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Plan tiers

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Two pillars, one codebase

Pick the pillar that matches the work your team does day-to-day. Cross-pillar features (Drive, Helpdesk, BI) unlock as you scale.

CRM — sales-first

For teams whose job is winning deals. Lead, contact, deal, quotation, Sales Order. Standard CRM and Pro CRM also include light invoicing — great for service businesses, agencies, consultants.

✓ Pipeline + deal stages + SLA
✓ Quotation → Sales Order → Invoice
✓ Subscription billing (Pro)
✓ No warehouse / no purchasing / no MFG

From £9 / user / month

ERP — operational-first

For teams who move physical things: inventory, purchase orders, manufacturing, HR, fleet. Start ERP is the bridge tier (operations core, no HR/MFG/Quality yet); Standard ERP is the full SMB pack; Pro ERP removes the ceilings entirely.

✓ Inventory + Purchase Order + Supplier
✓ Manufacturing + BOM + Job Card (Std+)
✓ HR + Payroll + Attendance (Std+)
✓ Plant Floor MES + AI predictive (Pro)

From £39 / user / month

How to read the matrix

✅ Included

Full create/read/update/delete on this DocType, within the numerical limit shown next to it.

🔢 Quantified

Like 100/m (per month) or 5k (total). Soft cap with a clear upsell.

👁️ Read-only preview

Blank cell = list and form views work, but save / submit / amend / cancel is paused.

∞ Unlimited

No quota enforcement. Subject to fair-use and the platform rate limits documented for your plan.

Hover the icon next to any feature for an explanation pulled from the official Frappe / ERPNext documentation. Click a section header to expand or collapse it.

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All features CRM & Sales Inventory Accounting Manufacturing HR & Payroll Assets & Fleet Helpdesk Drive Integrations

Complete features list

Hover the icon for an explanation pulled from the official Frappe / ERPNext documentation. Click a section header to expand or collapse it.

