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Customer experience

CRM

Organise and grow customer relationships, every lead, deal and conversation in one pipeline, on Frappe CRM or Odoo CRM.

The challenge

When leads live in inboxes, spreadsheets and WhatsApp chats, follow-ups slip, managers can't see the pipeline, and every forecast is a guess.

With Prestige

One shared pipeline: every interaction tracked, next steps scheduled automatically, and real-time reports that show where revenue will come from, improving service, productivity and profitability.

Capabilities

What you get

Leads & contacts

Leads, contacts, organisations and deals organised in one place.

Visual pipeline

Drag deals across stages and see expected revenue at a glance.

Automation

Automatic lead assignment, follow-ups and next activities.

Every channel

Email, calls, WhatsApp and chat linked to the right record.

Reports & forecasts

Real-time dashboards, team performance and revenue forecasts.

Anywhere

A fast, mobile-friendly CRM for teams in the field.

Modules

Everything in the platform

Every module shares one database: hover one to see what it does.

8

modules, one platform

  • Lead managementCapture, import, score and nurture leads.
  • Deal pipelineStages, probabilities and expected revenue.
  • ActivitiesCalls, meetings and tasks scheduled for you.
  • QuotationsProfessional quotes in a few clicks.
  • CommunicationsEmail, calls and WhatsApp on every record.
  • AI lead scoringWork on the right priorities first.
  • ReportingForecasts, dashboards and team analysis.
  • IntegrationsERP, marketing, telephony and social leads.
Specifications

Specifications

Platforms
Frappe CRM · Odoo CRM
Partner status
Official partner of Frappe & Odoo
Channels
Email · phone · WhatsApp · live chat · SMS
Deployment
Cloud · on-premise
Integration
API / SDK · web services · FTP/SFTP · staging tables · custom connectors

Where it's deployed

Connects with your systems

  • API / SDK
  • Web services
  • FTP / SFTP
  • Staging tables
  • Custom connectors

Works alongside the ERP and business systems you already run, no rip-and-replace.

FAQ

Questions, answered

Frappe CRM suits teams that want a clean, open-source CRM with unlimited users and WhatsApp built in, especially alongside ERPNext. Odoo CRM suits businesses that want CRM connected to quotations, sales, subscriptions and marketing in the Odoo suite. We're an official partner of both, so we recommend after looking at your process.

Yes. We clean and migrate contacts, organisations, leads and open deals from spreadsheets or your old CRM before go-live.

Yes: both platforms connect WhatsApp conversations to your leads and deals, alongside email and calls.

Yes. Frappe CRM pairs natively with ERPNext and Odoo CRM with the Odoo suite; we can also integrate either with other systems.