How to use CRM without multiple email accounts

ERPNext Selling/CRM
1

Since there is no way to get an answer on GitHub, I am asking the community if one of the most important modules of the ERP, the new CRM, can really be used on a daily basis.

The only email address that allows you to use the application is the one you set up by default in the ERP.
Therefore, if you have set up an account for notifications as usual, you are forced to use the CRM.

Not to mention if you have more than one user who uses the CRM, everyone must use this account.

The PRs that attempt to solve this have already had their time, but what is striking is the lack of attention from the person in charge.

I am convinced that I am misunderstanding something, but I cannot figure out the answer. Otherwise, it is impossible that this application is being used seriously, while cards such as capturing leads from Facebook are being prioritized.

any advice is welcome.

1 Like
2

Frappe CRM is still work in progress and the prioritization of features is based on their roadmap.

Lead syncing can be much more important than email communications for specific businesses. And also if im not mistaken lead syncing was contributed by BWH and not the app maintainer.

Regarding your question, personally I did not find much difference between the OG CRM and this one (apart from the beautiful UI). It’s also more focused towards B2B service business and can be lacking for B2C businesses.

If the current state of the app is not suitable for you, either build a custom app with its own frontend, or fork the CRM and adjust to your liking.

You can also contribute and create PRs to help accelerate the development.

3

With all due respect, it seems like you didn’t read my post and just copied a response from ChatGPT.

I’ve been in the community for a while (8 years maybe), so before I make a post, or if I express frustration like this, I exhaust all resources.

THERE IS ALREADY A PR. The strange thing about it (there are two) is that the author of the CRM doesn’t respond to us, as if for some personal reason, he can’t take two minutes to tell us, “This PR doesn’t work, that’s it.”

I don’t understand what you’re trying to explain to me about the CRM’s function itself. It’s exclusively B2B (they’re slowly moving towards B2C, which is the more ambitious goal, and that’s fine), and you can’t add multiple email accounts.

Please name a company where there is more than one salesperson (not even that, with a single salesperson, but other users in the ERP) and where they can use the CRM with an email account such as sales@yourcompany. IT’S NOT POSSIBLE.

I’ve been chasing this “small change” for months, and they keep coming up with big PRs with huge features, and I wonder how companies can adopt it?

CRM is arguably the most important module after the basics for any company (stock, sales, purchasing, accounting). When it was separated, I was a little concerned because there is a policy that each programmer “owns” the decisions to incorporate features.
And this is not repo like LMS, Lending, Sliedes; it directly influences the entire sales process.
Doesn’t anyone higher up supervise this in the minimum way?

4

Im flattered you thought my previous response was AI generated.

What I was saying is, your “frustration expression” won’t change anything because they have a roadmap they work on.

Until the maintainer finally responds or the CRM suits exactly your business needs, you can use the ERPNext module instead. It is more comprehensive, can be easily customized, and integrates well with the “communication” doctype.

If you like the CRM app specifically for the UI, then fork it or;

I hope my response is now clearer.

5

@federico_calvo
Is this feature available in backend? If yes can you share screenshot.

Also you can try this, configure user email account in user settings, email should go from user email account.

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Also in email account you can uncheck Always use this email address as sender address, it will send email by crm user name and not default email id, also if customer reply, crm user will not get reply