CRM

The ERPNext CRM module covers the sales phase before the quotation. Leads and opportunities are captured, qualified and, when won, converted directly into a customer and quotation. Sales staff also see orders, invoices and outstanding items on the customer.

Leads and opportunities

Leads come from web forms, emails, imports or manual entry. Opportunities are tracked by stage, value and probability, including in a Kanban view. Duplicate records can be merged.

Sales stages and sales channels

Sales stages, opportunity types and lost reasons can be adapted to your own sales process. Several leads from the same company can be grouped as a prospect. Items with quantities and prices can already be recorded on the opportunity and carried over into the quotation later. Territories and sales partners can be set on the customer, with a commission rate for sales partners.

Contacts and communication

Emails, calls, notes and appointments are stored on the lead, contact or customer. With connected email accounts, messages can be linked to the right record automatically. Emails can be sent directly from ERPNext with attachments and email templates, and scheduled for later if needed.

Incoming email and assignment

Email accounts can be connected, whether Microsoft 365, Google or your own mail server. Enquiries arriving in a shared mailbox or a specific folder can automatically create opportunities or leads. The sender is matched to an existing customer or lead. If the sender is unknown, a new lead is created. Assignment rules can route new opportunities and leads straight to the responsible sales person, for example by territory, product group or round robin.

Tasks, campaigns and newsletters

Tasks and follow-ups remind the team of the next step. Campaigns group activities, and newsletters go to contact groups. Email campaigns can send a sequence of emails to leads at set intervals, for example for follow-ups.

Dashboards and reports

Dashboards show pipeline, won and lost opportunities and conversion rates. Reports analyse by source, sales person and stage.

Data migration and data protection

Contacts, leads, customers and open opportunities can be migrated from your previous system, for example Microsoft Dynamics, Salesforce, HubSpot or spreadsheets. For data protection, consent can be collected in web forms, and requests to access or delete personal data under rules such as the GDPR can be handled with standard features.

How it connects to other modules

1. Selling: An opportunity becomes a quotation, a lead becomes a customer.
2. Projects and Support: Projects and tickets are visible on the customer.
3. Website: Web forms create leads directly.

Frequently asked questions

Can website enquiries create leads automatically? Yes. ERPNext web forms create leads directly. External forms can be connected via the API.

Can opportunities be shown as a Kanban board? Yes. Any list can be shown as a Kanban board by stage or status; cards are moved by drag and drop.

How are duplicate leads or customers cleaned up? Records can be merged; linked documents and communication are kept.

Can new customers get default payment terms automatically? Yes. Payment terms are set on the customer group and applied to new customers.

Can we connect our mailbox? Yes. Email accounts from Microsoft 365 or Outlook, Google or other providers can be connected. Incoming emails can be linked to the matching contact, lead or customer. Emails can be sent directly from ERPNext with attachments, email templates and scheduled sending.

Can we migrate data from our current CRM? Yes. Contacts, leads, customers and opportunities can be imported, for example from Microsoft Dynamics, Salesforce, HubSpot or spreadsheets.

Can sales stages be adapted to our sales process? Yes. Sales stages, opportunity types and lost reasons can be defined freely, so the pipeline and reports reflect your own process.

Can opportunities be assigned to the right person automatically? Yes. Assignment rules can assign new opportunities and leads automatically, for example by territory, product group or round robin.

Can enquiries be read with AI? Yes, if an AI service is connected. This is not a feature of ERPNext itself, but it can be added: the AI service extracts details such as company, contact person and request from incoming emails and adds them to the lead or opportunity. phamos has already implemented such an integration in a customer project.

How does ERPNext support GDPR compliance in CRM? Consent can be collected in web forms. Standard features cover requests to access or delete personal data, so such requests can be handled in a traceable way.

What is the difference between the CRM in ERPNext and Frappe CRM? The CRM module is part of ERPNext. Leads, opportunities, quotations, orders and invoices live in one system, which works well when sales and order processing work closely together. Frappe CRM is a standalone app with a modern interface built around the daily work of a sales team, for example with a clear pipeline and tasks and notes right on the deal. It can be used on its own or connected to ERPNext, passing customers and quotations across. Both work for B2B and B2C. Which one fits better depends mainly on how closely sales should be tied to the rest of the ERP.