ERPNext integration with Frappe CRM

I found at least a partial answer here: Frappe CRM Live Launch & Release - #4 by shariquerik

So, CRM will not only be integrated with ERPNext, it will replace the CRM module currently available there. According to the same person, a migration path will be provided.

At least in the longer term, this settles the question how ERPNext and CRM are meant to coexist.

In my view, this makes the question of licensing even more pressing. Because this move basically means that ERPNext users, who wish to keep using the newest version, will be forced to accept the AGPL going forward.

As mentioned, I believe this could lead to an exodus of certain corporate users, or the formation of forks, internal and external. Which IMO is not good for the long term success of ERPNext.

If there is a need for really new, purely independent apps, then license them AGPL for all I care. But something that is so closely related to the functionality in ERPNext should be on the same license IMO.

ERPNext Integration for Frappe CRM is WIP. Will update once launched

2 Likes

I have refused to even look at the CRM because of this limitation.

While it may work for others as a standalone, it has no use case for me in its current iteration.

Good job

Within a month’s time the CRM <> ERPNext integration should be ready. You will then be able to create quotes within CRM and handle the rest of the accounting in ERPNext.

5 Likes

Could you be a bit more specific, does this mean we will then be able to fully utilize existing ERPNext data like contacts and customers inside Frappe CRM and vice versa?

2 Likes

Any updates on this topic?
Thank you in advance

2 Likes

@michelle do you have any updates for us?

This is still WIP, will post once it’s done.

hopefully in time for Frappeverse :slightly_smiling_face:

4 Likes

Frappe CRM <> ERPNext Integration is now live!

Now, whether both apps are installed on the same site or across different sites, you can link Frappe CRM directly to your ERPNext instance.

Here’s how it works:

  1. When working on a deal in Frappe CRM, you’ll now see a “Create Quotation” button that takes you to ERPNext to continue the process.
  2. Once a deal is marked as “Won” or “Lost”, a customer is automatically created in ERPNext.

Check the video here.

References:

Feedback/suggestion and contributions welcome.

10 Likes

@michelle
Great news, thanks for your support!
How can we translate the Feappe CMR to Hungarian to stay all translation after updating.

1 Like

Great news!

I try to understand the future relationship between ERPNext and Frappe CRM and its usecase.

If I understand it correctly, the current integration is a one-way street?
Frappe CRM → ERPNext

What are the plans for ERPNext → Frappe CRM integration, since both work with their dedicated doctypes for (contacts, leads…). What is your plan for working with preexisting data from the ERPNext Database inside Frappe CRM?

2 Likes

Right now, no. Ideally, you should pick the CRM (Frappe CRM or ERPNext CRM module), and then continue using it.

If you plan to use Frappe CRM and are already using ERPNext CRM, then it’s going to be a one time migration. They’ll continue remaining separate doctypes.

We use Crowdin to manage translations now.

You can contribute to the translations here: Frappe dashboard in Crowdin

extracted from the linkedin comments, hope this is helpful to some asking the same question.

Is Frappe CRM different to the CRM module in ERPNext? Is there a benefit in installing a separate CRM app and then linking it to ERPNext, compared to using the inbuilt CRM?

Our plan is to continue extensive development in the new CRM now. The idea is to keep ERPNext lean, so maybe in future versions, we might completely separate out the existing CRM or stop active development in the module (which it already is).
If you just need a CRM tool, you should try Frappe CRM. If you are already using ERPNext CRM, then it will be a one-time migration for you if you plan to switch to Frappe CRM. Going forward, as more features will be added in Frappe CRM, there will be significant difference between the two.

4 Likes

We have a Site on Frappe Cloud & have installed the Frappe CRM
Both are on latest version
The ERPNext Integration is enabled - unable to see the create quotation Button
Not sure if we are missing any other settings



Screenshot 2024-09-22 at 9.45.52 AM

Can you share the site name?

Hi,
I did a patch release now the issue is fixed. Just update CRM version to v1.23.4

1 Like

Its working :+1:
Shall check in detail

1 Like