Drupal CRM Core Overview

Drupal-crm-core, CRM Core manages contacts, activities, and relationships. These modules integrate seamlessly within a Drupal website.

Use Cases

Customers recommend Contact List Management, Communication Management, Engagement Management, as the business use cases that they have been most satisfied with while using Drupal CRM Core.

Other use cases:

  • Lead Tracking
  • Opportunity Management
  • Digital Signature
  • Event Management
  • Trade Show Marketing
See all use cases See less use cases

Drupal CRM Core Use-Cases and Business Priorities: Customer Satisfaction Data

Drupal CRM Core works with different mediums / channels such as Website, and Offline,

Reviews

"...CRM Core is a set of modules for managing contact records within a Drupal site, providing support for contacts, relationships and activities...." Peer review

Drupal CRM Core, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Drupal CRM Core

Top Industries

  • Computer Software
  • Government Administration
  • Internet

Popular in

  • Mid Market

Drupal CRM Core is popular in Computer Software, Government Administration, and Internet and is widely used by Mid Market,

Comprehensive Insights on Drupal CRM Core Use Cases

Why is Drupal CRM Core the best choice for Contact List Management?

Drupal CRM Core Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.99/5

Read Reviews (14)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.99/5

Read Reviews (14)

Software Failure Risk Guidance

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for Drupal CRM Core

Top Failure Risks for Drupal CRM Core

Drupal Feeds

Drupal 10.3 is now available

New in Drupal 10.3

The third and final feature release of Drupal 10 ships with a new experimental Navigation user interface, stable Workspaces functionality, stable Single-Directory Components support, simplified menu editing, taxonomy moderation support, new recipe and access policy APIs and more.

New experimental Navigation module

The new Navigation module provides a redesigned collapsible, vertical navigation sidebar for the administrative user interface. Sub-menus open on a full height drawer that can accommodate deeper navigation levels. On smaller viewports, the toolbar is placed on top of the content, and opens with an overlay.

Variations of the new Navigation module's user interface

The Navigation module allows multiple types of customization, like adding new custom menus or changing the default Drupal logo provided. It also uses the Layout Builder module, so that site builders can easily add or reorder these menu blocks.

The Navigation module includes a new content creation and management menu, which allows quick access to content-related tasks to increase usability for content users.

Stable Workspaces module

The Workspaces module allows Drupal sites to have multiple work environments, enabling site owners to stage multiple content changes to be published all at once. It has long been available in Drupal core as an experimental module. Following the module's use in production sites, the remaining stable blocking issues have been resolved, so now it is available to all!

Workspaces are sets of content changes that are prepared and reviewed together. This is a differentiating feature for Drupal that is important for many large organizations' websites. An organization might use Workspaces to ensure all relevant content goes live simultaneously for a new product launch, or with the outcomes of sporting or election events.

Stable Single-Directory Components

Single-Directory Components (SDCs) are Drupal core’s implementation of a user interface components system. Within SDC, all files necessary to render the user interface component are grouped together in a single directory. This includes Twig, YAML, and optional CSS and JavaScript. SDC support was added to Drupal core in 10.1 as an experimental module. The solution has been very well-received and is now part of the base system. No need to enable a module to use this feature.

Simplified content organization

Menu item editing is now simplified. Advanced options are displayed in a sidebar to help content editors focus on what is most important for the menu item. Taxonomy terms also now have both a dedicated user interface to edit earlier revisions and content moderation support.

New Recipes and Default Content APIs

Drupal recipes allow the automation of Drupal module installation and configuration. Drupal recipes are easy to share, and can be composed from other Drupal recipes. For example, Drupal 10.3 includes a Standard recipe providing the same functionality as the Standard install profile. It is a combination of 16 component recipes that can be reused in other recipes.

Recipes provide similar functionality to install profiles but are more flexible. With install profiles only one can be installed on a site. With recipes, multiple recipes can be applied after each other.

Install profiles/distributions Recipes
Lock-in Not possible to uninstall (until Drupal 10.3) No lock-in
Inheritance Cannot extend other profiles or distributions Can be based on other recipes
Composability Cannot install multiple profiles or distributions Multiple recipes can be applied on the site and be the basis of another recipe

The recently announced Starshot Initiative will rely heavily on recipes to provide composable features.

The added APIs include Configuration Actions, Configuration Checkpoints and Default Content.

Additionally, it is now possible to install Drupal without an install profile, or to uninstall an install profile after Drupal is already set up.

