chore: updated README
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README.md
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README.md
@ -15,6 +15,7 @@
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[Live Demo](https://frappecrm-demo.frappe.cloud/api/method/crm.api.demo.login) - [Website](https://frappe.io/crm) - [Documentation](https://docs.frappe.io/crm)
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</div>
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## Frappe CRM
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@ -27,19 +28,10 @@ The motivation behind building Frappe CRM stems from the need for a simple, cust
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## Key Features
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- **Views:** Create custom views which is a combination of filters, sort and columns.
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- **Pinned View:** Pin important leads and deals in the sidebar.
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- **Public View:** Share views with all users.
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- **Saved View:** Save views for later use.
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- **Email Communication:** Send and receive emails directly from the Lead/Deal Page.
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- **Email Templates:** Create and use email templates for faster communication.
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- **Comments:** Add comments to leads and deals to keep track of the conversation.
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- **Notifications:** Get notified when someone mentions you in a comment.
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- **Service Level Agreement:** Set SLA for leads and deals and get notified when the SLA is breached.
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- **Assignment Rule:** Automatically assign leads and deals to users based on the criteria.
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- **Tasks:** Create tasks for leads and deals.
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- **Notes:** Add notes to leads and deals.
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- **Call Logs:** See the call logs with call details and recordings.
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- **User-Friendly and Flexible:** A simple, intuitive interface that’s easy to navigate and highly customizable, enabling teams to adapt it to their specific processes effortlessly.
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- **All-in-One Lead/Deal Page:** Consolidate all essential actions and details—like activities, comments, notes, tasks, and more—into a single page for a seamless workflow experience.
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- **Kanban View:** Manage leads and deals visually with a drag-and-drop Kanban board, offering clarity and efficiency in tracking progress across stages.
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- **Custom Views:** Design personalized views to organize and display leads and deals using custom filters, sorting, and columns, ensuring quick access to the most relevant information.
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## Integrations
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@ -162,6 +154,38 @@ You need Docker, docker-compose and git setup on your machine. Refer [Docker doc
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```
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5. Access the crm page at `sitename.localhost:8000/crm` in your web browser.
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### Frontend Development Setup
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The Frappe CRM's frontend is a Vue.js application located in the `frontend/src` directory. Follow these steps to set up the frontend development environment:
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1. Navigate to the app directory:
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```bash
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cd apps/crm
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```
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2. Install dependencies:
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```bash
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yarn install
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```
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3. Add the following line in your site's `site_config.json` file
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```json
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"ignore_csrf": 1
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```
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4. Start the development server:
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```bash
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yarn dev
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```
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5. Access the development site:
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- Open `http://crm.localhost:8080/crm` in your browser
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- Any changes to files in `frontend/src` will automatically reload in the browser
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## Learn and connect
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- [Telegram Public Group](https://t.me/frappecrm)
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