Frappe CRM

**Simplify Sales, Amplify Relationships** ![GitHub release (latest by date)](https://img.shields.io/github/v/release/frappe/crm) ![Issues](https://img.shields.io/github/issues/frappe/crm) ![License](https://img.shields.io/github/license/frappe/crm) ![Stars](https://img.shields.io/github/stars/frappe/crm) ![Frappe CRM](.github/screenshots/FrappeCRMHero.png) [Live Demo](https://frappecrm-demo.frappe.cloud/api/method/crm.api.demo.login) - [Website](https://frappe.io/crm) - [Documentation](https://docs.frappe.io/crm)

## Frappe CRM Frappe CRM is a simple, affordable, open-source CRM tool designed for modern sales teams with unlimited users. Frappe CRM is crafted for providing a great user experience, packed with features for core CRM activities helping you build strong customer relationships while keeping things clean and organised. ## Motivation The motivation behind building Frappe CRM stems from the need for a simple, customizable, and open-source solution tailored to modern business needs. Many existing CRMs are either too complex, overly generic, or locked behind steep pricing models that hinder accessibility and flexibility. Frappe CRM was designed to bridge this gap, offering a tool that empowers businesses to manage their customer relationships seamlessly while being easy to adapt to specific workflows. Built on the Frappe framework, it prioritizes usability, extensibility, and affordability, making it an ideal choice for growing teams and organizations looking for a CRM that aligns with their unique processes. ## Key Features - **Views:** Create custom views which is a combination of filters, sort and columns. - **Pinned View:** Pin important leads and deals in the sidebar. - **Public View:** Share views with all users. - **Saved View:** Save views for later use. - **Email Communication:** Send and receive emails directly from the Lead/Deal Page. - **Email Templates:** Create and use email templates for faster communication. - **Comments:** Add comments to leads and deals to keep track of the conversation. - **Notifications:** Get notified when someone mentions you in a comment. - **Service Level Agreement:** Set SLA for leads and deals and get notified when the SLA is breached. - **Assignment Rule:** Automatically assign leads and deals to users based on the criteria. - **Tasks:** Create tasks for leads and deals. - **Notes:** Add notes to leads and deals. - **Call Logs:** See the call logs with call details and recordings. ## Integrations - **Twilio:** Integrate Twilio to make and receive calls from the CRM. You can also record calls. It is a built-in integration. - **WhatsApp:** Integrate WhatsApp to send and receive messages from the CRM. [Frappe WhatsApp](https://github.com/shridarpatil/frappe_whatsapp) is used for this integration. - **ERPNext:** Integrate with [ERPNext](https://erpnext.com) to extend the CRM capabilities to include invoicing, accounting, and more.

Screenshots

![Deals List](.github/screenshots/LeadList.png) ![Lead Page](.github/screenshots/LeadPage.png) ![Email Templates](.github/screenshots/EmailTemplates.png) ![Call UI](.github/screenshots/CallUI.png) ![Call Logs](.github/screenshots/CallLog.png)

## Under the Hood - [**Frappe Framework**](https://github.com/frappe/frappe): A full-stack web application framework written in Python and Javascript. The framework provides a robust foundation for building web applications, including a database abstraction layer, user authentication, and a REST API. - [**Frappe UI**](https://github.com/frappe/frappe-ui): A Vue-based UI library, to provide a modern user interface. The Frappe UI library provides a variety of components that can be used to build single-page applications on top of the Frappe Framework. ## Production Setup ### Managed Hosting You can try [Frappe Cloud](https://frappecloud.com), a simple, user-friendly and sophisticated [open-source](https://github.com/frappe/press) platform to host Frappe applications with peace of mind. It takes care of installation, setup, upgrades, monitoring, maintenance and support of your Frappe deployments. It is a fully featured developer platform with an ability to manage and control multiple Frappe deployments.

### Self Hosting Follow these steps to set up Frappe CRM in production: **Step 1**: Download the easy install script ```bash wget https://frappe.io/easy-install.py ``` **Step 2**: Run the deployment command ```bash python3 ./easy-install.py deploy \ --project=crm_prod_setup \ --email=your_email.example.com \ --image=ghcr.io/frappe/crm \ --version=stable \ --app=crm \ --sitename subdomain.domain.tld ``` Replace the following parameters with your values: - `your_email.example.com`: Your email address - `subdomain.domain.tld`: Your domain name where CRM will be hosted The script will set up a production-ready instance of Frappe CRM with all the necessary configurations in about 5 minutes. ## Development Setup ### Docker You need Docker, docker-compose and git setup on your machine. Refer [Docker documentation](https://docs.docker.com/). After that, follow below steps: **Step 1**: Setup folder and download the required files mkdir frappe-crm cd frappe-crm # Download the docker-compose file wget -O docker-compose.yml https://raw.githubusercontent.com/frappe/crm/develop/docker/docker-compose.yml # Download the setup script wget -O init.sh https://raw.githubusercontent.com/frappe/crm/develop/docker/init.sh **Step 2**: Run the container and daemonize it docker compose up -d **Step 3**: The site [http://crm.localhost:8000/crm](http://crm.localhost:8000/crm) should now be available. The default credentials are: - Username: Administrator - Password: admin ### Codespaces 1. Open [this link](https://github.com/codespaces/new?hide_repo_select=true&ref=master&repo=668199241&skip_quickstart=true&machine=standardLinux32gb&devcontainer_path=.devcontainer%2Fdevcontainer.json&geo=SoutheastAsia) and click on "Create Codespace". 2. Wait for initialization (~15 mins). 3. Run `bench start` from the terminal tab. 4. Click on the link beside "8000" port under "Ports" tab. 5. Log in with "Administrator" as the username and "admin" as the password. 6. Go to `.github.dev/crm` to access the crm interface. ### Local 1. [Install Bench](https://github.com/frappe/bench). 2. Install Frappe CRM app: ```sh $ bench get-app crm ``` 3. Create a site with the crm app: ```sh $ bench --site sitename.localhost install-app crm ``` 4. Open the site in the browser: ```sh $ bench browse sitename.localhost --user Administrator ``` 5. Access the crm page at `sitename.localhost:8000/crm` in your web browser. ## Learn and connect - [Telegram Public Group](https://t.me/frappecrm) - [Discuss Forum](https://discuss.frappe.io/c/frappe-crm) - [Documentation](https://docs.frappe.io/crm) - [YouTube](https://frappe.io)