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Frappe CRM — 100% Open-Source CRM

Every Deal. Every Call. Every Email. One Place. Completely Free.

Data Value Solutions implements Frappe CRM for companies across Egypt and MENA — a modern, 100% open-source CRM to supercharge your sales operations.
  • Visual deals list — instant visibility on every opportunity
  • Calls directly from the system — full automatic call log
  • Ready-to-use email templates with auto merge tags
  • Convert a lead to a deal in one click
MODULE INTRODUCTION

Frappe CRM — The Modern 100% Open-Source CRM

Frappe CRM is a modern, 100% open-source CRM tool designed to supercharge sales operations — combining deal tracking, call logs, email communication, email templates with merge tags, and lead-to- deal conversion in one clean, fast interface.
MODULE INTRODUCTION

Why Frappe CRM Instead of Any Other CRM?

Most CRM systems are either expensive per user or unnecessarily complex. Frappe CRM is completely free, lightweight, modern in design, and natively integrated with ERPNext — your sales team is productive from day one without friction.

Deals List View

A list view of all deals with organisation, amount, status, and assigned rep — filterable and sortable in one click.
  • View all deals: organisation, amount, status, email, mobile, assigned rep
  • Filter deals by status: Won, Lost, Qualification, Negotiation, and more
  • Sort deals by amount, last modified, or assigned representative
  • Create a new deal directly from the list with the + Create button
DEAL MANAGEMENT

Deal Detail & Activity Log

A complete profile per deal — tabs for Activity, Emails, Calls, Tasks, and Notes, with deal info on the side panel.
  • Full activity timeline: who created the deal, every email sent, every status change
  • Separate tabs: Emails · Calls · Tasks · Notes
  • Side panel: contacts linked to the deal, organisation, source, next step
  • Deal status at the top: Won / Open / Negotiation with owner assigned
DEAL MANAGEMENT

Status Tracking & SLA

Track every deal status change with a full log and SLA compliance indicators.
  • Update deal stage: Qualification → Demo → Negotiation → Won
  • SLA indicator: track first response time and fulfilment status
  • Every status change automatically logged in the activity timeline
  • Export your chart and report templates in one click
DEAL MANAGEMENT

Lead Record

A complete profile per lead — contact details, organisation, source, owner, and full communication history.
  • Person data: name, email, mobile, job title, organisation
  • Lead source: Web, Advertisement, Referral, Exhibition, and others
  • Lead Owner and creation date logged automatically
  • Track status: New → Contacted → Nurture → Converted
LEAD MANAGEMENT

Lead Activity Log

Every email sent or received and every status change — automatically logged in a clear timeline.
  • Full timeline: who created the lead, every email with full content
  • Status changes logged automatically: Contacted → Nurture with date and user
  • Show all Changes' to see the complete edit history
  • Reply to emails directly from the activity timeline without leaving the page
LEAD MANAGEMENT

Convert Lead to Deal

One click on ‘Convert to Deal’ — the lead becomes a deal with no data re-entry.
  • Convert to Deal' button at the top — visible in every lead view
  • Contact and organisation data transferred automatically to the new deal
  • New deal starts in Qualification stage with the same owner
  • Lead updated to Converted status automatically
LEAD MANAGEMENT

Call Logs

A complete record of every inbound and outbound call — with duration, phone numbers, type, and status.
  • View all calls: from, to, type (inbound/outbound), status, duration
  • Source and destination phone numbers fully recorded
  • Filter calls by rep, type, or status
  • Missed calls appear clearly with a distinct colour label
CALLS & COMMUNICATION

Make Calls Directly from Frappe CRM

Call your customer with one click from any screen in Frappe CRM — the call is logged automatically in the activity record.
  • Built-in call popup: caller name, number, cancel button, live timer
  • Call auto-added to the activity log of the linked deal or lead
  • Listen to the call recording later directly from the activity log
  • Every call logged: duration, timestamp, and rep
CALLS & COMMUNICATION

Email Integration & Communication Log

Every email sent or received appears in the activity log linked to the deal or lead.
  • Send emails directly from inside the deal or lead screen
  • Use a ready-made email template with auto-populated merge tags
  • All correspondence in chronological order in the activity log
  • Reply to emails from inside the system without leaving the page
CALLS & COMMUNICATION

Email Template Library

A searchable library of ready-to-use templates — one for every stage of the sales cycle.
  • Multiple templates: welcome email, demo invite, follow-up, partner referral
  • Search templates by name, subject, or content
  • Preview the template before sending with the option to edit
  • Templates support Rich Text formatting
EMAIL TEMPLATES

Auto Merge Tags

Templates use dynamic merge tags auto- filled with the lead name, organisation, and other data at the moment of sending.
  • Built-in merge variables: {{lead_name}}, {{organization}}, {{name}}, and more
  • Subject line supports merge: 'ERPNext @ {{ organization }}'
  • Content auto-populated — no manual editing before each send
  • Saves sales team time while keeping a personal touch
EMAIL TEMPLATES

A Template for Every Sales Stage

A ready template for every step — first response, demo invite, follow-up, partner handoff.
  • First Response: sent immediately when a lead is created
  • Webinar Demo: invite to live interactive product demo
  • Passing to Partner: hand off to a certified ERPNext partner
  • Partner Prospect First Response: Frappe partner programme invitation
EMAIL TEMPLATES
WHY FRAPPE CRM

Why Choose Frappe CRM?

Completely Free

No per-user fees, no monthly subscriptions — Frappe CRM is 100% open source.

Built-In Calls

Make and log calls directly inside the system — no external telephony app needed.

Ready-Made Templates

Email templates for every stage with auto merge tags — professional outreach from day one.

One-Click Conversion

Lead → Deal in one click — no data re-entry between stages.

Native ERPNext Integration

Closed deal converts to quotation and invoice without leaving the system.

Modern, Fast Interface

Clean responsive design — your sales team adopts it without resistance.
COMPARISON TABLE

Frappe CRM vs. Paid CRM Systems

Feature Frappe CRM — Data Value Traditional / Paid CRM
Cost
100% free — fully open source
Per-user monthly subscriptions
Call Logging
Built-in inbound & outbound calls inside the system
Paid add-on
Email Templates
Multiple templates with auto merge tags
Limited or paid
Lead to Deal Conversion
One click — no data re-entry
Manual or multi-step
Activity Log
Complete: calls, emails, status changes
Limited
ERPNext Integration
Native — Deal → Quotation → Invoice
Usually not available
Open Source
Fully open source with complete data ownership
Vendor lock-in and subscription dependency

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