Plan features	Free	Start CRM	Std CRM	Pro CRM	Start ERP	Std ERP	Pro ERP
1. CRM & Sales
Lead A lead is a potential customer who might be interested in your products or services.	50/mo	200/mo	1k/mo	Unlimited	Unlimited	Unlimited	Unlimited
Prospect Pre-qualification record that groups several related Leads under a target organisation.	—
Contact Contact represents a person.	200 total	1k total	5k total	Unlimited	Unlimited	Unlimited	Unlimited
Customer / Deal A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.	50 total	500 total	2k total	Unlimited	Unlimited	Unlimited	Unlimited
Customer Credit Limit Maximum receivable balance allowed per Customer; ERPNext blocks new Sales Orders / Invoices once exceeded.	—	—	—		—
Customer Group / Territory / Industry Type Customer Group is an aggregation of customers that are similar in some way.
Opportunity Opportunity is a qualified lead.	20/mo	100/mo	500/mo	Unlimited	Unlimited	Unlimited	Unlimited
Opportunity Type / Lost Reason Categorises why an Opportunity was lost (e.g. Price, Competitor, Timing) for win/loss analysis.	—
Quotation A quotation is an estimated cost of the products/services you're selling to your future/present customer.	5/mo	50/mo	200/mo	Unlimited	Unlimited	Unlimited	Unlimited
Quotation Lost Reason Categorises why a Quotation was lost; aggregates per Quotation in the lost-reason report.	—
Sales Order A Sales Order is a confirmation of an order from your customer.	—	—	—	Unlimited	50/mo	500/mo	Unlimited
Sales Person / Sales Team Internal salesperson or sales team in a hierarchy used for commission, target tracking and reports.	—	—
Sales Partner / Sales Partner Type External partner / channel reseller who introduces business; commissions are settled per Sales Partner Type.	—	—	—		—
Sales Stage Stage in the sales pipeline (e.g. Discovery, Proposal, Won) used to order Opportunities and Deals.	—
Market Segment Logical segmentation of the market (e.g. SMB, Enterprise) used to tag Customers, Leads and Opportunities.	—	—			—
Campaign A Campaign is a full-scale implementation of a sales strategy to promote aproduct or service.	—	—
Email Campaign An Email Campaign is a coordinated set of emails sent to leads or contacts according to a particular schedule.	—	—	5/mo	50/mo	50/mo	200/mo	Unlimited
UTM Campaign / Medium / Source UTM Campaign / Medium / Source captured from URL parameters so leads are attributed to marketing efforts.	—	—			—
Goal Departmental KPI / target tracked over a Goal Period (Quality module, Appraisal, Sales).	—	—	—
Reminder Personal alert popping up at a chosen time on any document in Frappe.
ToDo A personal task assigned to a user; appears in the user's ToDo list and reminder feed across the system.
CRM Note / FCRM Note Free-form note attached to a Lead / Deal / Contact in Frappe CRM.
CRM Call Log In Frappe Framework, you can manage ajax calls via frappe.call. docs
CRM Task (FCRM) Lightweight task on a Deal / Lead in the Vue Frappe CRM (separate from project Tasks).
CRM Form Script Custom JavaScript injected into a Frappe CRM form to add validation, automation or UI tweaks.	—	—			—
Appointment / Appointment Booking An appointment is a prearranged meeting between a Lead and an Employee of your Company.	—
Contract / Contract Template Stores a customer or supplier contract with effective dates, fulfilment status and Contract Templates.	—	—
Service Level Agreement Defines response and resolution time targets for support requests with custom priorities and holidays.	—	—	—		—
Deal value (annual GBP)	50k	200k	1M	5M	5M	20M	∞
2. Point of Sale (POS)
POS Profile POS includes advanced features to cater to different functionality, such as inventory management, financials, warehousing, etc., all built into the POS software.	—	—	—	—	1 total	5 total	Unlimited
POS Profile User Authorises a System User to operate a specific POS Profile (cashier assignment).	—	—	—	—
POS Opening Entry Opens a POS shift by recording opening cash balance per Mode of Payment.	—	—	—	—	100/mo	1k/mo	Unlimited
POS Closing Entry Closes a POS shift, reconciles cash and consolidates the day's POS Invoices.	—	—	—	—	100/mo	1k/mo	Unlimited
POS Invoice Sales Invoice variant created from the Point of Sale screen; auto-merged into a regular Sales Invoice on closing.	—	—	—	—	500/mo	5k/mo	Unlimited
POS Invoice Merge Log Audit log of POS Invoices merged into a single Sales Invoice during shift close.	—	—	—	—
POS Settings / POS Field / POS Search Fields Global POS configuration: barcode rules, receipts, allowed payment modes, search fields.	—	—	—	—
POS Payment Method Allowed payment methods per POS Profile and the GL account each one posts to.	—	—	—	—
POS Item Group / POS Customer Group (overrides) An Item Group is a way to classify items based on types.	—	—	—	—
Cashier Closing Cashier-level end-of-shift sheet recording sales totals and till handover.	—	—	—	—	—
Mode of Payment / Payment Gateway Account In the sales and purchase transactions, there are various options to settle the payment.	—	—
3. Warehouse & Purchasing
Item An Item is a product or a service offered by your company.	—	—	—	500 total	500 total	5k total	Unlimited
Item Group / Brand An Item Group is a way to classify items based on types.	—	—	—
Item Variant / Item Variant Settings / Item Attribute An Item Variant is a version of an Item with different attributes like sizes or colors.	—	—	—		—
Item Alternative An Item Alternative is an Item similar to the original one and can be used instead of the original Item in manufacturing.	—	—	—	—	—
Item Manufacturer / Manufacturer A manufacturer created or produces an Item. docs	—	—	—	—	—
Item Price / Pricing Rule Item Price is the record in which you can log the selling and buying rate of an item.	—	—	—
Promotional Scheme Introduced in version 12 A Promotional Scheme is a temporary discount on one or more products.	—	—	—		—
Product Bundle A Product Bundle is a master where you can list existing items which are bundled together and sold as a set (or bundle).	—	—	—		—
Customs Tariff Number HS / commodity code on an Item used for customs declarations and shipping documents.	—	—	—	—	—
Material Request Internal request to procure or transfer items; precursor of Purchase Order or Stock Entry.	—	—	—	—
Warehouse A warehouse is a commercial building for the storage of goods.	—	—	—	1 location	5 locations	50 locations	Unlimited
Warehouse Type Classification of warehouses (e.g. Stores, Transit, WIP) used for reporting and rules.	—	—	—
Putaway Rule Warehouse Assignment Strategy that decides where incoming stock should be placed.	—	—	—	—	—	—
Inventory Dimension Custom dimension (e.g. Lot, Project, Floor) added to every stock entry without changing the schema.	—	—	—	—	—	—
Stock Closing Entry / Closing Balance Snapshot of stock balances at a given date used to lock the period and accelerate reports.	—	—	—	—	—
Stock Reservation Entry Introduced in Version 15 Stock reservation, also known as inventory reservation, refers to the… docs	—	—	—	—	—
Delivery Note A Delivery Note is made when a shipment is shipped from the company’s Warehouse to the customer.	—	—	—	100/mo	100/mo	1k/mo	Unlimited
Pick List A Pick List is a document that indicates which items should be taken from your inventory to fulfill orders.	—	—	—
Packing Slip List of items packed into a parcel against a Delivery Note.	—	—	—
Stock Reconciliation Stock Reconciliation is the process of counting and evaluating material/products, periodically at the year-end.	—	—	—
Quality Inspection Records inspection of incoming or outgoing items against pre-defined quality criteria.	—	—	—	—
Quality Inspection Template Reusable template of inspection criteria applied to a Quality Inspection.	—	—	—	—	—
Batch / Serial No / Serial and Batch Bundle Allow Negative Stock has removed for Serial / Batch Items from version 15.	—	—	—
Purchase Order A Purchase Order is a binding contract with your Supplier that you promise to buy a set of items under given conditions.	—	—	—	50/mo	50/mo	500/mo	Unlimited
Blanket Order Long-term umbrella order with a customer or supplier from which individual SO / PO are released.	—	—	—	—	—
