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RedHen is a flexible and light-weight Drupal-native CRM that manages information about contacts, organizations, and their relationships with each other
RedHen is a flexible and light-weight Drupal-native CRM that manages information about contacts, organizations, and their relationships with each other. It comprises of an automated filter in the UI to let you filter by any field you add to contact, and a smart find-and-dedupe interface to keep contacts and the associated data spick and span.
It also provides engagement tracking, event registration integration, and customizable one-page donation forms.
Available for - Drupal 7 | Covered by Security Advisory
The Salesforce Suite enables the integration of Drupal and Salesforce, as a result of which, Drupal entities (for example, users, nodes, files) are synchronized with Salesforce objects (for example, contacts, organizations, opportunities).
In addition to this, it also provides the ability of mapping tool that can push Drupal data to Salesforce as well as pull, or import Salesforce data into Drupal.
The changes can be made in real-time or independently in batches during cron run.
Available for - Drupal 8 | Covered by Security Advisory
Watch this video to find out more on the same-
4. Webform2Sugar (SugarCRM)
There are two modules that connect to SugarCRM from Drupal. They are
- Drupal to Sugar
- Webform2Sugar
This module, however, in itself is available only for - Drupal 7 and not covered by the security advisory
The integration of Drupal and SugarCRM at webforms level results into a more powerful business solution, where an innate GUI is integrated with these both in the admin section
The integration of Drupal and SugarCRM at webforms level results into a more powerful business solution, where an innate GUI is readily integrated with these both in the admin section, to provide a more intimate mapping of modules and related fields without the need for any custom coding.
However, in case you have a multi-page webform, this module won’t function as required.
Available for - Drupal 7 | Covered by Security Advisory
B. Webform2Sugar:This user-friendly module works fine even if you have a multi-page webform. Similar to that of Drupal to SugarCRM, the mapping of the fields can be done directly from the admin UI. It can also capture webform results as a new lead in SugarCRM.
Available for - Drupal 7 | Not Covered by Security Advisory
5. Zoho CRM
Zoho CRM suite of modules ensures integration of Drupal with Zoho CRM. It ensures streamlining of Drupal objects (users, nodes, Ubercart orders) with Zoho CRM modules (Contacts, Accounts, Potentials, etc) to enable easy exchange of data from both ends.
It also defines the mapping between fields in the Drupal object and Zoho CRM module to send and receive data.
Available for - Drupal 7 | Not Covered by Security Advisory
6. CRM Core
With this module, you can manage contacts, activities, and relationships in your Drupal website. It also provides immense support to these entities and integrates several tools to make it easier for further support on the website.
It's features include-
- User sync allows contacts to be linked with user accounts.
- Match provides support for duplicate records
- Offers central repository for reports
- Allows administrators to handle the UI for managing contacts.
Available for - Drupal 7 | Covered by Security Advisory
The Leadsquared CRM module integrates with the Drupal form to capture the leads. The leads are captured majorly during:
- Registration
- Form Submit
- After publishing/payment/update of content
Available for - Drupal 7 | Not Covered by Security Advisory
8. Pardot integrationPardot facilitates the marketing and sales department to create, deploy, and manage online marketing campaigns that can increase ROI and maximize efficiency
Pardot provides a software-as-a-service marketing automation application to facilitate the marketing and sales department to create, deploy, and manage online marketing campaigns that can increase ROI and maximize efficiency. It features certified CRM integrations with salesforce.com, NetSuite, Microsoft Dynamics CRM, and SugarCRM, to empower marketers with lead nurturing, lead scoring, and ROI reporting for creating and qualifying sales leads, contracting sales cycles and displaying marketing accountability.
Available for - Drupal 7 | Covered by Security Advisory
9. Freshchat
This module helps you in engaging your site visitors and users to improve sales, gather feedback, and provide support.
Features include-
- Uses bot for the quick response
Engage dynamically with users through contextual and timely messages. The bot helps in capturing leads, validating and qualifying responses, and auto-uploading them into your CRM. Customize bot messages to deliver the right experience.
- Fetches more info to improve sales
With details available such as events timeline, user information, and social profiles, know what your visitors are up to. Fetches more info from external tools like CRM or order management systems for more relevancy.
