We use Mautic and ERPNext together at my organization. It’s a nice fit, but even together you’re still a long way from a good CRM experience. Mautic is phenomenal at automated campaigns, but it doesn’t provide much support for individuated interactions.
In theory, this is really where ERPNext could come in, but there’s still a lot of work to do. If I could wish for one major feature overhaul in ERPNext, it’d be to see email become a proper first-class citizen. Right now, it’s pretty clunky. We’re slowly investigating how to direct some work this direction, but it’s a big job requiring a lot of low level work.
Unfortunately it does not work but we could install it. If someone take the initiation to take up it from there and make it workable , then it can enhance combined value delivery for marketing and crm . We have one client who is interested in this integration and we can convince them to contribute some money towards this work of integration. We believe that any developers who have exposure to Mautic and ERPnext can complete this quickly as most of the base work is ready in this app.
The Frappe metadata model is remarkably sophisticated, which makes it adaptable to just about any use case.
That breadth of possibility has a downside: pretty much everything looks and feels exactly the same. The UX for enrolling students is very similar to the UX for writing Sales Invoices, which is very similar to the UX for evaluating leads, which is very similar to the UX for managing emails, which is very similar to the UX for designing print formats.
Dedicated CRMs spend huge amount of energy refining a very small number of workflows. That gives them an inherent advantage in some ways, but it’s a limitation as well. ERPNext can have extremely tailored workflows too with Custom Pages, but strangely it seems that Custom Pages seem to be very poorly understood in the developer community. This would, however, be a great place for people to explore.
All the way with you on this. Clients complain that they don’t know which document they are working. A simple background colour coding of the doctype will help user know which document is being used. Have seen this in some ERP where headers are color coded example sales invoice is red but quotation is green.
If your clients are complaining, why not fix it for them? A single line in a client script will allow you to set any background color you want for any doctype. If you’d prefer doing it globally, an app with a few lines of CSS should do the trick too.
What makes Frappe powerful is not its UX design. Rather, what makes Frappe powerful is the power it gives to system administrators to implement highly customized user experiences.
When working with larger organizations, having multiple projects at the same time you may work with a lead on the future project while still being busy with the customer on the previous one.
@Sam_Rose, @CA_B.C_Chechani, @peterg and @Razva. Would you mind if we can all work together on the Mautic ERPNext integration? We can form a Mautic Tiger Team. It’s a new small group base team in Mautic Community to work on new features or fix bugs.