PS Digitise
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Open Source CRM · ₹0 Licensing · Frappe Partner India

Frappe CRM —
WhatsApp, Pipeline & ERPNext in one system.

PS Digitise implements Frappe CRM for Indian businesses — visual sales pipeline, WhatsApp two-way messaging, email and call tracking, and native ERPNext integration. ₹0 per-user licensing. Unlimited users. 2-week go-live.

₹0
CRM software licensing — forever
Unlimited
Users — no per-seat fee ever
2 wks
Go-live — including WhatsApp setup
Sales Pipeline — Q3 2026
Deals
Leads
Contacts
Activities
Qualified 3
Rajan Industries
Auto Components · India
₹2,75,000
WhatsApp
Kumar Textiles
Textile · India
₹1,75,000
Email
Demo Done 2
Senthil Pharma
Pharma · India
₹3,50,000
Called
Proposal Sent 2
Murugan Traders
Distribution · India
₹2,50,000
WhatsApp
Lakshmi Rice Mills
Agro · India
₹1,75,000
Email
Won 1
Venkat Machining
Engineering · India
₹4,50,000 ✓
Customer Created →
What Frappe CRM Includes

Every feature your sales team needs.
Nothing you don't.

Frappe CRM is built by Frappe Technologies — the same company that builds ERPNext and Frappe HRMS. Clean Vue-based UI, fast, mobile-first and purpose-built for growing sales teams.

Visual Kanban Pipeline
Drag-and-drop deals across custom pipeline stages — Qualified, Demo, Proposal, Negotiation, Won/Lost. Filter by owner, stage, organisation or value. Custom views saved per user.
Leads + Deals
WhatsApp Two-Way Messaging
Send and receive WhatsApp messages from the Lead and Deal page — directly inside Frappe CRM. Every message appears in the activity timeline. Uses Meta WhatsApp Business API. No third-party gateway.
Native integration
ERPNext Integration — Native
Create Quotations in ERPNext directly from the CRM deal. Win a deal — Customer auto-created in ERPNext. No re-entry, no switching. Works on same site or across different sites. The only CRM with this integration.
Same site or cross-site
Email & Call Tracking
All emails, calls, notes and meetings logged against each lead and deal. Full activity timeline — who said what, when. Team members see complete communication history without switching between tools.
Complete timeline
Automation & Assignment Rules
Auto-assign leads based on geography, industry or round-robin. Automated follow-up reminders. WhatsApp notifications triggered by deal stage changes. Reduce manual work for sales reps.
Zero manual follow-up
Meta Leads — Facebook & Instagram
Frappe CRM pulls every Facebook and Instagram lead straight into your pipeline — no CSV downloads, no manual copying. All lead details pre-filled. Works with Meta Lead Ads directly.
Auto-import
Mobile-First PWA
Access Frappe CRM from any device — fast, app-like experience from the browser. Sales reps can update deals, log calls and send WhatsApp messages from their phone without installing an app.
No app install needed
Fully Customisable
Custom fields, custom pipeline stages, custom views, custom print formats. Built on Frappe Framework — every field, form and report is configurable without code. Extend with custom Frappe apps when needed.
No-code customisation
Role-Based Permissions
Sales reps see only their own leads. Managers see their team. Directors see all. Granular permission control — field-level, document-level, team-level. Built on Frappe's enterprise permission engine.
Enterprise-grade
End-to-End Flow

From first enquiry to invoice —
Frappe CRM + ERPNext connected.

For businesses that use both Frappe CRM and ERPNext, the two systems share data natively. A deal won in CRM creates a customer in ERPNext in one click. Zero re-entry across the entire sales cycle.

Lead Received
Web form, WhatsApp enquiry, Facebook Lead Ad or referral — all routes create a Lead in Frappe CRM automatically. Source tracked.
Frappe CRM
1
2
WhatsApp Conversation
Sales rep sends and receives WhatsApp messages from the Lead page. Every message logged in the activity timeline. No switching to WhatsApp Web.
WhatsApp
Deal Created — Pipeline Tracked
Qualified lead converted to Deal. Moves through pipeline stages — Demo Scheduled, Proposal Sent, Negotiation. All activities, emails and calls linked.
Frappe CRM
3
4
Quotation Created in ERPNext
From the CRM deal, click "Create Quotation" — Frappe CRM opens ERPNext with all customer and deal data pre-filled. No re-entry. Quotation sent to customer from ERPNext.
ERPNext
Deal Won → Customer Auto-Created
Mark deal as Won in Frappe CRM → Customer is automatically created in ERPNext with all contact details, GSTIN and address. No duplicate data entry ever.
Frappe CRM ERPNext
5
6
Sales Order → Production → Invoice
Customer in ERPNext — Sales Order raised, production triggered (for manufacturers), Delivery Note, GST invoice with IRN auto-generated. GSTR-1 updated. Full cycle complete.
ERPNext
Frappe CRM vs Zoho CRM India

Why Indian businesses choose
Frappe CRM over Zoho CRM.

Zoho CRM is built by an Indian company and has India-specific features. But for businesses already on or moving to ERPNext, Frappe CRM wins on every dimension that matters — cost, integration and unlimited users.