Purchase Receipt Documents goods received into a Warehouse against a Purchase Order; updates stock and accruals.	—	—	—
RFQ / Supplier Quotation A Request for Quotation is a document that an organization sends to one or more suppliers asking a quotation for items.	—	—	—	—
Supplier Suppliers are companies or individuals who provide you with products or services.	—	—	—	100 total	100 total	1k total	Unlimited
Supplier Group Supplier Group is an aggregation of suppliers that are similar in some way.	—	—	—
Supplier Scorecard / Period / Standing / Variable Periodic Supplier evaluation across criteria (delivery, quality) producing a Standing rating.	—	—	—	—	—	—
Stock Entry Internal stock movement: receipt, transfer, issue, repack or material consumption.	—	—	—
Landed Cost Voucher Distributes additional charges (freight, duty, insurance) over received items to update valuation.	—	—	—	—	—
Shipment / Shipment Parcel A Shipment is a document that keeps track of real-world Shipments created against a Delivery Note or independently.	—	—	—	100/mo	—	100/mo	Unlimited
Subcontracting (Order / Receipt / BOM / Inward Order) In Subcontracting Inward, a customer employs you to carry out tasks for their organization, especially manufacturing. docs	—	—	—	—	—
Loyalty Program / Loyalty Point Entry / Coupon Code Reward customers with loyalty points on Sales Invoices; points redeemable on future purchases.	—	—	—		—
Repost Item Valuation Recalculates stock valuation after a backdated change to keep the inventory ledger consistent.	—	—	—	—	—	—
Stock Settings / Stock Reposting Settings Global stock defaults: valuation method, item naming, default warehouse, allow zero valuation.	—	—	—
Buying Settings / Selling Settings Global buying defaults: supplier naming, purchase order tolerances, blanket order rules.	—	—	—
Auto Repeat (recurring PO/SO/SI) Recurrence rule that automatically clones Sales Orders / Purchase Orders / Invoices on a schedule.	—	—	5 total	50 total	—	50 total	Unlimited
4. Fleet & Logistics
Vehicle A vehicle in the Fleet module: stores registration, capacity and links Vehicle Logs.	—	—	—	—	—	10 total	Unlimited
Vehicle Log / Vehicle Service Log entry of fuel, mileage, service or repair against a Vehicle.	—	—	—	—	—
Driver / Driving License Category Person who drives a company vehicle, with licence categories and assigned trips.	—	—	—	—	—	20 total	Unlimited
Identification Document Type Type of identity document (Passport, ID Card) referenced from Employee / Driver records.	—	—	—	—	—
Delivery Trip / Delivery Stop Plans a single driver / vehicle delivery route with multiple Delivery Stops.	—	—	—	—	—	100/mo	Unlimited
Delivery Settings Global delivery defaults: trip planning, packing, signature requirements.	—	—	—	—	—
5. Finance & Accounting
Sales Invoice A Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment.	—	—	—	50/mo	50/mo	500/mo	5k/mo
Purchase Invoice A Purchase Invoice is a bill you receive from your Suppliers against which you need to make the payment.	—	—	—	50/mo	50/mo	500/mo	5k/mo
Payment Entry A Payment Entry is a record indicating that payment has been made for an invoice.	—	—	—
Payment Request A Payment Request is used to request payment from a Customer for a Sales Order or Invoice.	—	—	—
Payment Order Bundles multiple Payment Entries into a single bank file for batched outgoing payments.	—	—	—	—	—
Payment Schedule / Payment Terms Template Re-usable payment schedule (e.g. 30 / 60 / 90 days) attached to Sales / Purchase transactions.	—	—	—
Journal Entry A Journal Entry is an entry made in the general ledger and it indicates the affected accounts.	—	—	—
Journal Entry Template Reusable Journal Entry preset that pre-fills account, party and amount columns.	—	—	—
Credit / Debit Note Issues a credit (or debit) against a previously submitted invoice for returns or corrections.	—	—	—
Bank (Bank / Bank Account / Bank Account Type / Subtype) Doing this lets you record all the bank transactions correctly for accounting accuracy.	—	—	—
Bank Reconciliation Tool / Bank Clearance Tool that matches Bank Transactions against Payment Entries / Journal Entries to clear the bank ledger.	—	—	—
Bank Statement Import Upload your bank CSV / OFX / XML to import transactions ready for reconciliation.	—	—	—
Bank Transaction / Bank Transaction Mapping Single line on a bank statement (deposit or withdrawal) imported and waiting to be reconciled.	—	—	—
Bank Guarantee Document that records a financial guarantee issued or received from a Bank.	—	—	—	—	—
Cost Center Reporting unit for income and expenses (department, branch, project).	—	—	—	5 total	5 total	50 total	Unlimited
Cost Center Allocation Splits booking of a single transaction across multiple Cost Centers by % or amount.	—	—	—	—	—
Budget / Budget Account Per-period spending cap on a Cost Center / Account that triggers warnings or blocks.	—	—	—		—
Subscription / Subscription Plan / Subscription Settings (recurring billing) Recurring billing engine that periodically generates invoices from a Subscription Plan.	—	—	—		—
Auto Repeat (Sales Invoice / Purchase Invoice / Journal Entry) Recurrence rule that auto-generates Sales / Purchase Invoices or Journal Entries on a schedule.	—	—	5 total	50 total	—	50 total	Unlimited
Dunning / Dunning Type Reminder letter / charge generated for overdue receivables, configurable per Dunning Type.	—	—	—	—	—
Period Closing / Accounting Period Closes an accounting period and posts the year-end profit / loss to retained earnings.	—	—	—
Closed Document / Account Closing Balance Audit record of submitted documents that were closed before the accounting period was sealed.	—	—	—
Finance Book (multi-book accounting) Parallel set of accounting books used for IFRS / local GAAP or branch-level reporting.	—	—	—	—	—
Currency Exchange / Currency Exchange Settings Stores daily exchange rates between currencies for revaluation and conversions.	—	—	—
Exchange Rate Revaluation Restates outstanding receivables / payables / bank balances at the period-end exchange rate.	—	—	—	—	—
Tax Withholding (TDS) Category / Account / Group / Rate / Entry Configures Tax Deducted at Source (TDS) brackets, accounts, and per-fiscal-year rates.	—	—	—	—	—
Tax Rule / Tax Category / Item Tax Template Auto-applies a Tax Category based on Customer / Supplier / Address attributes.	—	—	—
Sales/Purchase Taxes and Charges Template Reusable list of taxes and charges applied to Sales / Purchase Invoices and Quotations.	—	—	—
Shipping Rule / Shipping Rule Country Calculates shipping charge on a transaction based on country, weight or order value.	—	—	—	—	—
Process Statement Of Accounts Bulk-generates customer / supplier statements of accounts and emails them on a schedule.	—	—	—	—	—
Process Payment Reconciliation Bulk payment-reconciliation utility — matches payments to outstanding invoices.	—	—	—	—	—
Process Deferred Accounting Recognises deferred revenue / expense in periodic chunks across the relevant accounting period.	—	—	—	—	—
Repost Accounting Ledger / Repost Payment Ledger Recalculates stock and accounting ledger entries after backdated changes.	—	—	—	—	—	—
Bisect Accounting Statements Tooling that finds the day where balance sheet went out of balance.	—	—	—	—	—	—
Ledger Health Monitor / Ledger Health Daily check that GL ledger entries reconcile across modules; flags drift.	—	—	—	—	—	—
Invoice Discounting Sells unpaid Sales Invoices to a financier in exchange for early payment.	—	—	—	—	—	—
Share Balance / Share Type / Share Transfer / Shareholder Shareholder register: tracks Share Types, Transfers, balances and dividends.	—	—	—	—	—	—
Cheque Print Template Defines bank-cheque layout for printing cheques against Payment Entries.	—	—	—
Regional VAT (UAE / South Africa / Lower Deduction Certificate) Country-specific tax forms and VAT compliance documents (UAE, South Africa, India).	—	—	—	—	—
6. Manufacturing
Work Order A Work Order is a document given to the manufacturing shop floor by the Production Planner as a signal to manufacture a certain quantity of a certain Item.	—	—	—	—	—	50/mo	Unlimited
BOM Bill of Materials: list of Items, quantities and operations needed to produce a finished good.	—	—	—	—	—