Animation of the Standard profile being uninstalled

More flexible access management with the new Access Policy API

The new Access Policy API supports the implementation of access management solutions that go beyond permissions and user roles. Other conditions and contexts may be taken into account, like whether the user used two-factor authentication, or whether they reached a rate limit of an activity. Drupal's existing permission- and role-based access control has been converted to the new API, and custom or contributed projects can add more access policies.

The future of Drupal 10

Drupal 10.3 is the final feature release of Drupal 10. Drupal 11 is scheduled to be released the week of July 29th. With that, Drupal 10 goes into long-term support. While more minor releases will be made available of Drupal 10, they will not contain new features, only functionality backported to support security and a smoother upgrade to Drupal 11. Drupal 10's future minor releases will be supported until mid- to late 2026, when Drupal 12 is released and Drupal 11 enters long-term support.

Core maintainer team updates

Cristina Chumillas (at Lullabot), Sally Young (also at Lullabot) and Théodore Biadala (at Très Bien Tech) were all promoted from provisional to full Drupal Core Frontend Framework Managers.

Alex Pott (at Acro Commerce and Thunder), Adam Globus-Hoenich (at Acquia) and Jim Birch (at Kanopi Studios) are the maintainers of the new Default Content and Recipes subsystems.

Andrei Mateescu (at Tag1 Consulting) is the maintainer of the newly stable Workspaces module.

Ivan Berdinsky (at Skilld) became a co-maintainer of the Umami demo.

Daniel Veza (at PreviousNext) is a new co-maintainer of Layout Builder.

Mateu Aguiló Bosch (at Lullabot) and Pierre Dureau are new co-maintainers of the Theme API, focusing on Single-Directory Components.

Want to get involved?

If you are looking to make the leap from Drupal user to Drupal contributor, or you want to share resources with your team as part of their professional development, there are many opportunities to deepen your Drupal skill set and give back to the community. Check out the Drupal contributor guide, or join us at DrupalCon Barcelona and attend sessions, network, and enjoy mentorship for your first contributions.

19/06/2024 - source

UCSF Department of Surgery

UCSF Department of Surgery on multiple devices

An intuitive user experience that reassures patients and inspires future residents.

The Department of Surgery at the University of California, San Francisco is one of the leading surgical departments in the world with a rich history of scientific, educational, and clinical advancements. Although their care is primarily dedicated to the people of the San Francisco Bay Area (with six major area hospitals), their reputation draws patients nationally and internationally. UCSF surgeons perform a high volume of advanced, complex and technically challenging procedures. This allows them to continually improve their skills, resulting in better outcomes for patients.

The Challenge

The Department of Surgery consisted of over 80+ domains ranging from research-focused, to patient-focused, to those geared towards residents. All were built using a proprietary CMS with no cohesive way to navigate between the various domains. Even worse, many of the domains/departments were creating their own layouts, navigation, and design signals, so there was little consistency between them.

There was also no content strategy whatsoever. Most site users identified as patients and their family members trying to learn more about specific conditions and procedures, which drove organic traffic to pages other than the homepage. But those pages weren’t easy to navigate, and visitors encountered many content dead-ends — with no idea where to go next. Meanwhile, the homepage had become cluttered;, with many competing inline links and no clear content hierarchy.

The CMS didn’t provide an easy way to share content, requiring editors to do extra work recreating content for each domain. The content itself didn't serve any audience needs; it lacked patient-friendly language and didn’t inspire potential residents to apply or take further action.

UCSF needed an inspiring design worthy of their status as a world-class medical school with a growing, innovative and diverse environment. Their new website would need overall consistency, a proper content hierarchy, and a back-end structure that provided both long-term sustainability and flexibility for content editors.

Contact Kanopi about your project

28/05/2024 - source

Drupal Innovation in 2024: the Contribution Health Dashboards

2023 has been an eventful year, full of ideas, discussions and plans regarding innovation, where Drupal is heading, and, in our case, how the Drupal Association can best support. On top of that, you may have already heard, but innovation is a key goal for the Drupal Association.

Drupal is nothing but a big, decentralized, community. And before we can even think of how we can innovate, we need to understand how contribution actually happens and evolves in our ecosystem. And one of the things we agreed early on was that, without numbers, we don’t even know where we are going.Â

For that reason in 2024 we want to introduce you to part of the work we’ve been doing during the last part of 2023 to make sure that we know where we are coming from, we understand where we are going and how the changes we are doing are affecting (or not) the whole contribution ecosystem. I want to introduce you to the Contribution Health Dashboards (CHD).

