Frappe CRM & ERPNext Customization

Замовник: AI | Опубліковано: 03.01.2026

I need an experienced Frappe developer who can dedicate a full-time schedule—roughly eight hours each day for the next two weeks—to tailor our existing CRM instance and extend it into ERPNext. The work centres on three concrete customisation layers: building new modules, wiring up custom workflows, and producing actionable custom reports. The environment is already live, but it needs to support a CRM-driven operation where lead management, sales tracking, and customer support sit at the heart of daily activity. I am therefore expecting well-structured DocTypes, permission logic that mirrors real-world approval flows, and dashboards that surface KPIs in real time. Key scope and deliverables • Design and implement the required custom workflows—no hard-coding; everything configurable through the Frappe framework. • Develop the new modules that plug seamlessly into both the CRM and ERPNext, following Frappe’s best practices for naming series, role-based access, and server-side scripting (Python) where necessary. • Create custom reports that users can export to Excel or PDF, with filters for date, territory, and sales stage. • Migrate or transform any existing data needed for the new modules without downtime. • Provide concise hand-off documentation and a quick walkthrough video at the end of the engagement. Acceptance criteria 1. All custom workflows function from lead creation through opportunity closure without console errors. 2. New modules are visible in the desk, role-secures, and pass a basic code review (flake8 clean, no circular imports). 3. Reports load in under three seconds using realistic data volumes. 4. All changes are committed to our Git repository with clear commit messages and merged via pull request. The stack you will interact with includes Frappe/ERPNext (latest v14), Bench CLI, MariaDB, Redis, and Nginx on Ubuntu. Access will be via our staging server first, then production after sign-off. If you are ready to jump straight in for two focused weeks and own these deliverables end-to-end, let’s get started.