sales

crm: Manage Sales

Name: crm: Manage Sales
Author: frappe

Get a full CRM for your startup, built with Vue, for sales and customer management, with 2.8k+ GitHub stars.

intermediate⏱ 1-2 hours💵 Free + self-hosted

3,019 stars1,266 forksVueQuality 8/10Updated 7/27/2026100% free · open source

What it is

Use this skill to manage your sales and customers with a full CRM.

What you can make with it

Automations like: when a customer purchases a product, send a follow-up email and add a tag to your customer database.

How it helps

It can save you time by automating tasks, and provide a clear view of your sales and customer interactions.

Real use case example

"A founder, Jack, wants to automate email follow-ups after each customer purchase. He uses this CRM skill to set up an automation, connects his email service, and writes a script to send personalized emails. He saves time and improves customer experience."

If you're new

Beginners should start here because the full CRM covers the basics of sales and customer management.

If you're senior

Senior engineers and developers will find the open-source code and customizable platform useful.

Common confusion cleared up

This CRM skill has a steep learning curve due to its depth of features and customization options.

Best inside these AI tools

CursorCodex CLIContinue

Pairs with

Email services like MailchimpCustomer Databases like AirtableStripe webhooks

Why we list it on WorkflowStacks: This open-source CRM is best-in-class for startups, making it free to use and modify.

What it does

Frappe CRM is a fully featured, open source customer relationship management tool built with Vue for sales and customer management

Install / run

git clone https://github.com/frappe/crm.git && cd crm && yarn install

When to use it

•When you need a customizable CRM to manage sales pipelines and customer interactions
•When you want an open source alternative to proprietary CRM solutions
•When you need to integrate CRM functionality with other tools and systems using a flexible and extensible framework

Quick start

1Run 'yarn dev' to start the development server and access the CRM interface at http://localhost:3000
2Configure the CRM by editing the 'config.defaults.js' file to set up defaults for your organization
3Create a new user account by running 'bench --site all new-user' and following the prompts
4Import sample data by running 'bench --site all import-csv' to get started with demo data
5Customize the CRM by editing the 'app/src/components' directory to modify the user interface and workflow

Ready-to-paste prompt

Create a new contact record using the API by running 'curl -X POST -H "Content-Type: application/json" -d '{"name": "John Doe", "email": "johndoe@example.com"}' http://localhost:3000/api/resource/Contact'

Heads up: Make sure to install the required dependencies and setup the environment variables in the '.env' file before running the application, as the CRM requires a Node.js version of at least 14 and a compatible database setup

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