Feature Frappe CRM Zoho CRM Salesforce
Software Licensing ✓ ₹0 forever — open source ₹1,300–₹2,500/user/month ₹6,500–₹16,000/user/month
Unlimited Users ✓ Yes — no per-seat fee No — per user always No — per user always
ERPNext Integration ✓ Native — quotation, customer auto-creation Third-party workaround Custom API build required
WhatsApp Integration ✓ Native — two-way messaging from deal page Available — extra setup Third-party add-on
Visual Kanban Pipeline ✓ Drag-and-drop, custom stages ✓ Available ✓ Available
Facebook/Instagram Leads ✓ Auto-import native ✓ Available ✓ Available
Mobile PWA ✓ Fast, app-like browser experience ✓ Mobile app available ✓ Mobile app available
Data ownership ✓ Your server, your data, source code included Zoho's cloud — no export Salesforce cloud — no export
Customisation ✓ Full — fields, forms, workflows, no code Moderate — limited on lower tiers ✓ Full — but expensive to build
10-user team, 3-year cost ✓ ₹0 licensing + implementation ₹46,80,000–₹90,00,000 ₹2,34,00,000+
₹0
Frappe CRM licensing
forever, unlimited users
₹46.8L
Zoho CRM Standard cost
10 users over 3 years
46×
Less expensive than Zoho
on 3-year cost basis
PS Digitise Implementation Pricing

Frappe CRM software is free.
You pay PS Digitise to implement it.

Frappe CRM is ₹0 licensing forever. PS Digitise charges a one-time fixed price for implementation — pipeline configuration, WhatsApp setup, ERPNext integration, training and go-live support.

New Client
Standalone CRM
₹50,000
One-time · 2-week go-live · Unlimited users
  • Frappe CRM setup and configuration
  • Custom pipeline stages for your sales process
  • Lead sources, custom fields, views
  • Email integration — Gmail / Outlook
  • WhatsApp Business API setup
  • Facebook / Instagram lead import
  • Automation — follow-up reminders, alerts
  • Role-based permissions — reps, managers
  • User training — 2 days
  • 3 months post-launch support
Existing ERPNext Clients
₹25,000
One-time · 2-week go-live · Same server
  • Frappe CRM installed on your existing Frappe site
  • ERPNext integration — already on same server
  • Pipeline configured for your industry
  • WhatsApp Business API setup
  • Existing customers imported to CRM contacts
  • Automation — deal stage WhatsApp alerts
  • Sales team training — 1 day
  • 1 month post-launch support

Frappe CRM software: ₹0 forever — open source, unlimited users. Hosting on Frappe Cloud is separate — no extra cost if you are already an ERPNext client.

Frequently Asked Questions

Questions about
Frappe CRM implementation.

What is Frappe CRM? +
Frappe CRM is a free, open-source CRM built by Frappe Technologies — the same company that builds ERPNext. It provides a visual Kanban sales pipeline, WhatsApp two-way messaging, email and call tracking, Facebook and Instagram lead import, and native ERPNext integration. Software licensing is ₹0 forever, unlimited users. PS Digitise implements and configures Frappe CRM for Indian businesses as a certified Frappe partner.
How does Frappe CRM connect to ERPNext? +
When a deal is marked Won in Frappe CRM, a Customer is automatically created in ERPNext with all contact details, GSTIN and address — no re-entry. Sales reps can create Quotations in ERPNext directly from the CRM deal page. The integration works on the same Frappe site or across different sites. This is the only open-source CRM with native, out-of-box ERPNext integration.
Does Frappe CRM work with WhatsApp? +
Yes. Frappe CRM integrates with WhatsApp via the Frappe WhatsApp app, which uses Meta's WhatsApp Business Cloud API directly — no third-party gateway. Sales reps can send and receive WhatsApp messages from within the Lead and Deal pages. Every message appears in the activity timeline. Automated WhatsApp notifications can be configured for lead assignment, deal stage changes and follow-up reminders.
How much does Frappe CRM cost in India? +
Frappe CRM software: ₹0 — open source, unlimited users, forever. PS Digitise charges ₹25,000–₹50,000 one-time for implementation depending on scope. Zoho CRM by comparison costs ₹1,300/user/month (Standard) — a 10-person sales team pays ₹1,56,000/year, ₹46,80,000 over 3 years. Frappe CRM saves that entire amount in licensing alone.
Is Frappe CRM good for manufacturing companies? +
Yes — and it's the best choice for manufacturers already on or implementing ERPNext. The customer enquiry to production flow becomes: Lead in Frappe CRM → WhatsApp conversation → Deal → Quotation in ERPNext → Sales Order → Work Order → Dispatch → Invoice. Every step connected, zero re-entry. PS Digitise implements this complete flow for manufacturers across India.
How long does implementation take? +
Standalone Frappe CRM: 2 weeks — pipeline configuration, WhatsApp setup, email integration, user training. CRM + ERPNext integration: 3 weeks — adds the deal-to-quotation workflow, customer auto-creation and automation setup. For existing ERPNext clients adding CRM: 2 weeks. All timelines are agreed in the scope document before work starts.
Can we run Frappe CRM on our existing ERPNext server? +
Yes. If you are already on Frappe Cloud or a self-hosted Frappe server for ERPNext, Frappe CRM installs on the same server as an additional app — no extra hosting cost. The integration between CRM and ERPNext is tightest when both run on the same site. PS Digitise's add-on package (₹25,000) is designed exactly for existing ERPNext clients who want to add CRM without additional infrastructure.
Free Assessment · 48-Hour Quote

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Certified Frappe Partner · sales@psdigitise.com · +91 9677 174 743

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