Import a sample of leads and map the stages that turn an inquiry into a qualified deal. Assign ownership and follow-up responsibilities before expanding the database, and keep customer notes tied to the relevant record.
Evaluate the CRM with one complete sales cycle rather than a large speculative field schema. Frappe Cloud is optional hosting, while the application’s AGPL source can run elsewhere. Plan upgrades, permissions and backups consistently with any other Frappe applications in your organization.