- Retain customers
Setup in-app campaigns to get users, new users, onboard, retain old ones and re-engage lapsing customers. Send announcements, get feedback, and share product best practices inside the product to bridge the gap and maximize the impact.
Available for - Drupal 8 | Not Covered by Security Advisory
10. SnapEngageIncrease engagement with your visitors and improve your conversion rate to convert visitors and potential leads into customers
It is a straight-forward and streamlined live chat service. Increase engagement with your visitors and improve your conversion rate to convert visitors and potential leads into customers. Live chat with your visitors from your favorite instant messenger or mobile device and easily integrate with your existing CRM or Helpdesk solution.
Available for - Drupal 7 | Covered by Security Advisory
11. Optify
Optify offers a digital marketing software suite to easily create and manage several lead generation programs, nurture prospects, prioritize the best-performing programs and align the reporting of client results-just from one login.
In addition to this, it comprises of integrated SEO, email marketing, landing pages, lead intelligence and nurturing, contact management and seamless integration with Drupal.
Available for - Drupal 7 | Covered by Security Advisory
12. Vtiger CRM
Source: Drupal.org
Vtiger CRM comprises of three separate modules, each having distinct functionality. Let’s find out more on this-
- Vtiger CRM
This is the base module that provides forms for manipulating settings essential to connect with Vtiger CRM, along with the synchronization page and the VtigerCrmApi class with methods.
2. Vtiger EntityIt provides functionality that allows transferring any fieldable Drupal entity to any Vtiger CRM entity.
3. Vtiger WebformThis module provides a similar field-mapping UI to specify mappings between Webform components and Vtiger CRM modules. A new Vtiger record is created every time upon the submission of the Webform.
Available for - Drupal 7 | Covered by Security Advisory
13. Re:plainSource: Drupal.org
It is a flexible and scalable module as it lets you add those functions only that you need as per your business requirements
Re: plain makes communication simpler by providing you with your messenger from where you can directly chat with customers instantly. It is a flexible and scalable module as it lets you add those functions only that you need as per your business requirements. As a result, you can see a significant boost in your and your customers’ revenue.
Its features include-
1. Unlimited OperatorsAn unlimited number of people can respond to clients with the further option of transferring clients between operators.
2. Template answersInsert and utilize answers to a similar type of question to save time.
3. SchedulingSet this module to off or on mode automatically as per your working hours.
4. Integration With Google AnalyticsSend data directly to Google Analytics for deep insights.
5. BannersUse this feature to announce a sale, promote a new service, or just draw your clients’ attention to an FAQ section.
6. Custom FormsCollect your visitors’ information in customized forms. You can also customize the fields as per your requirement.
7. Video WelcomeIncrease the engagement of users by creating and uploading a video on YouTube and setting this link under the Video welcome feature.
8. Active InvitationSpecify the time when you want your visitors to see the welcome message.
9. RelevancyIntegrate it with your mobile applications, CRM, support services, and ERP to leverage the data insights it offers. It will assist in tapping the potential customers at the right time and thus, increasing the overall ROI.
Available for - Drupal 8 | Not Covered by Security Advisory
Final words
If your organization can integrate and deploy Drupal with any of the above-listed CRMs, there are no second thoughts that your organization will enjoy streamlined and optimized business processes in the long term. Consequently, it will strengthen sales and also make the whole process much more effective and capability-driven.
That said, Drupal installations are all unique because of the different modules and customizations that they use, so integration has to be set up differently by an expert.
Every integration module is not ready-to-use, so special care must be taken to ensure compatibility and effectiveness.
Srijan has a vast experience as well as skills that require integration of Drupal with CRM applications. It has helped its clients in building a reliable CRM strategy. Contact us now!
About Drupal Sun
Drupal Sun is an Evolving Web project. It allows you to:
- Do full-text search on all the articles in Drupal Planet (thanks to Apache Solr)
- Facet based on tags, author, or feed
- Flip through articles quickly (with j/k or arrow keys) to find what you're interested in
- View the entire article text inline, or in the context of the site where it was created
See the blog post at Evolving Web