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chore: updated README
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shariquerik committed Dec 11, 2024
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![Frappe CRM](.github/screenshots/FrappeCRMHero.png)
[Live Demo](https://frappecrm-demo.frappe.cloud/api/method/crm.api.demo.login) - [Website](https://frappe.io/crm) - [Documentation](https://docs.frappe.io/crm)

</div>

## Frappe CRM
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## Key Features

- **Views:** Create custom views which is a combination of filters, sort and columns.
- **Pinned View:** Pin important leads and deals 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/Deal Page.
- **Email Templates:** Create and use email templates for faster communication.
- **Comments:** Add comments to leads and deals to keep track of the conversation.
- **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.
- **Notes:** Add notes to leads and deals.
- **Call Logs:** See the call logs with call details and recordings.
- **User-Friendly and Flexible:** A simple, intuitive interface that’s easy to navigate and highly customizable, enabling teams to adapt it to their specific processes effortlessly.
- **All-in-One Lead/Deal Page:** Consolidate all essential actions and details—like activities, comments, notes, tasks, and more—into a single page for a seamless workflow experience.
- **Kanban View:** Manage leads and deals visually with a drag-and-drop Kanban board, offering clarity and efficiency in tracking progress across stages.
- **Custom Views:** Design personalized views to organize and display leads and deals using custom filters, sorting, and columns, ensuring quick access to the most relevant information.

## Integrations

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```
5. Access the crm page at `sitename.localhost:8000/crm` in your web browser.

### Frontend Development Setup

The Frappe CRM's frontend is a Vue.js application located in the `frontend/src` directory. Follow these steps to set up the frontend development environment:
1. Navigate to the app directory:
```bash
cd apps/crm
```
2. Install dependencies:
```bash
yarn install
```
3. Add the following line in your site's `site_config.json` file

```json
"ignore_csrf": 1
```

4. Start the development server:

```bash
yarn dev
```

5. Access the development site:
- Open `http://crm.localhost:8080/crm` in your browser
- Any changes to files in `frontend/src` will automatically reload in the browser

## Learn and connect

- [Telegram Public Group](https://t.me/frappecrm)
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