Frappeverse 2026 AI CRM PresentationFrappe Silver Partner since 2016

ERPNext + AI
For Marketing and Sales.

It began with one everyday pain—writing content—and grew into an autonomous brain on Frappe running the whole journey, from first idea to closed deal.

Presented By

Mukesh Variyani

Director · FinByz Tech Pvt Ltd

View 5 Open-Source Repos

Agents Live

In production on finbyz.tech

100+

LLMs Supported

Gemini, Claude, GPT, DeepSeek

Vector Stores

Pinecone, Qdrant, Supabase, Chroma

200+

Implementations

ERPNext & AI projects since 2016

Open Source Ecosystem

5 Core Open-Source Repositories

All tools presented at Frappe Verse 2026 are 100% open-source and ready to install into your Frappe bench.

Core Engine

AI Brain for Frappe

FinByzAI

Central AI brain for Frappe & ERPNext. Connects 100+ LLMs, 4 vector databases, custom tools, and agent memory natively inside ERPNext.

Multi-Vector DB: Pinecone, Qdrant, Supabase, ChromaDB

Multi-LLM: Gemini 2.5, Claude 3.7, GPT-4o, DeepSeek

Native DocTypes for AI Agents, Tools & Structured Outputs

FrappePythonLangChainVector DBs

bench get-app https://github.com/finbyz/FinByzAI.git

View on GitHub

Outbound AI

Sales & Email Outreach

finbyzreach

Autonomous outbound prospecting engine. Researches every prospect individually and sends hyper-personalized emails with real-time engagement tracking.

Automated prospect research before drafting

Personalized 1-to-1 emails in your brand voice

Real-time tracking: Sent → Opened → Clicked → Replied

FrappeERPNext CRMAI Outreach

bench get-app https://github.com/finbyz/finbyzreach.git

View on GitHub

Document OCR

Intelligent Invoice Processing

DocVision

AI OCR and document extraction for ERPNext. Extracts supplier details, line items, and taxes from invoices to create Purchase Invoices automatically.

High-precision OCR from PDFs and scans

Direct validation against ERPNext Master records

Automated Purchase Invoice creation with 0 typing

FrappeVision AI / OCRAccounts

bench get-app https://github.com/finbyz/DocVision.git

View on GitHub

CRM Automation

Lead & Opportunity Intelligence

AI-CRM

Supercharges ERPNext CRM with AI lead enrichment, smart scoring, quote assistance, and an automated Follow-up Buddy that never forgets a deal.

Automated Lead Enrichment & Scoring

AI Quote Assistant with margin optimization

Follow-up Buddy ensuring zero dropped opportunities

ERPNext CRMAI ScoringAutomations

bench get-app https://github.com/finbyz/AI-CRM.git

View on GitHub

On-Page Chatbot

Conversational Lead Capture

chatforge

Embeddable AI chatbot widget powered by your Frappe knowledge base. Answers visitor queries 24/7 and creates CRM leads in ERPNext in real time.

Grounded on live Frappe knowledge base & docs

Instant ERPNext CRM Lead creation upon qualification

Lightweight floating widget for any website

TypeScriptFrappe APIRAG Chatbot

bench get-app https://github.com/finbyz/chatforge.git

View on GitHub

Agent Architecture

Knowledge, Tools, and Agents

Agent = Knowledge + Tools + LLM, with full access to ERPNext.

1. Knowledge

Searchable enterprise context

4 Vector Stores: Pinecone, Qdrant, Supabase, ChromaDB

Embeddings: Google Gemini, OpenAI

2. Tools

Actions an agent can take

URL Scraper

YouTube Transcripts

Image Gen

Email Sequences

Web Search

ERPNext CRUD

3. Multi-LLMs

Switch any model dynamically

Gemini 2.5, Claude 3.7, GPT-4o, DeepSeek, Perplexity

Native inside your Frappe bench with zero external cloud dependencies.

Unified Flywheel

One Continuous Cycle

From organic content discovery to closed deals inside ERPNext.

Phase 1: MarketingAttract & Publish

Idea Engine

RSS & YouTube feeds

Deep Research

Perplexity citations

Content Writing

Brand voice drafts

SEO & Meta

Auto tags & schema

Dynamic FAQs

On-page Q&A

On-Page Chat

ChatForge 24/7 AI

Visitor Becomes Qualified Lead (Direct ERPNext DocType)

Phase 2: SalesNurture & Close

Lead Captured

Synced to ERPNext CRM

1-to-1 Nurture

Hyper-personalized

Opportunity

Quote Assistant & margin

Follow-up Buddy

Smart deal reminders

Closed Deal

0 dropped deals

Live Production Impact

“Sent 8:31 AM, opened, clicked, and replied by 10:33 AM, the same morning.”

We run FinByz Tech's own operations on this engine. Individual prospect research turns cold outreach into real conversations.

Status

Not a Demo.

Live Production Engine

Presentation Resource

Download the 30-Slide Presentation Deck

Includes all architectural blueprints, benchmarks, and agent configurations from Frappe Verse 2026.

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