Lead and Deal Workspace
Design qualification stages, ownership rules, next actions, lost reasons, source tracking, and dashboards for sales managers.
UK Frappe CRM Implementation
Open Source CRM with Unlimited Users and Fixed Implementation Cost
Midocean helps UK sales teams launch Frappe CRM with clean pipeline design, lead and deal workflows, email templates, ERPNext connectivity, reporting, and long-term AMC support without per-user software license pressure.
Open-source CRM
Unlimited users
Fixed implementation scope
AMC from £100/month
ERPNext integration ready
Fixed
Scope
£
UK pricing
AMC
Support
Executive outcomes
CRM business case
Replace spreadsheet follow-ups with visible lead ownership and deal stages.
Give leadership a live sales pipeline, next actions, and revenue forecast.
Keep CRM ownership flexible with open-source code and upgrade-aware customization.
Connect CRM with ERPNext quotations, customers, orders, and support where required.
Lead and Deal Workspace
Design qualification stages, ownership rules, next actions, lost reasons, source tracking, and dashboards for sales managers.
Kanban and Custom Views
Create role-wise list, Kanban, and saved views so SDRs, sales heads, and directors see the pipeline they actually manage.
Email, Calls, and Templates
Set up templates, notes, call logs, and activity tracking. Telephony, WhatsApp, or email integrations can be scoped separately.
ERPNext and Website Flow
Route website enquiries, Meta or Google Ads leads, ERPNext customers, quotations, and handovers through a cleaner sales process.
Product fit
Built for Sales Teams That Need Control, Not License Shock
Frappe CRM focuses on the practical sales operating layer: leads, deals, calls, custom views, Kanban pipelines, assignments, and integrations. We configure it around your sales process instead of forcing your team into a generic template.
Kanban and Custom Views
Create role-wise list, Kanban, and saved views so SDRs, sales heads, and directors see the pipeline they actually manage.
Email, Calls, and Templates
Set up templates, notes, call logs, and activity tracking. Telephony, WhatsApp, or email integrations can be scoped separately.
ERPNext and Website Flow
Route website enquiries, Meta or Google Ads leads, ERPNext customers, quotations, and handovers through a cleaner sales process.
Open Source Customization
Add fields, scripts, print-ready reports, and Frappe extensions with upgrade-safe engineering practices.
UK Support and AMC
Monthly support plans cover adoption help, small changes, health checks, and practical CRM administration guidance.
Screenshots
Frappe CRM Screens That Help Teams Understand the Product
These are product visuals from the official Frappe open-source ecosystem, included so decision makers can inspect the actual user experience before a demo.
CRM Command Center
A modern CRM shell for teams that want fast lead visibility, clean navigation, and pipeline control.
Lead List and Views
Segment open leads, create manager views, and keep daily follow-up work measurable.
Lead and Deal Details
Capture conversations, source, status, activity, and next steps in one place.
Calling Workflow
Use call workflows and activity logging where telephony is part of the sales process.
Pricing
Fixed-Cost CRM Launch Options
The open-source product avoids per-user CRM license pressure. Pricing below is for Midocean implementation, configuration, training, and support scope. Hosting, WhatsApp, telephony, SMS, email services, and third-party subscriptions are separate.
Fixed implementation
CRM Launch Pack
From £1,500
Small and mid-market teams moving from Excel, inbox follow-ups, or a basic CRM.
Lead and deal pipeline setup
Custom fields and stages
User roles and permissions
Email templates and training
Recommended for ad-led sales teams
CRM Growth Pack
From £3,500
Teams that need source tracking, dashboards, lead routing, and ERPNext handover.
Website and campaign lead flow
Sales dashboards and saved views
ERPNext customer or quotation sync
UAT, handover, and go-live support
Support and improvement plan
CRM AMC
From £100/month
Live CRM users who need adoption support, small changes, and admin guidance.
Priority support desk
Monthly health review
Minor configuration changes
Upgrade and integration guidance
Comparison
Frappe CRM vs Traditional CRM Buying
For many UK SMEs, the hidden CRM cost is not the setup. It is user-based licensing, locked customization, and disconnected operations. Frappe CRM is strongest when you want ownership, flexibility, and ERPNext alignment.
Decision area
Frappe CRM with Midocean
Per-user CRM suites
Spreadsheet or inbox CRM
User growth
Frappe CRM with MidoceanUnlimited users from the open-source app; implementation and hosting are scoped separately.
Per-user CRM suitesCost usually rises with every new sales, service, or manager user.
Spreadsheet or inbox CRMNo license cost, but no reliable ownership, reporting, or audit trail.
Pipeline control
Frappe CRM with MidoceanCustom stages, views, fields, source tracking, assignment, and reporting.
Per-user CRM suitesStrong features, but deeper changes can require higher tiers or consultants.
Spreadsheet or inbox CRMManual updates and inconsistent stage definitions across the team.
ERP fit
Frappe CRM with MidoceanBuilt on Frappe, making ERPNext customer, quotation, and order handover practical.
Per-user CRM suitesUsually needs middleware, paid connectors, or custom API work.
Spreadsheet or inbox CRMDisconnected from finance, stock, fulfilment, and support.
Long-term ownership
Frappe CRM with MidoceanOpen-source platform with upgrade-aware customization and code transparency.
Per-user CRM suitesVendor roadmap and subscription terms drive long-term options.
Spreadsheet or inbox CRMData lives in files and inboxes, with high people dependency.
Implementation
CRM Implementation Process for UK Teams
We keep the implementation practical: sales process first, configuration second, automation only where it creates measurable adoption.
1
Sales Discovery
Map lead sources, qualification rules, pipeline stages, teams, reporting needs, and integration priorities.
2
CRM Blueprint
Confirm fields, views, roles, dashboards, follow-up rules, templates, and launch scope with fixed-cost boundaries.
3
Setup and UAT
Configure Frappe CRM, import agreed masters, test lead flow, train key users, and refine adoption points.
4
Go-Live and AMC
Launch with handover, admin guidance, support plan, and phased enhancements for automation or ERPNext sync.
Demo and walkthrough
See Frappe CRM Before You Commit
Book a focused CRM demo for your sales process. We will show the live product, explain where standard Frappe CRM fits, and identify which items need implementation or integration effort.
Lead capture, qualification, and pipeline visibility
Custom views, Kanban, activity tracking, and reporting
Campaign lead routing for Google Ads and Meta Ads
ERPNext handover options for quotations, orders, and customers
Buyer questions
Important Notes Before You Buy
These pages are designed for serious UK teams comparing open-source CRM or HRMS with conventional SaaS. The commercial model is transparent because scope clarity matters.
We position this as fixed-cost implementation and AMC support, not a free full-service deployment. Final scope depends on data, integrations, hosting, training, and change requests.
Does unlimited users mean everything is free?
No. The open-source CRM app does not create a per-user license fee from Midocean, but implementation, hosting, support, telephony, WhatsApp, email, SMS, and third-party services are separate.
Can Frappe CRM connect with ERPNext?
Yes. Because both are built on the Frappe ecosystem, customer, quotation, order, and support handovers can be scoped cleanly.
Is this suitable for Google Ads and Meta Ads leads?
Yes. We can design source tracking, landing page enquiry flow, lead assignment, follow-up stages, and dashboards for ad-led sales teams.
Can you customize CRM fields and workflows?
Yes. We support custom fields, scripts, reports, dashboards, integrations, and Frappe app development where standard configuration is not enough.
Ready to evaluate Frappe CRM for your UK business?
Book a practical demo and receive a fixed-scope implementation direction before you commit budget, users, or internal rollout time.