to select ↑↓ to navigate
CRM

CRM

Open in ChatGPT
Ask ChatGPT about this page
Open in Claude
Ask Claude about this page

Installation

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 month ago
Was this helpful?
Thanks!