BOM Creator (guided builder) Guided wizard for assembling a Bill of Materials with sub-assemblies and routing.	—	—	—	—	—
BOM Update Tool / BOM Update Log Bulk replaces a sub-assembly across many BOMs and re-rates standing Work Orders.	—	—	—	—	—
Job Card Records actual time and quantities for a single Operation of a Work Order at a Workstation.	—	—	—	—	—
Job Card Time Log Per-employee time entry that contributes to a Job Card's actual operation time.	—	—	—	—	—
Production Plan the Sales Order / Work Order / Material Request (with the request type as Manufactured) data. docs	—	—	—	—	—
Operation / Sub Operation / Routing Defines the sequence of Operations / Sub Operations and Workstations to manufacture an Item.	—	—	—	—	—
Workstation / Workstation Type Physical or virtual location where Operations are performed; carries hourly rate and capacity.	—	—	—	—	—
Plant Floor (visual MES) Visual MES dashboard showing live status of Workstations, Job Cards and BOMs on the shop floor.	—	—	—	—	—	—
Master Production Schedule (MPS) Long-horizon production plan that drives Material Requirements Planning (MRP).	—	—	—	—	—	—
Sales Forecast Demand forecast used as input to Production Plan / replenishment.	—	—	—	—	—	—
Downtime Entry Logs Workstation downtime with reason codes for OEE and capacity reporting.	—	—	—	—	—
Manufacturing Settings Global manufacturing defaults: backflush method, allow over-production, default WIP warehouse.	—	—	—	—	—
7. Quality Management
Quality Procedure / Procedure Process Standard Operating Procedure (SOP) used as a reference to carry out routine actions.	—	—	—	—	—
Quality Goal / Goal Objective Quality Goal with multiple measurable objectives (KPIs) and target due dates.	—	—	—	—	—
Quality Review / Review Objective Periodic check whether the Objectives of a Quality Goal have been achieved.	—	—	—	—	—
Quality Action / Action Resolution Corrective or preventive action triggered by a Quality Review or Non Conformance.	—	—	—	—	—
Quality Feedback / Feedback Template Captures customer or stakeholder feedback against a reusable Feedback Template.	—	—	—	—	—
Quality Meeting / Meeting Agenda / Minutes Scheduled quality review meeting with Agenda items and Minutes.	—	—	—	—	—
Non Conformance Records a deviation from a procedure or specification with linked Quality Actions.	—	—	—	—	—	—
8. Asset Management
Asset An Asset is any valuable item owned by a company that is used in operations and has a useful life spanning multiple years.	—	—	—	—	—	50 total	Unlimited
Asset Category / Asset Finance Book Asset Category classifies different assets of a company and sets default accounting and depreciation rules for them.	—	—	—	—	—
Asset Capitalization Combines stock items or existing Assets into a new composite Asset and capitalises related costs.	—	—	—	—	—
Asset Maintenance / Maintenance Team / Task / Log Schedules preventive maintenance tasks on an Asset assigned to a Maintenance Team.	—	—	—	—	—
Asset Repair / Repair Purchase Invoice Logs an Asset repair event with downtime and links the related Purchase Invoice.	—	—	—	—	—
Asset Movement Transfers an Asset between Locations or Employees; tracks custodian history.	—	—	—	—	—
Asset Value Adjustment Manual revaluation entry that increases or decreases an Asset's book value.	—	—	—	—	—	—
Asset Shift Allocation / Shift Factor Records shifts an Asset operates so depreciation can scale with usage (Asset Shift Factor).	—	—	—	—	—	—
Location Geographic / physical location used for Assets, Trips and Employees (e.g. Warehouse Site).	—	—	—	—	—	10 total	Unlimited
Asset Activity / Asset Depreciation Schedule (auto) Auto-generated row-by-row depreciation plan over an Asset's useful life.	—	—	—	—	—
9. Projects
Project Container for Tasks, Timesheets and costs; tracks budget, progress and billing.	—	—	—	5 active	10 active	50 active	Unlimited
Task (Projects) Unit of work in a Project with assignees, dependencies and status.	—	—	—
Task Type Categorises Tasks (e.g. Bug, Feature, Maintenance) for reporting and templating.	—	—	—
Task Depends On / Dependent Task Defines that a task can only start after another task is finished.	—	—	—
Project Update Periodic status update on a Project (% progress, blockers, summary).	—	—	—		—
Timesheet Use Case:An employee's overtime is recorded using timesheets, and the employee… docs	—	—	—
Project Type / Project Template Pre-built Project + Tasks structure for repeatable client engagements.	—	—	—
Activity Type / Activity Cost Type of activity logged on a Timesheet (e.g. Development, Consulting, Travel).	—	—	—
Projects Settings Global Projects defaults: timesheet rules, billing rates, naming series.	—	—	—
10. HR & Payroll
Employee An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee.	—	—	—	—	—	20 total	Unlimited
Employee Group / Department / Designation / Branch A Department is a specialized functional area or a division within an organization.	—	—	—	—	—
Employee Grade / Department Approver Pay grade or rank of an Employee with optional Department Approver hierarchy.	—	—	—	—	—
Holiday / Holiday List / Holiday List Assignment / Earned Leave Schedule Holiday List is a list which contains the dates of holidays.	—	—	—	—	—
Attendance / Attendance Request / Employee Checkin Attendance is a record stating whether an Employee has been present on a particular day or not.	—	—	—	—	—
Salary Slip / Payroll Entry / Payroll Period Bulk-runs Salary Slips for selected Employees over a Payroll Period.	—	—	—	—	—
Salary Structure / Component / Component Account Salary Structure is the details of the salary being offered to an Employee, in terms of the breakup of the different components constituting the compensation.	—	—	—	—	—
Salary Structure Assignment / Bulk Assignment Salary Structure Assignment form allows you to assign a particular Salary Structure to the employee.	—	—	—	—	—
Salary Withholding / Withholding Cycle Holds part of an Employee's salary for a defined withholding cycle (e.g. court order).	—	—	—	—	—
Salary Slip Loan / Salary Slip Timesheet / Salary Detail Salary Slip details: per-component values plus loan repayments and timesheet hours.	—	—	—	—	—
Income Tax Slab / Taxable Salary Slab Income Tax Slab is a document to define income tax rates based on different taxable income slab.	—	—	—	—	—
Gratuity / Gratuity Rule End-of-service gratuity payment computed via a Gratuity Rule when an Employee leaves.	—	—	—	—	—
Retention Bonus / Additional Salary Retention bonus is a payment or reward outside of an employee's regular salary that is offered as an incentive to keep a key employee on the job.	—	—	—	—	—
Employee Tax Exemption (Declaration / Proof / Category) Introduced in version 13 An 80G certification is the one that is granted to… docs	—	—	—	—	—
Employee Benefit Application / Claim Flexible benefitplans allow employees to avail thebenefitsthey want or need… docs	—	—	—	—	—
Leave Application / Allocation / Type / Policy / Period Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period.	—	—	—	—	—
Compensatory Leave Request / Leave Encashment Compensatory Leave Request and Leave Encashment for accrued leave balances.	—	—	—	—	—
Leave Block List / Block List Date Leave Block List is a list of dates in a year, on which employees cannot apply for leave.	—	—	—	—	—
Expense Claim / Expense Claim Advance Employee out-of-pocket expense reimbursement workflow.	—	—	—	—	—
Job Opening / Applicant / Offer / Interview Job Opening → Applicant → Interview → Offer pipeline.	—	—	—	—	—
Job Opening Template / Job Applicant Source / Job Offer Term Templates / sources / offer terms used by the recruiting flow.	—	—	—	—	—
Job Requisition Internal request to open a new role; precursor to a Job Opening.	—	—	—	—	—	—
Staffing Plan Staffing Plan helps you to plan manpower requirements for your Company.	—	—	—	—	—	—
Interviewer / Interview Type / Round / Detail / Skill Assessment Interviewer pool, Interview Type, Round and Skill Assessment configuration.	—	—	—	—	—
Employee Onboarding / Separation Checklist-based Employee Onboarding / Separation activity tracker.	—	—	—	—	—
