FAQWill the recordings be available?Yes, you will be provided with the recordings same day.Who is this course for?Consultants who implement CRM and Helpdesk for clients.Sales and support managers who run their pipeline or support desk on Frappe.ERPNext admins who are adding CRM or Helpdesk to an existing site.Founders who want to streamline their startup operations.In the cohort, you will learn to implement Frappe CRM and Helpdesk.About Frappe CRM and HelpdeskFrappe CRM and Helpdesk are open-source apps built on the Frappe Framework. CRM handles the sales side of businesses: capturing leads, managing the deal pipeline and forecasting revenue. Helpdesk handles the support side: routing tickets, tracking SLAs and serving customers through a portal and knowledge base. You can customize and script both apps, and connect them with ERPNext as well.Frappe CRMIntroduction: Lead → Deal → Won/Lost flow, UI vs Desk.Workspace setup: branding, formats, profile.Team and access: roles, adding users, Sales Hierarchy for record visibility.Assignment rules: auto-rotate or workload-based lead distribution.Lead capture: manual, CSV import, Web Forms, Meta lead sync, email.Lead → Deal: activities, tasks, notes, statuses, convert to deal.Deals and pipeline: products, forecasting, lost reasons, Kanban.Email: app-password setup and Jinja templates.Views, SLA, dashboard: saved views, lead/deal SLAs, sales dashboard.Customization: side panel, Quick Entry layouts, Customize Form.Scripting: Form Script custom actions, per-pipeline statuses, Server Scripts.Integrations: Twilio/Exotel, WhatsApp, ERPNext customer and quotation sync.Frappe HelpdeskIntroduction: agent vs customer portal, ticket channels.Email channel: mailbox setup, pull frequency, turn on acknowledgement and auto-status.Agents and teams: roles, tiered/regional/product teams, team restrictions.Routing: assignment rules, agent availability, route by type or custom field.Ticket masters: types, priorities, statuses.SLA: status category controls the timer; policies with working hours and holidays.Agent workflow: replies, private comments, bulk actions, views, dashboard.Saved Replies: Jinja templates with scopes and ticket actions.Customers and portal: contact invites, CSAT and SLA analytics, Member vs Manager.Knowledge base: articles with Public/Customers/Private visibility.Customization: HD Ticket Template fields, dependencies, agent/customer visibility.Scripting: HD Form Script actions and Server Scripts.Integrations: Twilio/Exotel and ERPNext customer sync.
Know More