Frappe CRM is open source with unlimited users. Weque configures your pipeline, fields, and integrations so sales can focus on closing — not fighting the tool.
What’s included
Deliverables and focus areas for this line of work — read as a checklist.
Lead & deal management
All-in-one lead/deal page — activities, comments, notes, tasks, and context in a single view.
Kanban pipeline
Drag-and-drop deals across stages for visual clarity and faster pipeline reviews.
Custom views
Filters, sorting, and columns tailored to each rep or manager — quick access to what matters.
Telephony integrations
Built-in Twilio and Exotel — make and receive calls from CRM with optional call recording.
WhatsApp & ERPNext
WhatsApp messaging via Frappe WhatsApp; extend to invoicing and accounting with ERPNext when ready.
Our process
From first conversation to delivery — same rhythm on every engagement.
Pipeline design
Define stages, win criteria, and fields for leads and deals matching your sales motion.
CRM fields & stages
Configure custom fields, mandatory data, and stage automation rules.
Integration setup
Connect Twilio, Exotel, or WhatsApp; map ERPNext if quotes and invoices should flow to accounting.
Sales team training
Hands-on Kanban, activity logging, and mobile-friendly workflows.
Pipeline go-live
Import existing leads/deals, run parallel with old CRM if needed, then cut over.
Why teams choose us
Differentiators that matter for delivery and long-term ownership.
Modern UX
Vue-based Frappe UI — Kanban, unified deal pages, and custom views out of the box.
Weque + Frappe stack
When you add ERPNext later, CRM deals can flow into quotes and invoices on the same platform.
Industries & use cases
Where this service pattern fits best.
B2B sales teams
Long-cycle deals with activity tracking and pipeline reviews.
Agencies & consultancies
Lead capture, qualification, and handoff to delivery.
Retail & distribution
High-volume leads with assignment and follow-up tasks.
Tools & technologies
Typical stacks and platforms — aligned to your constraints.
Backend
- Python
Database
- MariaDB / PostgreSQL
Frontend
- Frappe UI
Platform
- Frappe Framework
FAQs
Short answers to common questions about this service.
Does Frappe CRM cost per user?
No — Frappe CRM is open source. Costs are hosting, implementation, and optional support — not per-seat licences.
Can we call leads from inside the CRM?
Yes — Twilio and Exotel integrations let agents call from the CRM; calls can be recorded depending on provider setup.
Does it integrate with WhatsApp?
Yes — via Frappe WhatsApp integration for sending and receiving messages linked to leads and deals.
Can CRM connect to ERPNext?
Yes — when both apps are on the same Frappe site, you can extend CRM into quotations, invoicing, and accounting in ERPNext.
Related products
- ERPNext — Accounting, Inventory & Operations100% open-source ERP for accounting, order management, manufacturing, assets and projects — one system for your whole business.
- Frappe LMS — Courses, Batches & CertificationsOpen-source learning management — structured courses, live batches, quizzes, assignments and certificates for training teams.
- Frappe HRMS — Payroll, Attendance & HROpen-source HR and payroll — employee lifecycle, leave, expenses, performance management and mobile app for growing teams.
Next step
Grow pipeline on Frappe CRM
Share your sales process, team size, and integration needs — we will map a CRM rollout with clear stages.