Could I kindly ask for someone to confirm that my understanding is correct: Frappe CRM is currently in no way integrated with ERPNext. A lead in CRM is something entirely different from a lead in ERPNext and there is no way of converting a CRM lead into an ERPNext customer.
If it can be confirmed that no integration is available today, is this anywhere on the roadmap for CRM?
By the way, while CRM looks really interesting, personally, I would have much preferred if ERPNext would have been extended with the functionality provided by CRM instead of creating a separate app.
Notwithstanding the possibility that the app will be properly integrated with ERPNext, the difference in CRM licensing (AGPL) compared to Frappe (MIT) and ERPNext (GPL) is still tricky. Even if CRM is used internally, as soon as the server can be contacted through a public IP, AGPL requires that any changes to the source code are made public. It’s not always straightforward what counts as a change to the source and for many companies, sharing their changes which may offer a closer look into their workflows and tools, is simply not an option.
Regarding the AGPL license change: I don’t think that a public IP itself triggers the distribution requirement, I think it’s user access across a network. So if your CRM implementation is still only used internally (company employees only, even if it’s across a WAN), I don’t think you need to distribute your source code to any another company. Unless you’re giving that other company access to your CRM as well.
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.
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.
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?
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?
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.
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.
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
