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Services · Frappe HR, CRM and Insights

Frappe HR, CRM and Insights

The rest of the Frappe stack on the same database as your accounts: Frappe HR for attendance, shifts, overtime, leave, payroll and appraisals with biometric sync; Frappe CRM for leads and deals that share customer masters with sales; Frappe Insights for dashboards on live data without an export.

Problems we are called in for

01Attendance comes from a biometric device, but overtime and shift rates are worked out by hand in a spreadsheet.
02Leads live in Google Sheets and approvals happen by email, so nobody can see who approved a proposal or when.
03Payroll arrears, tax projections and salary revisions are recalculated by hand every month.
04Management reports are built from last week's export.

How the work runs

The same six waypoints and three gates as every implementation.

  1. Survey · 2 weeks
  2. Chart · 2 to 4 weeks
  3. Build · 4 to 12 weeks by tier
  4. Rehearse · 3 to 5 weeks
  5. Cross over · 1 to 2 weeks, plus the parallel run
  6. Settle · 30 days
  7. Next leg · Optional add-on, as scoped
YOU SIGN ATBlueprint sign-offGo-live readiness reviewHandover sign-off
How we implement, waypoint by waypoint →

What is included

  • Frappe HRemployee records, shifts, attendance from biometric devices, overtime, leave, payroll and appraisals, on the same database as your accounts
  • Recruitment where the business needs itjob requisitions, interview rounds and offer letters
  • Frappe CRMleads, deals and proposals that share customer and item masters with sales and accounts
  • Approval workflowsWith an audit trail, set per role and per stage
  • Dashboards on live data in ERPNext and Frappe InsightsWithout an export

Proof

  • Sonotech Medical Centerpayroll for 500 to 600 staff, with shifts, overtime, day and night rates for contract staff and biometric attendance
  • NIDO Groupa multi-level job requisition workflow, dynamic interview rounds, a CTC calculation in the offer letter, an arrears tool, retention bonus scheduling and tax projection reports
  • Pepperfrylead to deal to proposal in one system, with multi-level Business Review Committee approvals and an audit trail
  • Touchstone FoundationHR for a mixed workforce of employees, devotees and contract staff, with biometric attendance
  • AdComp SystemsUS payroll with federal income tax, Social Security and Medicare, and W-2, W-3 and Form 941, for Texas cities

Technology

  • Frappe HR (HRMS)
  • Frappe CRM
  • Frappe Insights
  • Biometric attendance devices (ZKTeco)

FAQ

No. Frappe HR, Frappe CRM and Insights run on the same database as your accounts, so an employee, a customer or a deal is entered once.

Biometric devices that sync attendance, shifts and overtime. Sonotech Medical Center runs this for 500 to 600 staff.

Yes. Sonotech Medical Center pays contract staff with day and night rates and overtime, worked out from biometric attendance and timesheets rather than by hand.

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Tell us what you need.

An engineer reads it and replies within one working day with questions, not a brochure.