Employee Onboarding Template / Separation Template / Boarding Activity Reusable onboarding / separation template with Boarding Activities.	—	—	—	—	—
Appointment Letter / Appointment Letter Template Generates an Appointment Letter PDF from a template for a new Employee.	—	—	—	—	—
Employee Promotion / Transfer / Property History Promotion or career advancement is a process through which an Employee of a company is given a higher share of duties, a higher pay-scale or both.	—	—	—	—	—
Employee Performance Feedback / Feedback Rating / Criteria Employee Performance Feedback with rating criteria and reviewer comments.	—	—	—	—	—	—
Training Event / Training Program / Training Feedback / Training Result Training Event allows you to schedule seminars, workshops, conferences, etc.	—	—	—	—	—
Skill / Employee Skill / Skill Map / Designation Skill Employee Skill Map is a record which helps your organization track your Employee's skill sets and trainings. docs	—	—	—	—	—
Appraisal / Appraisal Cycle / KRA / Appraisal Goal / Appraisal Template Appraisal Cycle, KRA and per-Employee Appraisal Goal evaluation.	—	—	—	—	—
Shift Type / Shift Assignment / Shift Schedule / Shift Request / Location Asset Shift Allocation is a transaction that allows you to modify the shifts of an asset… docs	—	—	—	—	—
Travel Request / Travel Itinerary / Purpose of Travel / Travel Costing Employee travel request with Itinerary and Travel Costing.	—	—	—	—	—
Daily Work Summary / Work Summary Group In order to facilitate daily reporting of employees, you can configure Frappe HR to request employees to send their work summaries through email. docs	—	—	—	—	—
Exit Interview / Employee Grievance / Grievance Type / Employee Referral Exit Interview, Employee Grievance and Referral records.	—	—	—	—	—
Full and Final Statement / Asset / Outstanding Full and Final Settlement statement at separation (assets returned, dues, payouts).	—	—	—	—	—
Overtime Slip / Overtime Type / Salary Component / Details Records overtime worked by an Employee and feeds the corresponding Salary Component. docs	—	—	—	—	—
Employee Health Insurance Employee Health Insurance is a benefit extended by the company to their employees.	—	—	—	—	—	—
Employee Skill Map / Designation Skill / Skill Employee Skill Map is a record which helps your organization track your Employee's skill sets and trainings. docs	—	—	—	—	—
PWA Notification (HR mobile push) Push notification delivered to the Frappe HR Progressive Web App on mobile.	—	—	—	—	—
HR Settings / Payroll Settings HR Settings allow global settings for HR-related documents.	—	—	—	—	—
11. Helpdesk & Maintenance
HD Ticket / Issue Customer-facing support request; central document of the Helpdesk module.	—	—	—	200/mo	—	200/mo	2k/mo
HD Ticket Template / Template Field Pre-filled Ticket Template (subject, fields, default values) for common request types.	—	—	—		—
HD Ticket Status / Type / Priority Customizable status / type / priority taxonomy for Helpdesk Tickets.	—	—	—		—
HD Article (Knowledge Base) / Article Category / Feedback Knowledge base article published on the customer support portal.	—	—	—		—
HD Service Level Agreement / Service Day / Service Holiday List / Holiday A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider.	—	—	—		—
HD Service Level Priority / Escalation Rule Service-level priority and escalation rules that bump owners when an SLA breaches.	—	—	—		—
HD Agent / Team / Customer / Organization Helpdesk Agent / Team / Customer / Organization records; defines who can see what.	—	—	—		—
HD Notification / Action / View / Email Feedback You can configure various notifications in your system to remind you of important activities.	—	—	—		—
HD Saved Reply / Saved Reply Team Reusable canned response that an Agent can insert into a reply.	—	—	—		—
HD Field Layout / Form Script Custom form layout / Form Script applied to a Helpdesk Ticket.	—	—	—		—
HD Synonym / Stopword (knowledge search) Search-time synonym dictionary so the Knowledge Base finds related articles. docs	—	—	—		—
HD Settings Global Helpdesk defaults: SLA, agents, ticket numbering, customer portal options.	—	—	—		—
Issue Type / Issue Priority / Service Level Priority Issue Type is useful for tagging and classifying Issues.	—	—	—		—
Warranty Claim A Warranty Claim is when a Customer claims free repairs within the Warranty Period of the item/service you're providing.	—	—	—	—	—
Maintenance Visit / Schedule / Visit Purpose A Maintenance Visit is a visit made by an engineer to a Customer’s premise for maintenance work of an Item.	—	—	—	—	—
Installation Note An Installation Note can be created when a product/item is being installed or set up at the Customer's place.	—	—	—	—	—
12. Communication & Marketing
Email Account You can sync your email account with ERPNext to send and receive emails from ERPNext.	1	1	3	10	3	10	Unlimited
Email Domain Maximum number of custom Email Domains that can be configured (one per Email Account host).	1	1	1	3	1	3	Unlimited
IMAP Folder / Email Rule Maps an IMAP mailbox folder to a target DocType so incoming emails create Tickets / Issues.	—
Email Template Every email sent is different but certain emails can be standardized, usually known as Email Template or Standard Reply.	—
Email Group / Email Group Member (newsletter list) List of recipients (Email Group Members) used as the audience of an Email Campaign / Newsletter.	—	—	5 total	50 total	—	50 total	Unlimited
Email Unsubscribe (auto, GDPR) Records unsubscribe events so future Email Campaigns and digests honour the opt-out.
Email Digest / Digest Recipient Email Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Email Inbox.	—	—			—
Auto Email Report (recurring) Auto Email Reports automatically sends reports for the selected document.	—	—	—		—
Notifications (alert rules) Maximum number of Notification (alert rule) records.	—	—	—		—	—
Notification Settings / Subscribed Document Per-user notification preferences and Subscribed Document list.
Push Notification Settings Browser / mobile push notification settings (VAPID keys, recipients).	—	—	—		—
Communication Medium / Medium Timeslot A communication channel (email, phone, chat) with timeslots when an agent is reachable.	—	—			—
Document Follow Introduced in v12 Document Follow is a feature that allows users to track changes in documents via email notifications.
Telephony (Twilio / Exotel / TP / CRM Telephony / Voice Call Settings / Phones Rescue) VoIP / softphone integration (Twilio, Exotel, Phones Rescue) for click-to-call and call logging.	—	—	—		—	—
SMS Center / SMS Settings / SMS Log / SMS Parameter You can subscribe to an SMS provider to send SMS to mobile numbers.	—	—	—		—
13. Integrations & Marketplace
WooCommerce (Server / Setup / Order Status / Tax Account) WooCommerce integration: synchronises customers, products and orders between WooCommerce and ERPNext.	—	—	—	—	—
Shopify (Setting / Webhooks / Tax / Mapping / Warehouse Mapping) Shopify integration: synchronises orders, inventory, refunds and webhooks with Shopify.	—	—	—	—	—
Unicommerce (Settings / Channel / Warehouses / Manifest / Shipping) Unicommerce integration: synchronises orders, inventory, manifests and shipping with Unicommerce. docs	—	—	—	—	—	—
Amazon SP API Settings / Amazon Fields Map Amazon Seller Central / SP-API integration: pulls orders and pushes inventory updates.	—	—	—	—	—	—
Zenoti (Settings / Center / Category / Error Logs) Zenoti integration: pushes appointments and customers between Zenoti and ERPNext. docs	—	—	—	—	—	—
EDI (Common Code / Code List) Electronic Data Interchange (EDI) tables: exchange purchase orders / invoices in EDIFACT / X12 format.	—	—	—	—	—	—
Lead Sync (Facebook Page / Lead Form / Question / Source) Auto-creates a Lead in CRM whenever a Facebook Lead Form is submitted.	—	—			—
Webhook (outgoing) / Webhook Header / Webhook Data / Webhook Request Log Webhooks are "user-defined HTTP callbacks".	—	—	5 total	20 total	—	20 total	Unlimited
Connected App / OAuth Client / Token Cache Stores reusable OAuth-based connections to external apps (Google, Microsoft, Slack, etc.). docs	—	—	—		—
