Construction CRM

CRM Module for Construction Estimation — Powered by ERPNext | Joshua Hatfield / Hatty Ai

Forked from frappe/erpnext

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About

Construction CRM is the CRM module integrated into the construction-estimation platform — a full-stack construction estimating app built by Joshua Hatfield at Hatty Ai in Cibolo, Texas.

This repo is a fork of frappe/erpnext customized for the construction industry, providing:

• Lead & Contact Management — Track prospects and clients through the sales cycle
• Quotation & Proposal Workflow — Generate and manage construction bids and proposals
• Customer Portal — Self-service portal for construction clients
• Pipeline Management — Visual CRM pipeline for estimating teams
• Integration — Tightly integrated with the construction-estimation React/TypeScript frontend

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Tech Stack

• Frappe Framework — Full-stack Python/JavaScript web application framework
• MariaDB — Primary database
• ERPNext CRM — Core CRM engine (upstream: frappe/erpnext)

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Part of Construction Estimation Platform

This CRM module lives inside the larger construction-estimation platform as a git submodule:

construction-estimation/
├── src/          # React/TypeScript frontend (Vite + shadcn/ui)
├── server/       # Node.js API server
├── supabase/     # Database & auth
└── crm/          # This module (construction-crm)

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Setup

Prerequisites

• Docker & Docker Compose v2
• Node.js & npm (via nvm)
• Python 3.10+
• MariaDB

Local Development

# Clone the construction-estimation repo (includes this as submodule)
git clone --recurse-submodules https://github.com/jhatfield80/construction-estimation
cd construction-estimation/crm

# Or clone this CRM module standalone
git clone https://github.com/jhatfield80/construction-crm
cd construction-crm

# Install bench
pip install frappe-bench

# Setup bench
bench init --frappe-branch version-15 frappe-bench
cd frappe-bench

# Get this app
bench get-app https://github.com/jhatfield80/construction-crm

# Create site
bench new-site construction-crm.localhost

# Install app
bench --site construction-crm.localhost install-app erpnext

# Start server
bench start

Open http://construction-crm.localhost:8000 in your browser. Default credentials: username Administrator, password admin

Docker Setup

git clone https://github.com/frappe/frappe_docker
cd frappe_docker
docker compose -f pwd.yml up -d

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Author

Joshua Hatfield Hatty Ai | Cibolo, Texas

• GitHub: @jhatfield80
• Website: Hatty.ai

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License

GPL-3.0 — Forked from frappe/erpnext