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README.md
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<div align="center">
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<a href="https://frappe.io/products/crm">
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<img width="1402" alt="Screenshot 2022-09-18 at 9 16 08 PM" src=".github/screenshots/MainDealPage.png">
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</a>
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<div align="center" markdown="1">
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<a href="https://frappe.io/products/crm">
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<img src=".github/logo.svg" height="100" alt="Frappe CRM Logo">
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</a>
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<h1>Frappe CRM</h1>
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**Simplify Sales, Amplify Relationships**
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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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<p align="center">
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<a href="https://img.shields.io/github/issues/frappe/crm">
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<img alt="issues" src="https://img.shields.io/github/issues/frappe/crm">
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</a>
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<a href="https://img.shields.io/github/license/frappe/crm">
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<img alt="license" src="https://img.shields.io/github/license/frappe/crm">
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</a>
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</p>
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## Frappe CRM
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<details>
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<summary>Show more screenshots</summary>
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<img width="1402" alt="Screenshot 2022-09-18 at 9 18 17 PM" src=".github/screenshots/DealsList.png">
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<img width="1402" alt="Screenshot 2022-09-18 at 11 47 06 PM" src=".github/screenshots/LeadPage.png">
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<img width="1402" alt="Screenshot 2022-09-18 at 9 18 47 PM" src=".github/screenshots/Emailtemplates.png">
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<img width="1402" alt="Screenshot 2022-09-18 at 9 18 47 PM" src=".github/screenshots/CallUI.png">
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<img width="1402" alt="Screenshot 2022-09-18 at 9 18 47 PM" src=".github/screenshots/CallLogs.png">
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</details>
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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.
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## Motivation
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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.
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## Key Features
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@ -42,50 +45,96 @@
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- **Twilio:** Integrate Twilio to make and receive calls from the CRM. You can also record calls. It is a built-in integration.
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- **WhatsApp:** Integrate WhatsApp to send and receive messages from the CRM. [Frappe WhatsApp](https://github.com/shridarpatil/frappe_whatsapp) is used for this integration.
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- **ERPNext:** Integrate with [ERPNext](https://erpnext.com) to extend the CRM capabilities to include invoicing, accounting, and more.
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## Getting Started
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<details>
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<summary>Screenshots</summary>
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</details>
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## Under the Hood
|
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- [**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.
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- [**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.
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## Production Setup
|
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### Managed Hosting
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Get started with your personal or business site with a few clicks on [Frappe Cloud](https://frappecloud.com/marketplace/apps/crm).
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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.
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### Docker (Recommended)
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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.
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The quickest way to set up Frappe CRM and take it for a test ride.
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<div>
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<a href="https://frappecloud.com/crm/signup" target="_blank">
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<picture>
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<source media="(prefers-color-scheme: dark)" srcset="https://frappe.io/files/try-on-fc-white.png">
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<img src="https://frappe.io/files/try-on-fc-black.png" alt="Try on Frappe Cloud" height="28" />
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</picture>
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</a>
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</div>
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Frappe framework is multi-tenant and supports multiple apps by default. This docker compose is just a standalone version with Frappe CRM pre-installed. Just put it behind your desired reverse-proxy if needed, and you're good to go.
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### Self Hosting
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If you wish to use multiple Frappe apps or need multi-tenancy. Take a look at our production ready self-hosted workflow, or join us on Frappe Cloud to get first party support and hassle-free hosting.
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Follow these steps to set up Frappe CRM in production:
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**Step 1**: Download the easy install script
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```bash
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wget https://frappe.io/easy-install.py
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```
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**Step 2**: Run the deployment command
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```bash
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python3 ./easy-install.py deploy \
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--project=crm_prod_setup \
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--email=your_email.example.com \
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--image=ghcr.io/frappe/crm \
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--version=stable \
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--app=crm \
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--sitename subdomain.domain.tld
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```
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Replace the following parameters with your values:
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- `your_email.example.com`: Your email address
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- `subdomain.domain.tld`: Your domain name where CRM will be hosted
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The script will set up a production-ready instance of Frappe CRM with all the necessary configurations in about 5 minutes.
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## Development Setup
|
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### Docker
|
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You need Docker, docker-compose and git setup on your machine. Refer [Docker documentation](https://docs.docker.com/). After that, follow below steps:
|
||||
|
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**Step 1**: Setup folder and download the required files
|
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mkdir frappe-crm
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cd frappe-crm
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**Step 2**: Download the required files
|
||||
|
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Docker Compose File:
|
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# Download the docker-compose file
|
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wget -O docker-compose.yml https://raw.githubusercontent.com/frappe/crm/develop/docker/docker-compose.yml
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Frappe CRM bench setup script
|
||||
|
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# Download the setup script
|
||||
wget -O init.sh https://raw.githubusercontent.com/frappe/crm/develop/docker/init.sh
|
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**Step 3**: Run the container and daemonize it
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**Step 2**: Run the container and daemonize it
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docker compose up -d
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**Step 4**: The site [http://crm.localhost](http://crm.localhost) should now be available. The default credentials are:
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**Step 3**: The site [http://crm.localhost:8000/crm](http://crm.localhost:8000/crm) should now be available. The default credentials are:
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> username: administrator
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> password: admin
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### Self-hosting
|
||||
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||||
If you prefer self-hosting, follow the official [Frappe Bench Installation](https://github.com/frappe/bench#installation) instructions.
|
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|
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## Want to Just Try Out or Contribute?
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- Username: Administrator
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- Password: admin
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### Codespaces
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||||
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@ -96,7 +145,7 @@ If you prefer self-hosting, follow the official [Frappe Bench Installation](http
|
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5. Log in with "Administrator" as the username and "admin" as the password.
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6. Go to `<random-id>.github.dev/crm` to access the crm interface.
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### Local Setup
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||||
### Local
|
||||
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||||
1. [Install Bench](https://github.com/frappe/bench).
|
||||
2. Install Frappe CRM app:
|
||||
@ -113,14 +162,19 @@ If you prefer self-hosting, follow the official [Frappe Bench Installation](http
|
||||
```
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5. Access the crm page at `sitename.localhost:8000/crm` in your web browser.
|
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## Need help?
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||||
## Learn and connect
|
||||
|
||||
Join our [telegram group](https://t.me/frappecrm) for instant help.
|
||||
- [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)
|
||||
|
||||
## Documentation
|
||||
|
||||
Check out the [official documentation](https://docs.frappe.io/crm) for more details.
|
||||
|
||||
## License
|
||||
|
||||
[GNU Affero General Public License v3.0](LICENSE)
|
||||
<h2></h2>
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||||
<div align="center" style="padding-top: 0.75rem;">
|
||||
<a href="https://frappe.io" target="_blank">
|
||||
<picture>
|
||||
<source media="(prefers-color-scheme: dark)" srcset="https://frappe.io/files/Frappe-white.png">
|
||||
<img src="https://frappe.io/files/Frappe-black.png" alt="Frappe Technologies" height="28"/>
|
||||
</picture>
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||||
</a>
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</div>
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