Next CRM

Key Features

• Views: Create custom views which is a combination of filters, sort and columns.
  • Pinned View: Pin important leads and opportunities 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/Opportunity Page.
• Email Templates: Create and use email templates for faster communication.
• Comments: Add comments to leads and opportunities to keep track of the conversation.
• Notifications: Get notified when someone mentions you in a comment.
• Service Level Agreement: Set SLA for leads and opportunities and get notified when the SLA is breached.
• Assignment Rule: Automatically assign leads and opportunities to users based on the criteria.
• ToDos: Create todos for leads and opportunity.
• Notes: Add notes to leads and opportunity.
• Call Logs: See the call logs with call details and recordings.

Getting Started

Local Setup

1. Install Bench.
2. Install ERPNext
3. Get the Next CRM app:

   $ bench get-app https://github.com/rtCamp/next-crm --branch next-develop

4. Create a site with the crm app:

   $ bench --site sitename.localhost install-app next_crm

5. Open the site in the browser:

   $ bench browse sitename.localhost --user Administrator

6. Access the crm page at sitename.localhost:8000/next-crm in your web browser.

Changes other than DocType

1. App renamed to Next CRM
2. URL changed from /crm to /next-crm
3. Lead is compulsory to create Opportunity (being reconsidered)
4. ERPNext integration enabled by default

Removed Features

1. CRM Invitation – Permissions from the ERPNext CRM module are used directly.
2. Ability to link to ERPNext on a different site – Not required as this is tightly integrated with the ERPNext CRM module.

We’d love your feedback! Please check it out and share your thoughts on Discuss Forum.