Does Frappe CRM need ERPNext?

No. Frappe CRM runs on its own on the Frappe framework. Joined to ERPNext, a won deal becomes a quotation with the customer and items carried over, and the deal shows its quotations. Many teams start with the CRM alone and join the books later; nothing has to be redone when they do.

Can we move from HubSpot or Zoho CRM?

Yes. We export your contacts, companies, open deals and notes, map them to Frappe CRM's fields and import them, then check counts and a sample with your team before you switch. Closed history can come over too, or stay read-only in an export. Tell us what you run in Talk to us and we'll say what moves cleanly.

Self-host or Frappe Cloud?

Either. Frappe Cloud is the simplest: Frappe runs the server, backups and updates. Your own server suits teams with data rules or an existing ERPNext host; we set it up and can run it for you under managed hosting. The CRM works the same on both, and you can move between them later.

Who supports it after go-live?

We do, for as long as you want: fixes, upgrades, new fields and reports, and help for your team, under support and AMC. Frappe ships the software and its updates; we test each update on your setup before it reaches your live site, so a new release never surprises your sales team.

Do you build on top of Frappe CRM?

Yes, as a separate app, never by editing Frappe CRM itself, so upgrades keep working. Typical additions: a field-visit log, a dealer price check, a custom approval. Larger builds follow custom Frappe app development, in your Git from day one and tested before they reach your live site.

Does Frappe CRM have a sales dashboard?

Yes, as standard. One dashboard shows leads, open and won deals, average deal value and time to close, the sales trend and forecast, the funnel from lead to deal, deals by stage, source, territory and salesperson, and the reasons deals were lost. Filter it by date range or by one salesperson. We add charts your team asks for.

Do enquiry emails become leads on their own?

Yes. Connect your sales inbox and each new email to it creates a lead with the sender's email address, with the thread kept on the lead. Replies sent from the CRM stay on the same lead or deal, so the conversation is in one place. We connect the mailbox, set who owns new leads and test it with a real enquiry.

Frappe CRM, set up and joined to your booksFrappe CRM implementation and support

Leads, deals and calls in one open-source CRM, set up for how your team sells, with won deals becoming ERPNext quotes.

Ready to pilot We set it up on your process first, and you pay if you like it.

CRM · By Frappe, set up and run by MithTech

Works with what you run?

I run

Frappe CRM, before you pick a system:

work as standard: 2
we set up: 4
built for you: 0

Your records end up in Frappe CRM, and in ERPNext once a deal is won.

What Frappe CRM does

Pick a capability: what it ends up as, and whether it works as standard, we set it up, we build it, or it isn’t built yet.

Works as standard2

We set it up4

Every enquiry, one owner

Web forms, calls and Meta lead ads arrive as leads with an owner and a next step.

Ends up as: a Lead with its owner

We connect your forms and ad accounts.

Every enquiry, one owner

Web forms, calls and Meta lead ads arrive as leads with an owner and a next step.

Ends up as: a Lead with its owner

We connect your forms and ad accounts.

Where Frappe CRM stops

Not for you if one of these is true; each points to the page that fits better.

One enquiry, all the way to a quote

Step through it: where the record stands at each point.

A web form lands as a lead, owned by one person in sales.

Step 1 of 4

Where the record stands

Frappe CRMLead

One enquiry, all the way to a quote

1 · Lead: Now
2 · Deal: Next
3 · Call: Next
4 · Quote: Next

Qualified, it moves to Proposal on the board.

Step 2 of 4

Where the record stands

Frappe CRMDeal

One enquiry, all the way to a quote

1 · Lead: Done
2 · Deal: Now
3 · Call: Next
4 · Quote: Next

The call with the buyer is logged on the deal.

Step 3 of 4

Where the record stands

Frappe CRMCall

One enquiry, all the way to a quote

1 · Lead: Done
2 · Deal: Done
3 · Call: Now
4 · Quote: Next

Won: ERPNext makes the quotation with the same customer and items.

Step 4 of 4

Where the record stands

Frappe CRMQuote

One enquiry, all the way to a quote

1 · Lead: Done
2 · Deal: Done
3 · Call: Done
4 · Quote: Now

Watch it run: A chat becomes a won deal

Going live: who does what

Each step and who does it; who you pay, and what you own at the end.

Going live, step by step, and who acts in each
Step	You	MithTech
1 Name the stages, the fields and who owns what.	You acts
2 Install Frappe CRM on your site or Frappe Cloud; set up stages, forms and roles.		MithTech acts
3 Bring over contacts and open deals from sheets or your old CRM.		MithTech acts
4 Connect telephony, WhatsApp and ERPNext where you use them.		MithTech acts
5 Train the team on a week of real deals; we stay on call.	You acts
6 Support and upgrades, as long as you want them.		MithTech acts

Who you pay, for what

Frappe: Nothing for the software; it's open source.
Frappe Cloud or your host: Hosting, if you don't run your own server.
Your telephony and WhatsApp providers: Calls and messages, on their own bills.
MithTech: Set-up and support, in a written proposal.

What you own

Your data and your site. Frappe CRM is open source; export everything and move host any time.

Questions about Frappe CRM

The one buyers ask most is answered first. Type to find the rest.

Is Frappe CRM free?

The software is: Frappe CRM is open source, with no fee per user. What you pay for is where it runs (your server or Frappe Cloud), your call and WhatsApp providers, and the work to set it up for how you sell. We put the set-up and support in a written proposal before anything starts, so you know the whole bill.

Frappe CRM, set up and joined to your booksFrappe CRM implementation and support

Works with what you run?

What Frappe CRM does

Every enquiry, one owner

Every enquiry, one owner

A board of what will close

Calls logged on the deal

WhatsApp in the deal

A won deal becomes a quote

Pipeline your way

Where Frappe CRM stops

One enquiry, all the way to a quote

Going live: who does what

Who you pay, for what

What you own

Questions about Frappe CRM

Is Frappe CRM free?

Start with one conversation

Frappe CRM, set up and joined to your booksFrappe CRM implementation and support

What Frappe CRM does

Every enquiry, one owner

Every enquiry, one owner

Where Frappe CRM stops

One enquiry, all the way to a quote

Going live: who does what

Who you pay, for what

What you own

Questions about Frappe CRM

Is Frappe CRM free?

Does Frappe CRM need ERPNext?

Can we move from HubSpot or Zoho CRM?

Self-host or Frappe Cloud?

Who supports it after go-live?

Do you build on top of Frappe CRM?

Does Frappe CRM have a sales dashboard?

Do enquiry emails become leads on their own?

Start with one conversation

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