I have erpnext 16 installed on my website, for example - “erp_mysuperexcellentsite_com”. I want to install frappe crm. What is the best way to do this? Install it on a new website “crm_mysuperexcellentsite_com” or as an application on “erp_mysuperexcellentsite_com”?
If you already have ERPNext running on erp_mysuperexcellentsite_com, the best option in most cases is to install Frappe CRM on the same site.
Reasons for this:
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Shared Customers, Contacts, Users
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No data syncing needed
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Direct integration with Quotations, Invoices, etc.
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Simpler setup (one database, one backup, one config)
The only time I would consider to use a separate site is if you need strict data separation (different company, security isolation, etc.).
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Thank you for your reply. It’s one company. But I’m concerned that CRM is a more dynamic environment. There may be more frequent updates, structural changes, etc. And if one site has both ERP and CRM, then if something goes wrong in CRM, the data in ERP will also be affected. And the data in the ERP is very important — money, accounting, etc.
Different companies take different approaches — some isolate sales, as in SAP, Dynamics CRM, Sales Force, for example, while others, on the contrary, make everything into a monolith — Odoo. Therefore, my question is more methodological and architectural.
CRM won’t corrupt your ERP data. Frappe CRM uses its own DocTypes (CRM Deal, CRM Lead). It doesn’t touch GL Entry, Sales Invoice, or your accounting tables. Shared DocTypes like Contact and Customer are owned by ERPNext, not CRM. CRM is in my opinion (after ERPNext and HRMS) a stable app.
CRM updates don’t auto-deploy — you decide when to run the update. You can pin versions or update apps selectively.
Separate sites don’t eliminate risk — they add complexity. You’d need webhooks, sync jobs, duplicate contacts. A CRM bug on a separate site still means downtime for sales. What actually protects you is a solid backup strategy, not site separation.
But perhaps there is someone else that can give their 2 cents to this topic.
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marc_centura, thank you for your detailed answer! I also lean towards your option, but it was really interesting to hear other opinions. It is particularly interesting to hear what the product developers think about this.