OAuth Provider Settings / OAuth Provider / OAuth Authorization Code / Bearer Token Lets your Frappe site act as an OAuth 2.0 provider for third-party apps. docs	—	—	—	—	—	—
OAuth Settings / OAuth Scope / OAuth Client Role Stores OAuth 2.0 client credentials, scopes and roles for connecting external services. docs	—	—	—		—
Social Login Key / Social Link Settings Add social login providers like Facebook, Frappe, Github, Google, Microsoft, etc and enable social login. docs	—	—
LDAP Settings / LDAP Group Mapping LDAP / Active Directory integration: synchronises users and groups for SSO. docs	—	—	—	—	—	—
Google Calendar / Google Contacts / Google Settings Google Calendar / Contacts / Settings integration with the Frappe site account.	—	—
Slack Webhook URL Slack incoming webhook used to post system notifications to a Slack channel.	—	—	—		—
Geolocation Settings Configures the geolocation field provider (Google Maps / OpenStreetMap) for map-style fields. docs	—	—	—		—
Network Printer Settings Configures network printers (CUPS / IPP) so print formats can be sent directly to a local printer. docs	—	—	—		—
Companies House API SolutionsERP integration with the UK Companies House API: enriches CRM with company filings.	—	—	—	50/mo	—	—	500/mo
SolutionsInc Route Planner SolutionsInc Route Planner: optimises delivery routes across multiple stops.	—	—	—		—	—
Solutions Automation (runs) Solutions Automation: in-house low-code automation runner triggered by record events.	—	—	5/mo	20/mo	—	10/mo	100/mo
Phones Rescue (Manager / Listener / Permissions / Settings / Call Recording) Phones Rescue integration: call queue management, agent assignments, recordings.	—	—	—		—	—
Integration Request / Query Parameters Stores raw request / response payload of an outgoing integration call for debugging.
Drive Desktop Client / Drive Notification / Drive Disk Settings Drive Desktop Client: syncs Frappe Drive folders to a local computer (like Dropbox).	—	—	—		—
14. Payment Gateways
Stripe Stripe Settings: connects a Stripe account so customers can pay invoices via Stripe Checkout.	—	—
PayPal PayPal Settings: enables PayPal as a payment method on Payment Requests / invoices.	—	—
Razorpay Razorpay is a popular payments solution in India which allows businesses to accept, process and… docs	—	—	—		—
GoCardless / GoCardless Mandate GoCardless Settings + Mandate: enables direct-debit collection in EUR / GBP.	—	—	—		—
Plaid Plaid Settings: pulls Bank Transactions automatically into Bank Reconciliation.	—	—	—	—	—
Paytm Paytm Settings: enables Paytm as a payment method.	—	—	—	—	—
Braintree Braintree Settings: enables Braintree (PayPal) as a payment method.	—	—	—	—	—
Mpesa Mpesa Settings: enables M-Pesa mobile money payments.	—	—	—	—	—
Paymob Paymob Settings: enables Paymob payment gateway (MENA).	—	—	—	—	—
Payment Gateway / Payment Gateway Account Generic Payment Gateway record + Payment Gateway Account that exposes a gateway to invoices. docs	—	—
Mode of Payment / Mode of Payment Account Mode of Payment (Cash, Card, Bank Transfer) used on Payment Entries and POS Invoices.	—	—
15. Drive (file storage & sharing)
Drive File / Drive Folder / Drive Document Drive File / Folder / Document: file-storage objects in the Frappe Drive workspace. docs
Drive Team / Drive Team Member Drive Team groups members with shared root folder, quotas and permissions.	—	—	1	5	1	5	Unlimited
Drive Permission / Drive Settings Per-Drive-File or Folder share permission (read / comment / edit / owner). docs	—	—
Drive User Invitation Email invitation that gives an external user access to a Drive Team or folder.	—	—
Drive Document Version / Drive Doc Version Snapshot of a Drive File preserved every time it is modified, enabling roll-back. docs	—	—	—		—
Drive Comment / Drive Favourite / Drive Tag / Drive Entity Tag In-line comment, favourite or tag attached to a Drive entity. docs	—	—
Drive Desktop Client (sync) Drive Desktop Client: keeps selected Drive folders synchronised with a local computer.	—	—	—		—
Drive Notification / Drive Disk Settings Drive notification settings: who is alerted on shares, comments, version changes.	—	—	—		—
Drive Entity Activity Log / Entity Log (audit) Audit log of every action performed on a Drive entity (open, download, share, edit).	—	—	—		—
16. Advanced System Functions
Wiki Frappe Wiki: editable knowledge base with versioning, change requests and sidebars.	—	—	—	5 pages	—	50 pages	Unlimited
Wiki Settings / Wiki Sidebar / Wiki Space / Wiki Group Item Configures Wiki spaces, sidebars, group items and global Wiki preferences.	—	—	—		—
Wiki Change Request / Revision / Patch / Merge Conflict Drafted edit to a Wiki page that needs review / merge before it is published.	—	—	—		—
Builder (Pages / Forms) Frappe Builder: no-code page / form builder that publishes to the website.	—	—	—	3 items	—	—	Unlimited
Builder Component / Variable / Settings / Client Script Reusable Builder Component / Variable / Settings used by the no-code Page Builder. docs	—	—	—		—	—
Insights (BI) Frappe Insights: BI tool for SQL-based reports, charts and dashboards.	—	—	—		—
Insights Workbook / Query / Chart / Dashboard / Notebook / Alert Insights Workbook bundles SQL Queries, Charts, Dashboards, Notebooks and Alerts.	—	—	—		—
Insights Team / Team Member / Resource Permission / User Invitation Insights Team groups users with shared workbooks, resource permissions and invitations.	—	—	—		—
Print Designer Drag-and-drop visual designer for Print Format layouts (alternative to HTML/Jinja). docs	—	—	—		—	—
Print Format / Letter Head (custom) Maximum number of custom Print Formats and Letter Heads.	—	—			—
Print Style 'Print Style' helps you define custom CSS styles which can be applied to Print Formats.	—	—	—		—
Print Settings Global print defaults: paper size, margins, default Print Format per DocType.
Custom Field / Customize Form / Customize Form Field Adds a new field to any DocType; Customize Form is the visual editor.	—	—	—	10 total	—	50 total	Unlimited
DocType Layout / DocType Layout Field Per-role / per-user override of which fields appear and how they are grouped on a form.	—	—	—		—
Workspace / Workspace Custom Block / Shortcut / Number Card / Quick List / Custom HTML Block Customisable Frappe Desk workspace: shortcuts, charts, custom blocks and quick lists.	—	—	—		—
Dashboard / Dashboard Chart / Dashboard Settings Reusable dashboard with charts and number cards for KPIs.	—	—	—		—
Number Card / Workspace Number Card / Card Link Reusable dashboard with charts and number cards for KPIs.	—	—	—		—
Calendar View / Kanban Board / Kanban Board Column / List View Settings / List Filter Kanban board, calendar view, list filter and saved view configurations on any DocType.
Web Form / Web Form Field / Web Form List Column Frappe provides an easy way to generate forms for your website with very little configuration.	—	—	3 total	10 total	—	10 total	Unlimited
Translation (multilingual) Custom translation strings for the multilingual interface.	—	—	—		—
Form Tour / Module Onboarding / Onboarding Step / Step Map / Onboarding Permission Interactive guided tour highlighting fields / steps on a form for onboarding.	—	—	—		—
Module Profile / Role Profile / User Type / User Group / Has Domain / Has Role Bundle of Roles + Module Profile + User Type / User Group used to provision new users quickly. docs	—	—	—		—
Tag / Tag Link / Bulk Update / Bulk Transaction Log
Document Naming Rule / Naming Rule Condition / Amended Document Naming Settings Custom Document Naming Rule with conditions and prefix / suffix logic. docs	—	—	—		—
Color / Web Template / Top Bar Item / Web Page Block / Web Page View Color, Web Template, Top Bar Item, Web Page Block and View definitions for the website builder.	—	—	—		—
Discussion Topic / Reply (Website) Embedded Discussion Topic + Reply system used on Web Forms or website pages.	—	—	—		—
Help Article / Help Category Help Article with categories displayed on the public-facing Help Center.	—	—	—		—
17. Custom Code & Workflow
Client Script A Client Script lets you dynamically define a custom Form Script that is executed on a user's browser.	—	—	—	5 total	—	20 total	Unlimited
