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Merge pull request #41 from rtCamp/chore/readme
chore: update readme for Next CRM
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<div align="center"> | ||
<img width="60" src=".github/logo.png" alt="Next CRM Logo"> | ||
<h1>Next CRM</h1> | ||
</div> | ||
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<div align="center"> | ||
<a href="https://frappe.io/products/crm"> | ||
<img width="1402" alt="Screenshot 2022-09-18 at 9 16 08 PM" src=".github/screenshots/MainDealPage.png"> | ||
<img width="800" alt="Screenshot of Opportunity page" src=".github/screenshots/OpportunityPage.jpeg"> | ||
</a> | ||
</div> | ||
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<p align="center"> | ||
<a href="https://img.shields.io/github/issues/frappe/crm"> | ||
<img alt="issues" src="https://img.shields.io/github/issues/frappe/crm"> | ||
</a> | ||
<a href="https://img.shields.io/github/license/frappe/crm"> | ||
<img alt="license" src="https://img.shields.io/github/license/frappe/crm"> | ||
</a> | ||
</p> | ||
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<details> | ||
<summary>Show more screenshots</summary> | ||
<img width="1402" alt="Screenshot 2022-09-18 at 9 18 17 PM" src=".github/screenshots/DealsList.png"> | ||
<img width="1402" alt="Screenshot 2022-09-18 at 11 47 06 PM" src=".github/screenshots/LeadPage.png"> | ||
<img width="1402" alt="Screenshot 2022-09-18 at 9 18 47 PM" src=".github/screenshots/Emailtemplates.png"> | ||
<img width="1402" alt="Screenshot 2022-09-18 at 9 18 47 PM" src=".github/screenshots/CallUI.png"> | ||
<img width="1402" alt="Screenshot 2022-09-18 at 9 18 47 PM" src=".github/screenshots/CallLogs.png"> | ||
</details> | ||
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## Key Features | ||
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- **Views:** Create custom views which is a combination of filters, sort and columns. | ||
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- **Notifications:** Get notified when someone mentions you in a comment. | ||
- **Service Level Agreement:** Set SLA for leads and deals and get notified when the SLA is breached. | ||
- **Assignment Rule:** Automatically assign leads and deals to users based on the criteria. | ||
- **Tasks:** Create tasks for leads and deals. | ||
- **ToDos:** Create todos for leads and deals. | ||
- **Notes:** Add notes to leads and deals. | ||
- **Call Logs:** See the call logs with call details and recordings. | ||
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## Integrations | ||
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- **Twilio:** Integrate Twilio to make and receive calls from the CRM. You can also record calls. It is a built-in integration. | ||
- **WhatsApp:** Integrate WhatsApp to send and receive messages from the CRM. [Frappe WhatsApp](https://github.com/shridarpatil/frappe_whatsapp) is used for this integration. | ||
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## Getting Started | ||
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### Managed Hosting | ||
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Get started with your personal or business site with a few clicks on [Frappe Cloud](https://frappecloud.com/marketplace/apps/crm). | ||
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### Docker (Recommended) | ||
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The quickest way to set up Next CRM and take it for a test ride. | ||
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Frappe framework is multi-tenant and supports multiple apps by default. This docker compose is just a standalone version with Next CRM pre-installed. Just put it behind your desired reverse-proxy if needed, and you're good to go. | ||
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If you wish to use multiple Frappe apps or need multi-tenancy. Take a look at our production ready self-hosted workflow, or join us on Frappe Cloud to get first party support and hassle-free hosting. | ||
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**Step 1**: Setup folder and download the required files | ||
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mkdir frappe-crm | ||
cd frappe-crm | ||
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**Step 2**: Download the required files | ||
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Docker Compose File: | ||
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wget -O docker-compose.yml https://raw.githubusercontent.com/frappe/crm/develop/docker/docker-compose.yml | ||
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Next CRM bench setup script | ||
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wget -O init.sh https://raw.githubusercontent.com/frappe/crm/develop/docker/init.sh | ||
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**Step 3**: Run the container and daemonize it | ||
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docker compose up -d | ||
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**Step 4**: The site [http://crm.localhost](http://crm.localhost) should now be available. The default credentials are: | ||
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> username: administrator | ||
> password: admin | ||
### Self-hosting | ||
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If you prefer self-hosting, follow the official [Frappe Bench Installation](https://github.com/frappe/bench#installation) instructions. | ||
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## Want to Just Try Out or Contribute? | ||
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### Codespaces | ||
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1. Open [this link](https://github.com/codespaces/new?hide_repo_select=true&ref=master&repo=668199241&skip_quickstart=true&machine=standardLinux32gb&devcontainer_path=.devcontainer%2Fdevcontainer.json&geo=SoutheastAsia) and click on "Create Codespace". | ||
2. Wait for initialization (~15 mins). | ||
3. Run `bench start` from the terminal tab. | ||
4. Click on the link beside "8000" port under "Ports" tab. | ||
5. Log in with "Administrator" as the username and "admin" as the password. | ||
6. Go to `<random-id>.github.dev/crm` to access the crm interface. | ||
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### Local Setup | ||
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1. [Install Bench](https://github.com/frappe/bench). | ||
2. Install Next CRM app: | ||
2. [Install ERPNext](https://github.com/frappe/erpnext) | ||
2. Get the Next CRM app: | ||
```sh | ||
$ bench get-app crm | ||
$ bench get-app https://github.com/rtCamp/next-crm --branch next-develop | ||
``` | ||
3. Create a site with the crm app: | ||
```sh | ||
$ bench --site sitename.localhost install-app crm | ||
$ bench --site sitename.localhost install-app next_crm | ||
``` | ||
4. Open the site in the browser: | ||
```sh | ||
$ bench browse sitename.localhost --user Administrator | ||
``` | ||
5. Access the crm page at `sitename.localhost:8000/crm` in your web browser. | ||
5. Access the crm page at `sitename.localhost:8000/next-crm` in your web browser. | ||
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## Need help? | ||
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Join our [telegram group](https://t.me/frappecrm) for instant help. | ||
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## Documentation | ||
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Check out the [official documentation](https://docs.frappe.io/crm) for more details. | ||
Reach out to us at [[email protected]](mailto:[email protected]) for help. | ||
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## License | ||
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