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Contributed modules

CRM Core

Drupal 7 will no longer be supported after January 5, 2025. Learn more and find resources for Drupal 7 sites

CRM Core is a set of modules for managing contacts, activities, and relationships within your Drupal website. It is designed to provide a basic framework for managing these items and interacting with other components of Drupal.

CRM Core is not a contact relationship management system itself, so much as a tool for developing your own systems for managing contact relationships. It provides the most basic elements a developer would need to create their system and goes from there.

This handbook discusses how to use, develop, and make the business case for CRM Core. It documents the development of CRM Core up to the 1.0 release and provides some insights around why it would be useful for any Drupal website.

Why use CRM Core?

CRM Core is a set of modules for managing contacts, activities and relationships within your Drupal website. It is designed to provide a

Getting started with CRM Core

This part of the guide will take you through the installation and setup process

Administrative Guide for CRM Core

CRM Core offers a number of tools for administrators to control the way it will operate in your Drupal site.

Developer Documentation for CRM Core

This section lays out some practical tips for developers looking to integrate their own modules and features with CRM Core.

Use Cases for CRM Core

CRM Core is good for handling information about people in your Drupal website. It is especially good at handling complex use cases where you

Features that Extend CRM Core

A feature may be a Feature in the Drupal module sense of the word, but it does not have to be.

CRM Core Profile Commerce Items configuration

This module allows to accept payments on the site with help of Drupal Commerce module together with creating/updating CRM Core data.

Frequently Asked Questions

The following questions get asked again and again for CRM Core, so here are some answers:

Related Content

CRM Core

CRM Core is a set of modules for managing contacts, activities and relationships within your Drupal website. It is designed to provide a basic framework for managing these items and interacting with other components of Drupal.

Overview

CRM Core allows you to manage contacts, activities and relationships in your Drupal website. It provides extensive support for these entities, and includes a number of tools to make them easier to support in your Drupal website.

  • User Sync allows contacts to be paired with user accounts.
  • Match provides support for deduplication.
  • Reports provides a central repository for reports.
  • CRM Core Settings allows administrators to control the UI for managing contacts.

In addition to these basic features, CRM Core integrates with a number of other components within Drupal, including views, VBO, ctools, rules, solr, services, field api and search api.

Why use CRM Core?

An extensive discussion of why you would want to use CRM Core can be found in the handbook. This page details the design philosophy behind CRM Core and other things to consider when trying to make the case for why you would want (or not want) to use it.

Tags

Drupal 7

Guide maintainers

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