to select ↑↓ to navigate
CRM

CRM

Frappe CRM can be installed in multiple ways, depending on your requirements. You can either use Frappe Cloud for a fully managed experience or install CRM on your own server.

The following sections explain each installation method in detail.


Managed Hosting (Frappe Cloud)

You can install Frappe CRM with a single click using Frappe Cloud, the managed hosting platform for Frappe applications.

  • Sign up here to get started
  • Your CRM instance will be ready in a few minutes

If you already have a Frappe Cloud site, you can install Frappe CRM directly from the Frappe Cloud Marketplace.


Self Hosting

Production Setup

Follow these steps to set up Frappe CRM in production:

Step 1: Download the easy install script

wget https://frappe.io/easy-install.py

Step 2: Run the deployment command

python3 ./easy-install.py deploy \
    --project=crm_prod_setup \
    --email=email.example.com \
    --image=ghcr.io/frappe/crm \
    --version=stable \
    --app=crm \
    --sitename subdomain.domain.tld

Replace the following parameters with your values:

  • your_email.example.com: Your email address
  • subdomain.domain.tld: Your domain name where CRM will be hosted

The script will set up a production-ready instance of Frappe CRM with all the necessary configurations in about 5 minutes.


Development Setup

Docker Setup

To run CRM using Docker, ensure the following are installed:

  • Docker
  • Docker Compose
  • Git

Refer to Docker documentation. After that, follow the steps below:

Step 1: Create a directory and download the required files

mkdir frappe-crm
cd frappe-crm

# Download the docker-compose file
wget -O docker-compose.yml https://raw.githubusercontent.com/frappe/crm/develop/docker/docker-compose.yml

# Download the setup script
wget -O init.sh https://raw.githubusercontent.com/frappe/crm/develop/docker/init.sh

Step 2: Start the containers

docker compose up -d

Step 3: Access the application.

The site http://crm.localhost:8000/crm should now be available. The default credentials are:

Username: Administrator
Password: admin

Local Setup (Bench)

  1. Setup Bench.
  2. In the frappe-bench directory, run bench start and keep it running.
  3. Open a new terminal session and cd into frappe-bench directory and run following commands:
$ bench get-app crm
$ bench new-site sitename.localhost --install-app crm
$ bench browse sitename.localhost --user Administrator
  1. Access the crm page at sitename.localhost:8000/crm in your web browser.

For Frontend Development

  1. Open a new terminal session and cd into frappe-bench/apps/crm, and run the following commands:
yarn install
yarn dev

  1. Now, you can access the site on the Vite dev server at http://sitename.localhost:8080

Note: You'll find all the code related to Frappe CRM's frontend inside frappe-bench/apps/crm/frontend

Last updated 1 week ago
Was this helpful?
Thanks!