CRM
Mobile App Installation
Last Updated: March 6, 2026Frappe CRM offers a mobile-friendly interface through a Progressive Web App (PWA). This means you can access all the CRM functionalities directly on your phone. Supported Devices and Browsers The Frappe CRM PWA works on most modern smartphones and tablets. Here’s a quick note about browser compatibility: > NOTE: Firefox currently doesn’t support PWA installation...
Customization
Last Updated: March 6, 2026Frappe CRM understands that every business has unique needs. That’s why it offers customization options to tailor the system to your specific workflows. This guide focuses on adding Custom Fields, a powerful tool for capturing additional data relevant to your business. What are Custom Fields? The default Lead/Deal pages in Frappe CRM come with essential...
Integrations
Last Updated: March 6, 2026Twilio Twilio is a cloud communications platform that allows businesses to integrate voice, video, messaging, and authentication functionalities into their applications. This integration enables you to make calls directly from various pages within the CRM. Make call Call pop-up Upon making or receiving a call, a pop-up window appears displaying: This window can be minimized,...
Other Features
Last Updated: March 6, 2026Email Communication This feature allows you to seamlessly exchange emails with your customers directly from the Lead/Deal page within the system. All email interactions are conveniently stored and accessible, promoting efficient communication and record-keeping. Sending Emails Viewing Email Communication All email interactions related to a specific Lead or Deal are consolidated within the system. You...
Maters
Last Updated: March 6, 2026Lead In Frappe CRM, a Lead represents a potential customer who has shown some level of interest in your products or services. These leads can be generated through various channels, including: Capturing Lead data The Lead page in Frappe CRM serves as a central hub for capturing and managing all your potential customer information. This...
Settings
Last Updated: March 6, 2026Profile You can update your name, profile image, and password from the Profile Settings page. How to Update Your Profile Ensure your profile details are up to date for a personalized experience. Custom Branding You can now customize your Frappe CRM with a custom Logo, Name, and Favicon based on your business requirements. This feature is accessible under Settings...
Introduction
Last Updated: March 6, 2026What is Frappe CRM? Frappe CRM is a simple, affordable, open-source CRM tool designed for modern sales teams with unlimited users. Frappe CRM is crafted for providing a great user experience, packed with features for core CRM activities helping you build strong customer relationships while keeping things clean and organised. Why Frappe CRM? Many existing...
Emeron HR
Last Updated: February 12, 2026Emeron HR is an open Source, modern, and easy-to-use HR and Payroll Software for all organizations. It has everything you need to drive excellence within the company. It is a complete HRMS solution with over 13 different modules right from Employee Management, Onboarding, Leaves, to Payroll, Taxation, and more! #Why Emeron HR Businesses often struggle...