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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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

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.

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.

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: 

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
Read more
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

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

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

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.

Read more
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.

seanberto's picture

RedHen CRM BoF today at Open Source Bridge

Start: 
2012-06-28 18:30 - 20:00 America/Los_Angeles
Organizers: 

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

seanberto's picture

RedHen CRM Demo

Last Tuesday I did a 20 minute demo of RedHen CRM at the PDUG meetup here in PDX.

This demo was based upon a sandbox sample install profile (and make file) at:

http://drupal.org/sandbox/seanberto/1490420

We'd love for you to check out the project. The sandbox is a lot like Commerce Kickstarter, in that it simply provides an example of what you can do with RedHen.

A quick run down of what you might want to check out in the distro:

  • Ability to manage custom entity bundles for contacts and organizations.
Read more
n_driver22's picture

Senior Drupal Developer | IT Talent

Employment type: 
Contract
Telecommute: 
Allowed

My client; a leading digital media agency in central London are urgently seeking a Drupal Developer for an initial 4-6 week contract.

The role will be predominantly be backend custom module development however front end skills are essential. The project is a complete re-development build of their website using Drupal 6 so demonstrable full life-cycle delivery necessary.

If you would like to find out more details on the role please don’t hesitate to get in touch - nicky.driver@it-talent.co.uk

Regards

Nicky

yautja_cetanu's picture

CRM / Party Update Meeting

Start: 
2012-04-20 15:00 - 15:30 UTC

Another Quick update on the CRM/ Party stuff. At the moment its mainly party people who go to these meetings and so we'll just be doing a small status update and talk about whats happening next as development looks to be going all out next month.

Anyone however is welcome to join us from any of the other iniatives if you want to give an update about where you are at or find out what we are up to.

20th of April, 3-3:30pm UK time

Tygerson's picture

Senior Drupal Developer | Structure Networks

Employment type: 
Contract
Telecommute: 
Not allowed

Duration: 6 months
Senior Drupal Developer – We are looking for a Drupal developer with extensive experience. We need a Drupal architect who has experience implementing combinations of Drupal core and 3rd party modules to create Enterprise level solutions. We also need a Senior Drupal developer who has extensive experience building Enterprise level Drupal sites and can lead a team of developers.

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jessehs's picture

Portland Oregon CiviCRM Meetup

Come meet others from the Portland Area who are interested in using or developing CiviCRM.
This is an informal gathering open to all those who are using, have intererest in using, or are developing CiviCRM.

When

March 29th, 2012 6:00 PM through 8:00 PM

Location

McMenamins - NW 23rd
1716 N.W. 23rd Ave
Portland, OR
United States

Find out more:

Official Event Info Page

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