Drupal CRM + Accounting Package

I have a web design firm and would love to setup my Drupal site to handle all client accounting, billing, and project management. Has anybody done this? I will share how it goes for me...

There were a couple of

Suuch - July 31, 2007 - 19:32

There were a couple of modules that have come up in the past to do something like that. But we're in a similar situation and we use a system that's setup something like this:

Project Manager: case_tracker that's only open to staff
Support Website: 3rd-party email ticketing system that's open to both staff and customers (in theory case_tracker can do this too). Support tickets are only replicated on the project manager if they require extensive twiddling to close.
Accounting & Billing: custom module we developed for the Ghanaian market. It's changing all the time, but there's a 5.x port we made for the fun of it (we use 4.7.x in all instances above). Allows you to enter payments/receipts and is also available to customers to monitor their own accounts.

Suuch Solutions supports The GhanaThink Foundation

Module

weblinq - September 26, 2007 - 12:11

Me too. Did you already found a solution? Or is there a solution? Maybe we can gather a group of different people who are interessed in this functionality and develop a new module. I am not a programmer, but I'm more a person who do the testing and make the documentation.

I'll Second that!

chuckienorton - September 28, 2007 - 01:20

I also have a web development company that I'm trying to find good CRM software - to integrate billing if possible. All the stuff I've seen is so stinking big, with a lot of focus on customer numbers, etc. I have fewer clients, with bigger projects. But some of the guys on my team couldn't use XRMS as is - it's just too overwhelming for a designer.

Using a drupal module would be a great solution, it's easy to integrate, and usually easy to use.

Good News

figover - August 20, 2009 - 16:51

We are going to launch a module with the name accounting system in drupal cms.

Plz discuss here

http://groups.drupal.org/accounting

http://drupal.org/node/554924

 
 

Drupal is a registered trademark of Dries Buytaert.