CRM

Key Features

• Views: Create custom views which is a combination of filters, sort and columns.

  • Pinned View: Pin important leads and deals in the sidebar.

  • Public View: Share views with all users.

  • Saved View: Save views for later use.

• Email Communication: Send and receive emails directly from the Lead/Deal Page.

• Email Templates: Create and use email templates for faster communication.

• Comments: Add comments to leads and deals to keep track of the conversation.

• Notifications: Get notified when someone mentions you in a comment.

• Service Level Agreement: Set SLA for leads and deals and get notified when the SLA is breached.

• Assignment Rule: Automatically assign leads and deals to users based on the criteria.

• Tasks: Create tasks for leads and deals.

• Notes: Add notes to leads and deals.

• Call Logs: See the call logs with call details and recordings.

Integrations

• Twilio: Integrate Twilio to make and receive calls from the CRM. You can also record calls. It is a built-in integration.

• WhatsApp: Integrate WhatsApp to send and receive messages from the CRM. Frappe WhatsApp is used for this integration.