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CRM

Frappe CRM is an effective and powerful tool for managing clients. Frappe CRM can be used independently or as integrated with ERPNext. With Frappe CRM, you can experience a hassle-free lead management. The CRM module helps businesses improve customer relationships, optimize sales efforts, and drive growth by providing a unified platform for managing customer interactions and sales activities.

  • Lead Management: Capture, track, and nurture potential leads through various stages of the sales funnel.
  • Opportunity Tracking: Manage sales opportunities, track progress, and forecast potential revenue.
  • Customer Management: Maintain detailed customer profiles, including contact information, transaction history, and communication logs.
  • Activity Management: Schedule and track meetings, calls, and follow-ups to ensure effective customer engagement.
  • Quotations and Sales Orders: Generate and manage quotes and sales orders to streamline the sales process and ensure accurate order fulfillment.
  • Reports and Analytics: Access comprehensive reports and analytics to gain insights into sales performance, customer behavior, and CRM effectiveness.

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