CRM

We encourage users to post events happening in the community to the community events group on https://www.drupal.org.

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.

baff's picture

My experience with CRMs and a proposal

I am working for years with a CRM. It became the most important success factor for my company.

So I would write 2 issues - key features and approach

Key features
People (Organizations, Relationships): could be done with taxonomies, cck, ur relationship ...
Invoices (opportunities, offers): maybe with Ubercart intergration - sales pipeline concept should be possible
Contact History (emails, pn, phone calls, sms, visits, ...): maybe with views, heartbeat, activity ...
Tasks: with dates and cck (priorities)
Files: web file manager or similar module

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rlmumford's picture

Use Cases and User Types

In this post, http://groups.drupal.org/node/93504#comment-317734, it was suggested we make a list of use cases and user types, so I thought I'd explain what I'm interested in a DropCRM for. I build websites for churches so we need a system that connects people and respects the (often complicated) hierarchical leadership structures.

User Types

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  • Users/Contacts - These may or may not be able to log in they are people who have made contact with a church but not joined it. We probably want basic information on them.
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