CRM

This is the group for you if you would just like to use a CRM solution for Drupal and want to weigh in on features and ideas. It's also a good place to read or post announcements about modules and other projects that are ready for testing and use.

This group is a user-focused parallel to the CRM API group, which is more about the nuts and bolts about building CRM tools. If you are actively working on building a CRM solution for Drupal, please consider participating in both groups.

Allie Micka's picture

Post your user story!

Want to get involved in the Drupal CRM initiative but don't know a Party from an Arity? Want to make sure that the folks in the CRM API group are working on something that will satisfy your goals for managing contacts and relationships? Make your voice heard by posting your own user stories here!

What are user stories?

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State of CRM projects

Building a CRM system that is flexible enough for everyone, yet supportable for the long haul is a pretty big challenge. There are several different development initiatives, each with a different perspective on the problems, and each with a different set of developers.

In the interest of forward progress, we've agreed that it is OK to continue developing these projects independently, even though they might duplicate or even conflict with each other. But each of these developers values the idea of coming together to find common ground and areas for collaboration. There is a regularly-scheduled meeting for CRM developers to discuss their progress and ideas.

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Michael McAndrew's picture

CiviCon Denver 2015

Start: 
2015-04-22 09:00 - 2015-04-23 17:30 America/Denver
Organizers: 
Event type: 
Related event (ie. not Drupal specific)

CiviCon is the largest annual gathering for the community using and supporting CiviCRM, the free, open source CRM solution for nonprofits and civic-sector organizations with out of the box integration with Drupal.

Join us for the opportunity to network and learn from the most active users and implementers in the CiviCRM community. Whether you’re a user looking to share experiences and gain new knowledge or you’re a implementer looking to take your skills to the next level, CiviCon’s fantastic line-up of expert speakers and tracks will have something for everyone!

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seanberto's picture

RedHen Raiser - "Peer-to-Peer" Fundraising Distro Released

Heya "Drupal For Good" and "Drupal CRM Interested" folks,

I'm happy to announce that ThinkShout has just released RedHen Raiser (https://www.drupal.org/project/redhen_raiser), a peer-to-peer fundraising distribution built on top of RedHen CRM and Drupal Commerce. In shipping this solution, we also rolled new releases of RedHen CRM (https://www.drupal.org/project/redhen), RedHen Campaign (https://www.drupal.org/project/redhen_campaign|), and the RedHen Donation (https://www.drupal.org/project/redhen_donation) modules.

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Michael McAndrew's picture

CiviCon London 2014

Start: 
2014-09-25 09:00 - 2014-09-26 17:30 Europe/London
Event type: 
Related event (ie. not Drupal specific)

Whether you're already using or considering using CiviCRM, the conference is packed with the essential presentations, workshops and people that will help your organisation get the most from CiviCRM.

See videos from last years attendees here: https://london2014.civicrm.org/videos

Each year CiviCRM gets better. Organisations, implementers and the core team develop new tools and ways of working with Civi. CiviCon will keep you up to date with the latest functionality and inform you about the future of the project.

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zfactor's picture

Blog series comparing CRM Core and Redhen

Hi folks,

I just started a blog about digital experience management with Drupal, and am writing a series comparing CRM Core and Redhen features. A lot of people seem to have questions about the similarities and differences between the two modules. Since I am researching just that for a project now, I figured I would share my findings.

The first post is here:

http://thedrupalexperience.com/article/crm-core-vs-redhen-pt-1-differenc...

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zfactor's picture

Why did you choose Redhen or CRM Core?

I am just curious to hear why people chose to use CRM Core or Redhen for their particular projects over other available options (Profile, 3rd party CRM, etc). I am currently evaluating CRM solutions for a project I am working on, and am interested in hearing stories from others who have gone through similar processes and settled on a native CRM solution.

I am not looking to start a debate about which of these modules - Redhen or CRM Core - is better than the other, or the differences between the two. I spent a good deal of time with each, and think they are both great modules.

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zfactor's picture

CRM Core integration with Webforms

Hi folks,

Has anyone found a module or built custom integration between CRM Core and Webforms? I see that this integration exists for Redhen, so I figured someone may also have built it for CRM Core.

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nilesh.rohra's picture

Webinar: How to Migrate from .NET to Drupal – November 13@ 1:00 PM EST

Start: 
2013-11-13 13:00 - 14:00 America/New_York
Event type: 
Training (free or commercial)

Join Acquia and DOOR3 for an informative webinar on why migrating to Drupal CMS provides the flexibility and ROI your organization desires. With a strong practice around both .NET and open source (and Drupal), we understand all of the pros, cons and realities when it comes to CMS migrations. You'll hear an informative discussion on why this is the last move you’ll ever have to make.

