CRM Core

CRM Core is a suite of modules for providing CRM functionality natively within Drupal. Built using the Entity and Fields API, it is designed to be an extensible system for tracking contacts and relationships that can be customized and fully integrated with other components within your CMS. It is entirely possible to build a Drupal site that just tracks contacts using this module.

There is not an official release just yet, follow instructions for how to check it out of the git repository.

Overview

CRM Core provides support for the following types of entities:

• Contacts, including individuals, households and organizations.
• Relationships, for exposing the relationships between contacts.
• Activities, for storing information about interaction with contacts.

Custom entities of each type can be defined through a web-based administrative interface. All entities are fieldable, meaning you can add as many custom fields as you like as part of the package. This module also defines a number of views for searching contact information that can be customized with filters to address specific needs.

In addition to contact support, CRM Core provides integration with a number of other modules in Drupal.

• CRM User Sync integrates user accounts with contacts in CRM Core.
• CRM OG Sync integrates organic groups with contacts in CRM Core.

This list is growing and will include case tracking, Solr integration, services integration, reporting and some other features in the near future.

Projects and Examples

Open projects using CRM Core are becoming available and offer good examples of some of the unique things you can do with it. This list will grow as they continue to be released.

• Cal State Monterey Bay is using CRM Core as part of their student management system. A publicly available distribution is available from their githhub page.

Heads Up

As always, you should use the right tool for the job.

For anyone thinking about implementing CRM Core, you should consider the fact that there are a number of other great CRM solutions out there that integrate well with Drupal such as CiviCRM, Salsa and Salesforce.

CRM Core is not intended as a replacement for these systems, they are very good at what they do and it would require a great deal of effort to replicate their functionality. The idea behind CRM Core is to offer a Drupal-centric way of doing things that can be used in some new and unique ways that would be challenging to replicate with these systems. Really consider what you are trying to accomplish before using it.

Lastly

This module is built and supported by the friendly folks at Trellon. You can talk with us about it at heytrellon@trellon.com, or follow our exploits on our blog.

Downloads