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Open CRM is a fully featured native Drupal CRM solution based on the Party Module with the aim of having a comparable feature set to other popular CRM systems such as CiviCRM.

A Party is record in the CRM system, a contact like an individual or
organisation.

This module is aimed at developers who might be looking at integrating CRM systems such as CiviCRM into their existing website. If you're making a new site and want to use Open CRM, we reccomend you try the install profile here..

Party Dashboard

Party Dashboard allows you to easily navigate and control the records in your database. By making use of Search API, SOLR and Facets it is quick and easy to find the record you want, even in systems with 100,000+ contacts. Our largest client currently uses Party Dashboard to manage 225,000 contacts!

The Party Dashboard looks the cleanest with our admin theme that uses flexbox to generate a web application style layout. We hope to make this theme available shortly.

Features

Open CRM - Provides basic CRM functionality and the Party Dashboard. This uses the Search API to provide search facets which is a incredibly easy way of obtaining simple reports from your data.

Search allows you to scale to at least over 100,000 records. Due to Panels and views this dashboard is highly customisable.

Open CRM User - Provides front-facing CRM functionality allowing users to take control of their own data through a user dashboard. Party Acquisitions allows any new user to take
over the data that is about them using another highly customisable set of rules that cater for a variety of security situations. Users are also allowed to relate themselves to organisations and using Organic Group roles have permissions that allow them to edit their own organisations or designate others as editors.

Open CRM Booking (Coming soon [Issue Link]) This is an advanced event booking module. It allows the creation of events that users can book on. Booking managers can manage multiple tickets on a single booking and it allows for advanced payment options such as partial payments with deposits and complex pricing rules based on age, booking windows or other factors. Commerce allows integration with sage pay and this module provides a few helpful
reports for managing your events. Individuals and their bookings can be managed through the Party Dashboard.

Open CRM Commerce (Coming soon [Issue Link]) - Provides integration with Drupal Commerce and allows you to manage orders and customers via the party dashboard so that everything is in one place. This "just works" with commerce kickstart alongside

Open CRM Mailing (Coming soon [Issue Link])- Turns Simplenews into a fully featured newsletter solution completely integrated with Drupal. It allows standard simplenews newsletters that can be managed through the party dashboard and allows one off bulk mailing based on an ad-hoc selection of facets using VBO. Simplenews 2.x can use Panels to allow for advanced mailing layouts.

What is Party?

The Party Entity is an entity that represents some party in real life. For
example if there is a person called Fred who's information is in your system the Party represents that person. The Party entity stores almost no information about Fred. Instead, the actual information about Fred is stored in Data Sets that are attached to a Party. This is because in Drupal most of the information about an individual is stored in entities in lots of different modules. This allows the Party to take data from external Data sources.

Related modules

- Commerce Bookkeeping - This allows OpenCRM booking and OpenCRM Commerce to store double entry bookkeeping transactions that allows for easy integration with Accounting systems such as Sage.

Project information

Releases