NestorBird is thrilled to share the updates in the Frappe CRM. These enhancements aim to streamline your CRM experience, making it more intuitive and efficient. In these Frappe CRM updates, we introduce exciting features like the Kanban view, Progressive Web App (PWA), layout builders, and more.
How Frappe CRM Helps Industries
Customer Relationship Management (CRM) systems like Frappe CRM are essential tools for enhancing business operations across various industries. They streamline customer interactions and boost operational efficiency.
Streamlined Customer Interaction: Plan marketing strategies using customer data for targeted campaigns. Organize customer information to provide timely and relevant support.
Enhanced Resource Management: Automate tasks like order management to increase productivity. Facilitate clear communication with suppliers and customers.
Informed Decision-Making: Gain valuable insights into customer behavior and trends. Further, you can use data analysis to identify growth opportunities.
Operational Efficiency: Optimize processes to reduce costs and improve efficiency. Also, automate tasks to focus on strategic initiatives.
Hence, integrating a CRM system helps businesses improve customer engagement, streamline operations, and achieve strategic goals, fostering growth and profitability across industries.
NestorBird's Relation with Frappe CRM
NestorBird ERP solutions has been a Frappe CRM Partner and built a strong tech relationship. As a Frappe certified partner, we use its platform. We deliver custom CRM solutions for diverse business needs. Also, our work with Frappe keeps us on the cutting edge of CRM technology.
Here’s an overview of the Frappe CRM updates 2024
Discover how these improvements can elevate your CRM operations
Kanban View: Visualize Your Sales Pipeline
The Kanban view revolutionizes how you visualize your sales pipeline management. This feature allows you to view your leads and deals on a Kanban board, providing deep insights into your sales processes. In the Kanban view, you can: rearrange columns, move cards, update data, and take actions. This includes taking notes, calling leads, and adding tasks. This graphic simplifies complex data. It makes it easier to manage your sales activities.
Progressive Web App (PWA): CRM on the Go
The Progressive Web App (PWA) is a game-changer for professionals who need to manage their CRM on the move. With the PWA, you can fully access your CRM on the Mobile CRM app. It keeps you connected to your tasks, leads, and customers, wherever you are. Also, quick responses and anytime access mean you are never out of touch with your CRM needs, no matter where you are.
Customizable Layout Builder for Personalized Views
The new layout builders, including sidebar and quick entry layouts, provide users with the flexibility to design personalized views for their specific requirements. These tools allow Customizable CRM layouts by adding and positioning fields according to your preferences.
Centralized Settings Page for Easy Access
All important settings are now consolidated in a new modal view, offering easy access to all feature settings in Frappe CRM. Here, you can edit your profile and adjust integration settings without switching to the desk view. This centralized approach simplifies configuration. It puts all settings at your fingertips.
Quick Filters for Effortless Data Management
Managing CRM data becomes more intuitive with the introduction of quick filters. With CRM data management tools, you can enable common filters in your list view by selecting the “In Standard Filter” option for your fields. These fields will be static filters on your list view. They will provide quick access to filtered data, making data management easier.
Enhanced Group By View for Better Insights
The “Group By” view feature organizes data such as leads and deals by fields like organization, territory, and industry. This feature helps users spot trends and insights at a glance, making it easier to analyze and manage CRM data. With this organized view, you can gain a clearer understanding of your sales and customer interactions.
Miscellaneous Improvements
Beyond the major updates, Frappe CRM also includes several miscellaneous enhancements:
→Custom View Icons: Name each view and set an appropriate icon to easily identify them.
→Bulk Assign and Clear Assignments: Perform assignments and deletions in bulk, saving time and effort.
→Comments Tab: Keep track of multiple discussions in one place under the Comments tab.
→Liked by Feature: Bookmark records for easy filtering and revisiting later.
Future Developments in Frappe CRM
NestorBird continues to innovate with Frappe CRM updates 2024. We are working on new features. They include campaigns, dashboards, and an integration with NestorBird’s ERPNext. This is aligned with the Frappe CRM updates. These upgrades will better support your business and improve our CRM.
To know more about our CRM software, visit:NestorBird and Join our 1000+ happy clients.
Looking for the best ERP software for your manufacturing industry, contact sales@nestorbird.com or Call/SMS/Whatsapp at +91-9878990102 to book a free demo today!