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CRM
Improved decision-making. Streamlined workflows Enhanced customer experiences Scalable and flexible solutions

ERPNext CRM

Unified Customer Data
Automated Sales and Lead Management
Insightful Analytics and Reporting
Omnichannel Communication

6 Must-Have Features of ERPNext CRM

Centralized Customer Data Management
Effortlessly manage all customer interactions and details in one unified platform, powered by ERPNext, for streamlined operations and better decision-making.
Automated Lead and Opportunity Tracking
Boost your sales efficiency with ERPNext’s automated tools to capture, assign, and nurture leads, ensuring no opportunity slips through the cracks.
Intuitive Sales Pipeline Visualization
Gain clear insights into your sales process with ERPNext’s dynamic pipeline, helping you close deals faster and drive revenue growth.
Customizable Workflows and Reports
ailor the CRM to suit your business needs with ERPNext’s robust customization options and generate actionable reports for smarter strategies.
Multi-Channel Communication Integration
Seamlessly connect with your customers via email, phone, and social media in ERPNext, enabling consistent and effective communication.
Mobile and Cloud Accessibility
Stay connected to your business anywhere with ERPNext’s cloud-based CRM solution, designed for on-the-go sales teams.

These features make FrappeCRM with ERPNext the ultimate solution for businesses looking to streamline their customer relationship management.

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Integrations: Connect, Collaborate, and Scale

Seamless Integration for a Unified Business Ecosystem FrappeCRM, powered by ERPNext, is designed to work harmoniously with the tools and systems you already use. By integrating FrappeCRM with other platforms, you can create a cohesive business environment that enhances productivity, streamlines workflows, and delivers exceptional customer experiences.

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Discover how FrappeCRM integrations can transform your operations.

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Twilio
Integrate Twilio to make and receive calls from the CRM. You can also record calls. It is a built-in integration.
WhatsApp
Integrate WhatsApp to send and receive messages from the CRM. Frappe WhatsApp is used for this integration.
ERPNext
Integrate with ERPNext to extend the CRM capabilities to include invoicing, accounting, and more.