I’ve been looking at the CRM capabilities of ERPNext for quite a while. They are a little basic but workable but I would agree that some features and polish are needed to take it to the level of Zoho and Odoo etc.
There’s also been a few bugs that needed fixing with CRM and email handling that under my support contract with Frappe are getting fixed. For example vers 7 did not show the older sections of mails in conversations but this got broke and hasn’t been fixed yet. Frappe have done an excellent job this year with really fixing a high number of bugs and introducing some great new features in the whole of the application. But it’s so wide ranging that CRM doesn’t always get the attention that perhaps it’s requires and deserves.
I think we need to clearly demarcate some specific issues or new features and I hope that the company I work for may be able to contribute a little towards this work too.
I will dig out my list of bugs and features that I have and see if there is anything else significant that needs adding to your list. I think it’s also a case of being realistic about what’s achievable in a certain time frame too.
It’s also worth saying that I’m not sure currently how much CRM is used compared to traditional ERP type features such and Production Orders and Stock functions by the community as I’ve noticed and logged a number of email issues that I was surprised had not been noticed by others first, or in higher numbers. For example, if you received an email from someone with accentuated characters in their name in your inbox that the accents would get removed on saving as a Contact. As a system with so many international users I’m surprised that although fixed just now that no one else had commented on this.
But CRM is working better than it ever has been this year and it’s a great base from which develop further so I’m very hopeful of the future.