Hi everyone,
I am on a first date with Storm. For our company we use vTiger CRM which is very poor on the project management side but strong as a CRM.
I am very excited about the way Storm fills in the project management gap. In my case, I am not fond of using 'yet another system' to use. I would like to combine CRM, Project Management, Support, Intranet and a customer front end in one. Right now, I run these separately which is not very efficient. For instance, our intranet has a knowledgebase. Storm also has a knowledge base. Storm tracks time and can create invoices for billable hours. But our CRM can generate quotations and send invoices for products, not just billable hours.
My question is quite simple I guess.... I would like to have a Drupal install with Storm for the project management side of things as well as the knowledgebase. Then add Ubercart for the invoicing, quotations and customer front end ordering. If I can build views and panel pages I can create interfaces like customer dashboards and summaries for our employees and developers.
It seems to me Storm is tantalizingly close to being an all out CRM. If it treats ubercart users as persons in it's organizations, talks to ubercart's invoicing, inventory and quotation methods, allows for email updates to customers from it's ticketing system and charts/stats (like http://drupal.org/project/support), you would only require some extra content types for leads, prospects and potentials. Throw in panels and views..... and you're in paradise!
Am I wrong? Is this possible already but am I missing something? Looking forward to hear any thoughts and comments.
Comments
It's possible, but to "jump
It's possible, but to "jump the gap", you'll probably need to put a few resources in to help Storm complete the journey...
On the upside though, it sounds from the issues queue and votes here that this is a popular subject. Perhaps a few people would like to club together to get something sorted.
I am also interested in this
I am also interested in this idea. Have a look at http://dropcrm.org/ :
The FAQ page also has:
I am uncertain as to how active that project is, but anyhow perhaps some collaboration between Storm and DropCRM might be useful. I am also brand new to Storm and, at this point, just looking to see what it has.
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related issue ->
related issue -> http://drupal.org/node/839010
I'm interested in this also
I've been using CCK views and panels to build around Storm to make it more "CRM like" as well as to make it more GTD friendly for my own use, to help me manage my own business and life in general.
I have built and continue building content types (e.g. I'm in the process of building an "Opportunity" content type to help forecast the value of an opportunity, a series of pipeline stages to track the progression of an opportunity from discovery to close.). But, they are not truly integrated into Storm itself. I'm just using Views and Panels to develop interfaces that make them appear and function as if they're connected.
I would welcome the input of anyone, though, who knows how to formally integrate a custom content type into Storm.