Sales management (営業管理) for Frappe / ERPNext.
Provides deal pipeline management, lead scoring, activity tracking, and sales forecasting.
- Kanban pipeline board for deal management
- Lead scoring with configurable rules
- Activity timeline (calls, emails, meetings)
- Sales forecast with weighted pipeline
- ERPNext Quotation / Sales Order integration
- Campaign management
| DocType | Description |
|---|---|
| CRM Settings | Global CRM configuration |
| Deal | Deal (opportunity) management |
| Deal Stage | Pipeline stage definitions |
| Pipeline Board | Kanban board configuration |
| Lead Scoring Rule | Automated lead scoring rules |
| Activity | Activity records (calls/emails/visits) |
| Territory Target | Sales targets by territory |
| Sales Forecast | Revenue forecast entries |
| Campaign | Campaign management |
| Campaign Member | Campaign participants |
| Call Log | Phone call records |
| Meeting Note | Meeting notes and summaries |
| CRM Email Template | Email templates for CRM |
| CRM Notification Rule | Notification rules |
- Python 3.10+
- Frappe Framework v16+
- ERPNext v16+
bench get-app https://github.com/lifegence/lifegence-crm.git
bench --site your-site install-app lifegence_crm
bench --site your-site migrateMIT - see LICENSE
Contributions are welcome. Please open an issue or pull request on GitHub.