Customer Relations Managed using Frappe

Overview

Frappe CRM is a modern, open-source customer relationship management system that can be deployed either as a standalone application or integrated with ERPNext for comprehensive business management.

Resources

• Website: frappe.io/crm
• Course: Customer Relationship Management
• Repository: github.com/frappe/crm
• Documentation: docs.frappe.io/crm/introduction
• Installation Guide: Production Setup
• Development Guide: Development Setup

Deployment Options

Frappe CRM offers two primary deployment methods:

1. Standalone CRM

A dedicated CRM application focused purely on customer relationship management.

2. ERPNext Integrated

CRM functionality integrated within the broader ERPNext business management suite.

Installation Methods

Standalone CRM Setup

Self-Hosting

For production environments, follow the self-hosting guide.

Docker-Based Local Development

For local development using Docker, refer to the Docker guide.

Bench Installation

# Get the CRM app
bench get-app crm

# Create new site with CRM
bench new-site sitename.localhost --install-app crm

# Access the site
bench browse sitename.localhost --user Administrator

Installing CRM on Existing Site

# Get the CRM app
bench get-app https://github.com/frappe/crm

# Install on existing site
bench --site [site-name] install-app crm

For workspace navigation, consult the workspace documentation.

ERPNext Integration Setup

Initialize Bench Environment

bench init [bench-name]

Create New Site

bench new-site erpnext.localhost

Install ERPNext

# Get ERPNext application
bench get-app https://github.com/frappe/erpnext

# Install ERPNext on site
bench --site erpnext.localhost install-app erpnext

Configure Host Access

# Add site to hosts file
bench --site erpnext.localhost add-to-hosts

Install CRM Module

# Get CRM app
bench get-app https://github.com/frappe/crm

# Install CRM on ERPNext site
bench --site erpnext.localhost install-app crm

Core Features

Lead Management

Create and manage potential customers through the lead creation interface, tracking their journey from initial contact to conversion.

Deal Management

Track sales opportunities with comprehensive deal creation and management tools, including pipeline visualization and progress monitoring.

Task Management

Organize and assign tasks related to customer interactions, ensuring follow-ups and activities are properly scheduled and executed.

Notes and Communication

Maintain detailed records of customer interactions, meetings, and important information through the integrated notes system.

Getting Started

Once installed, you can begin using Frappe CRM by:

1. Creating Leads: Add potential customers to your pipeline
2. Managing Deals: Track sales opportunities and their progress
3. Assigning Tasks: Organize follow-up activities and reminders
4. Recording Notes: Document important customer interactions and information

The system provides a comprehensive workspace for managing all aspects of customer relationships, from initial contact through deal closure and ongoing support.

Support and Learning

For comprehensive learning, consider taking the Customer Relationship Management course offered by Frappe School, which covers both basic and advanced CRM concepts within the Frappe ecosystem.