Workflow / Workflow State / Workflow Document State / Workflow Action Master A typical 'Workflow' in ERPNext involves various stages to manage different aspects of business operations.	—	—	—		—
Workflow Action / Workflow Transition / Transition Task / Action Permitted Role Workflow Action / Transition / Permitted Role definition for stateful documents.	—	—	—		—
Workspace Sidebar / Workspace Link / Sidebar Item Group Custom Workspace Sidebar items grouped under Sidebar Item Group entries.	—	—	—		—
Property Setter (system field overrides) Customisation that overrides any DocType field property without forking the schema.	—	—	—		—
Custom DocPerm / DocShare / Document Share Key / User Permission Permission rule (Custom DocPerm), share key, or user-scoped restriction (User Permission).	—	—	—		—
Assignment Rule / Assignment Rule Day / Assignment Rule User Auto-assigns documents to users in round-robin / load-balanced fashion based on filters.	—	—	—		—
Auto Repeat / Auto Repeat Day / Auto Repeat User Auto Repeat feature helps you create certain documents automatically in a given time period.	—	—	5 total	50 total	—	50 total	Unlimited
Milestone / Milestone Tracker Milestone Tracker captures changes to a tracked field as a timeline entry. docs	—	—	—		—
Scheduler Event / Scheduled Job Type / Scheduled Job Log Defines a scheduled job (cron-style) that runs a Python method server-side.	—	—	—		—
RQ Job / RQ Worker (read-only — system jobs) Redis Queue background job log + worker registry for system / user-launched tasks. docs	read-only
Submission Queue (background submit) Queue of long-running document submissions executed in the background instead of inline.	—	—	—		—
Web Page (custom website pages) Custom website page (URL, content, route) served by the Frappe website module. docs	—	—	—	10 total	—	50 total	Unlimited
18. Admin Tooling & Diagnostics
Recorder / Recorder Query / Recorder Suggested Index Performance Recorder: records SQL queries / call stacks of slow requests for analysis.	—	—	—	—	—	—
System Health Report / Failing Jobs / Errors / Queue / Tables / Workers System Health Report: aggregates failing jobs, errors, queue depth, table sizes, workers.	—	—	—	—	—	—
Permission Inspector / Permission Log / Permission Type Permission Inspector: explains why a user can or cannot see a particular document.	—	—	—		—
Access Log / Activity Log / View Log / Error Log / API Request Log / Patch Log Per-event log: Activity / View / Error / API Request / Patch entries used for diagnostics.	read-only
Logs To Clear / Log Settings / Log Setting User Configures retention period and which log types are kept (Logs To Clear).	—	—	—		—
System Settings / Security Settings / Document Naming Settings System Setting contains settings for system-wide configuration of the account.	owner	owner	owner	owner	owner	owner	owner
Notification Log / Console Log / Changelog Feed Notification Log, Console Log and Changelog Feed: read-only system event records used for diagnostics on the tenant.	read-only
Data Import / Data Import Log / Data Export / Package Import / Package / Package Release The Data Import tool in ERPNext allows users to import records into the system using CSV or Excel files.	—	—	—		—
Personal Data Deletion Request / Personal Data Download Request (GDPR) GDPR endpoint: lets a user request deletion or download of their personal data. docs
Document Naming Rule (custom naming series) Document Naming Rule editor used to control auto-naming series.	—	—	—		—
Transaction Deletion Record / Record Item / To Delete Bulk deletion of submitted transactions (e.g. when closing a test company). docs	—	—	—	—	—	—
Rename Tool / Bulk Update Bulk rename / Bulk Update utility for renaming primary keys (the document name).	—	—	—		—
19. Setup / Metadata
Country / Currency / Language / UOM / UOM Conversion Factor Master records: Country, Currency, Language, UOM and UOM Conversion Factor.	read-only
Fiscal Year / Company / Global Defaults Fiscal Year, Company and Global Defaults: foundational accounting setup.
Industry Type / Market Segment / Sales Stage Master list of industries / market segments / sales stages used to tag CRM and Customer records.	—
Lead Source / CRM Lead Source / CRM Industry / CRM Lost Reason Master list of Lead Sources (Web, Referral, Walk-in) for CRM attribution.	—
Address / Address Template Reusable Address record with optional Address Template per country.
Contact / Contact Phone / Contact Email Contact, Contact Phone and Contact Email child records linking to a Person.
Terms and Conditions Reusable legal Terms and Conditions blocks attached to Quotations / SO / PO / Invoices.	—
Department / Designation / Branch (master, no HR module) Department / Designation / Branch master used as labels even outside the HR module.	—	—	—	—	—
20. Productivity & E-Commerce Apps
Gameplan (project communication, discussions, polls, tasks) Frappe Gameplan — internal team communication and project discussions: announcements, threaded discussions, polls, tasks, pages, teams. Use it as a private alternative to Slack/Microsoft Teams for project updates and decisions.	—	—			—
Frappe Learning (LMS — courses, batches, quizzes, certificates) Frappe Learning (LMS) — build and run online courses: lessons, video chapters, quizzes, assignments, programs, batches, certificates, live classes (Zoom/Google Meet), payments. Train your staff or sell paid courses.	—	—	—		—
Frappe Lending (loan origination & management — FCA-grade) Frappe Lending — full loan lifecycle for FCA-grade workflows: loan origination (application, documents, co-applicants), products, disbursements, repayment schedules, security pledges, refunds, restructuring, IRAC provisioning, write-offs, partner co-lending.	—	—	—	—	—	—
Frappe Webshop (storefront — products, cart, checkout) Frappe Webshop — public storefront on your site: catalogue, shopping cart, checkout, wishlists, item reviews, offers. Uses ERPNext Items, Selling and Payments (installed on every tenant); plan gating controls write access. Included on Pro CRM, Standard ERP and Pro ERP per `plans_matrix.md` section 20.	—	—	—		—
21. System Limits
API calls / day Maximum number of REST API requests permitted per day.	1k	1k	5k	20k	5k	50k	500k
Emails sent / month Number of outbound emails the system can send each month per tenant. docs	50	1k	10k	50k	10k	50k	200k
Active users (System User) Active System User cap; once exceeded the account enters a global write block until users are disabled or the plan is upgraded.	2	Custom (see signup)	Custom (see signup)	Custom (see signup)	Custom (see signup)	Custom (see signup)	Custom (see signup)
Custom DocTypes (custom + child) Maximum number of Custom DocTypes (parent + child tables) you can create.	0	5	20	∞	20	50	∞
File storage (total) Total disk space available for File attachments stored on the tenant.	500 MB	5 GB	20 GB	100 GB	10 GB	30 GB	150 GB
Email Accounts (mailboxes connected) Maximum number of incoming / outgoing Email Accounts that can be configured.	1	1	3	10	3	10	∞
Email Domain Maximum number of custom Email Domains that can be configured (one per Email Account host).	1	1	1	3	1	3	∞
Webhook (outgoing, total) Maximum number of outgoing Webhook destinations.	0	0	5	20	0	20	∞
Workspaces (custom) Maximum number of custom Workspaces in the Desk sidebar.	0	0	0	5	0	10	∞
Print Format / Letter Head (custom) Maximum number of custom Print Formats and Letter Heads.	0	0	5	20	0	20	∞
Auto Email Report Maximum number of Auto Email Report schedules.	0	0	0	5	0	10	∞
Notifications (alert rules) Maximum number of Notification (alert rule) records.	0	0	0	10	0	0	∞
Client Script Maximum number of Client Scripts (JavaScript injected into Desk forms).	0	0	0	5	0	20	∞
Web Form (public) Maximum number of public Web Forms (e.g. customer signup, support intake).	0	0	3	10	0	10	∞
Web Page (custom website) Maximum number of custom Web Pages served by the website module. docs	0	0	0	10	0	50	∞
Workflow (state machines) Maximum number of Workflow state machines.	0	0	0	5	0	20	∞
Solutions Automation (runs / month) Maximum number of Solutions Automation runs per anniversary month.	0	0	5	20	0	10	100