The CH dashboards should help identify what stops or blocks people from contributing, uncover any friction, and if any problems are found, help to investigate and apply adequate remedies while we can as well measure those changes.

One thing to note is that the numbers we are showing next are based on the contribution credit system. The credit system has been very successful in standardizing and measuring contributions to Drupal. Â It also provides incentives to contribute to Drupal, and has raised interest from individuals and organizations.

Using the credit system to evaluate the contribution is not 100% perfect, and it could show some flaws and imperfections, but we are committed to review and improve those indicators regularly, and we think it’s the most accurate way to measure the way contribution happens in Drupal.

It must be noted as well that the data is hidden, deep, in the Drupal.org database. Extracting that data has proved a tedious task, and there are numbers and statistics that we would love to extract in the near future to validate further the steps we are taking. Again, future reviews of the work will happen during the next months while we continue helping contributors to continue innovating.

You can find the dashboards here, in the Contribution Health Dashboards, but keep reading next to understand the numbers better.

Unique individuals and organisations

Jumping to what matters here, the numbers, one of the most important metrics to understand in the Drupal ecosystem is the number of contributions of both individuals and organisations.

Unique individual credits and credits year over year

As you can see, the number of individuals has stayed relatively stable, while their contribution has been more and more significant over the years (except for a slide in the first year of the pandemic). In a way this is telling us that once a user becomes a contributor, they stay for the long run. And, in my opinion, the numbers say that they stay actually very committed.

The number of organisations on the other hand displays a growing healthy trend. This shows that organisations are an important partner for Drupal and the Drupal Association, bringing a lot of value in the form of (but not just) contributors.

Unique organizational contributors and their credits year over year

It definitely means that we need to continue supporting and listening to them. It’s actually a symbiotic relationship. These companies support and help moving forward, not just Drupal, but the whole concept of the Open Web. And their involvement doesn’t end up there, as their daily role in expanding the reach, the number of instances and customers of every size using Drupal is as well key.

In practical terms in 2023 we have been meeting different companies and organisations, and the plan is to continue listening and finding new ways to help their needs in 2024 and beyond. One of the things we are releasing soon is the list of priorities and strategic initiatives where your contributions, as individuals as well as organisations, are most meaningful. This is something I have been consistently asked for when meeting with those individuals and organisations, and I think it’s going to make a big difference unleashing innovation in Drupal. I recommend you to have a look at the blog post about the bounty program.

First year contributors

The next value we should be tracking is how first time users are interacting with our ecosystem.

While the previous numbers are encouraging, we have a healthy ecosystem of companies and a crowd of loyal individuals contributing to the project, making sure that we onboard and we make it easier and attractive for new generations to contribute to the project is the only possible way to ensure that this continues to be the case for many years to come.

That’s why we are looking at first time contributions, or said differently, how many users make a first contribution in their first 12 months from joining the project. During 2024 I would like to look deeper into this data, reveal contribution data further on time, like after 24 and 36 months. For now this will be a good lighthouse that we can use to improve the contribution process.

New users with a contribution in the first 12 months

Although last year's numbers give us a nice feeling of success, we want to be cautious about them, and try to make sure that the trend of previous years of a slight decline does not continue.

That is the reason why my first priority during the first months of 2024 is to review the registration process and the next step for new users on their contribution journey. From the form they are presented, to the documentation we are facilitating, to the messages we are sending them in the weeks and months after.

The changes we make should be guided as well by the next important graph, which is the Time To First Contribution. In other words, the amount of time a new user has taken to make their first contribution to Drupal.

/files/average-time-to-first-contribution-by-registration-year.png

You’ll see that the Contribution Health Dashboards includes other data that I have not mentioned in this post. It does not mean that it is not equally important, but given the Drupal Association has a finite amount of resources, we consider that this is the data that we need to track closely to get a grasp of the health of our contribution system.

For now, have a look at the Contribution Health Dashboards to get a grasp of the rest of the information that we have collected. If you are curious about the numbers and maybe would like to give us a hand, please do not hesitate to send me a message at alex.moreno@association.drupal.org

21/01/2024 - source

Drupal Profile

Company Name

Drupal

Company Website

https://www.drupal.org/

Year Founded

2001

HQ Location

3439 NE Sandy Blvd #269, Portland, OR 97232, United States of America

Employees

11-50

Social

Financials

PRIVATE