Next CRM

Key Features

Views: Create custom views which is a combination of filters, sort and columns.
- Pinned View: Pin important leads and opportunities in the sidebar.
- Public View: Share views with all users.
- Saved View: Save views for later use.
Email Communication: Send and receive emails directly from the Lead/Opportunity Page.
Email Templates: Create and use email templates for faster communication.
Comments: Add comments to leads and opportunities to keep track of the conversation.
Notifications: Get notified when someone mentions you in a comment.
Service Level Agreement: Set SLA for leads and opportunities and get notified when the SLA is breached.
Assignment Rule: Automatically assign leads and opportunities to users based on the criteria.
ToDos: Create todos for leads and opportunity.
Notes: Add notes to leads and opportunity.
Call Logs: See the call logs with call details and recordings.

Get the Next CRM app:

$ bench get-app https://github.com/rtCamp/next-crm --branch next-develop

Create a site with the crm app:

$ bench --site sitename.localhost install-app next_crm

Open the site in the browser:

$ bench browse sitename.localhost --user Administrator

CRM Invitation – Permissions from the ERPNext CRM module are used directly.
Ability to link to ERPNext on a different site – Not required as this is tightly integrated with the ERPNext CRM module.

We’d love your feedback! Please check it out and share your thoughts on Discuss Forum.