Locked features stay visible — never hidden

If a module isn’t part of your plan we don’t wall you off from your data. List views, form views, search, reports and exports keep working. Only save / submit / amend / cancel is paused, with a soft banner pointing to the upgrade path. Your historical records, attachments and audit trail remain readable on every plan — including downgrades.

Frequently asked questions

The honest answers, no marketing weasel words.

What happens if I hit a quota mid-month?

The relevant module flips to read-only preview for that DocType. Everything you already created stays editable and reportable; only new records are paused. A soft banner in the form shows the limit and the cheapest plan that unlocks it. Upgrade resumes writes within seconds — no data migration required.

Can I downgrade later without losing data?

Yes. Downgrades never delete records. DocTypes outside the new plan stay accessible in read-only preview — you can keep reading, exporting and printing them indefinitely. You only lose the ability to create / modify records in modules that aren’t in your new plan.

Why does Pro CRM not include Purchase Orders or warehouses?

Pro CRM is intentionally sales-first. Heavy operational ERP (purchasing, warehouses, manufacturing, HR) lives in the ERP pillar, starting at Start ERP (£39). If your team needs both pillars together, Standard ERP at £79 includes everything from Pro CRM plus the full operational stack with realistic SMB ceilings.

Is the matrix really the source of truth for runtime gating?

Yes. The same Markdown file you’re looking at is parsed by our compiler and pushed to every tenant as SaaS Plan Quota rows. The runtime resolve_doctype_access() helper reads those rows on every save. No hidden flags, no sales-rep magic.

How does the yearly discount work?

Pay annually and get 18% off the monthly price on every paid tier. Discount is applied per user, so the savings scale with your team. You can switch monthly ↔ yearly at any renewal point.

Where do I see exact API rate limits or storage breakdowns?

The matrix above lists every quantified limit. System-level quotas (API calls per day, emails per month, custom DocTypes, storage) are at the end of the table, grouped under System Limits. Need a custom enterprise contract with higher caps? Talk to sales →

Ready to pick a plan?

Start free, upgrade when you outgrow the limits. No credit card required for the trial, no migration when you scale.

See pricing Start free trial Talk to sales

Questions about a specific DocType? Email sales@solutionserp.co.uk — we answer within one business day.