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zorbtrauts's picture

CRM Core Donation - Feature, Install Profile, and Video released!

Trellon has released CRM Core Donation. This is the first major feature built with CRM Core. It includes the ability to create custom donation forms, automatic contact matching, and integration with Drupal Commerce. We will be rolling out additional features in the near future.

You can read about it and watch a video that demonstrates the creation of custom donation forms on our blog at: http://www.trellon.com/content/blog/crm-core-donation

CRM Core Donation is available at:
https://drupal.org/project/crm_core_donation

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Soniashaik's picture

Job: Drupal Team Lead | CompIndia

Employment type: 
Full time
Telecommute: 
Not allowed

If you are the BEST Drupal Experts in Chennai and have the REAL experience working in IT industry If so, here is a chance to take your career to the next level.

We are looking for Drupal Experts who have a minimum of 4 years experience in Drupal and about 5 years of programming experience with PHP. This is Immediate requirement. If you are interested please contact Sonia at sbanu@compindia.com

Don't miss this wonderful opportunity to take your career to the next level.

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seanberto's picture

RedHen CRM case studies needed

Hi RedHen users,

I just got back from NTEN's annual Nonprofit Technology Conference. There is a ton of interest in RedHen and a few larger nonprofits as well as a handful of larger Drupal shops interested in leveraging RedHen on large-scale Drupal-CRM projects. It's great to see RedHen gain traction and ThinkShout is very interested in supporting other developers who seek to contribute to the project.

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Michael McAndrew's picture

CiviCon San Francisco 2013

Start: 
2013-04-25 09:00 - 2013-04-26 17:00 America/Los_Angeles
Organizers: 
Event type: 
User group meeting

CiviCon is the annual conference for users, implementors, and developers of CiviCRM and offers a unique opportunity to network with the most active users and implementors in the community.

This year we have expanded CiviCon into a two day event, so there are even more opportunities to:

  • find out how make the most out of your CiviCRM installation
  • learn about what's new and upcoming in the project
  • connect with other users and service providers
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seanberto's picture

Capital Camp CRM BoF

Looking to do a BoF tomorrow at Capital Camp on native CRM solutions for Drupal. I'll ping this thread with the details once I have a time/location. If you're interested, LMK.

Sean

http://twitter.com/sean_larkin

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seanberto's picture

Great podcasts on native CRM in Drupal

Modules Unravelled just completed its fourth podcast on open source CRM solutions in Drupal. They cover CiviCRM, Party, RedHen CRM and CRM Core. The content is great. I highly recommend that you check them out if you're interested in this work:

http://modulesunraveled.com/podcast

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seanberto's picture

Does CRM (the technology) need to be defined?

We no longer bother to explain the acronyms TV, DVD, RAM, and more...

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yautja_cetanu's picture

CRM Party Skype Chat - 20th Jul 2012 3pm UTC

Start: 
2012-07-20 03:00 - 03:30 UTC
Event type: 
Online meeting (eg. IRC meeting)

We haven't had one of these meetings in a while. Originally these meetings were for all CRM people but not they have become more like Party meet ups however everyone is welcome if you've done something in CRM and want to chat about it feel free to join us.

Work on the Party module is going full steam ahead with multiple different companies working on it together. We're still not at a point of release although we do have one client using it in production.

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seanberto's picture

RedHen CRM Alpha1 released - Native CRM in Drupal 7.x

After 800 hours of development, ThinkShout's proud to announce the Alpha1 release of RedHen CRM - a native CRM framework for Drupal 7.

For more information, please check out our two-part blog post describing the architecture and feature set:

http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-1

http://thinkshout.com/blog/2012/06/sean/redhen-crm-part-2

You can also learn more about the project on D.O at: http://drupal.org/project/redhen.

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seanberto's picture

RedHen CRM BoF today at Open Source Bridge

Start: 
2012-06-28 18:30 - 20:00 America/Los_Angeles
Organizers: 
Event type: 
Training (free or commercial)

Tonight at 6:30pm PST Lev Tsypin from ThinkShout will be hosting a RedHen CRM BoF as part of Open Source Bridge here in PDX.

If you're in town and interested, please check it out:

http://opensourcebridge.org/sessions/930

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