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Native Drupal CRM for Drupal 8 - The Contacts Module

We at Freely Give have given talks about native Drupal CRM for a while at the dev days, usually with good turnout, but this year we have a version going live with our clients around September 2018 built around Drupal 8. Drupal 8 brings with it a whole host of features that mean we truly believe Drupal will be a superior basis for CRM that can compete with many of the current CRM offerings. Drupal 8 has also allowed us to greatly simplify its architecture allowing us to achieve much more with less code and be much more plug and play.

This year, instead of a general talk we would like to demo the CRM system, we will have an alpha release ready by July that has basic CRM functionality but with a roadmap to make it quite fully featured. My session will include

  • A discussion of the the architectural differences of native Drupal CRM with Drupal 8 - Especially discussing the "Decoupled_auth module".
  • A discussion of why this is so much better in Drupal 8 (much more plug and play with other modules because it uses users as its base entity, much simpler code base because of plugins and much more robust code due to unit testing)
  • A demo of downloading, installing and getting native Drupal CRM set up
  • Examples of why native Drupal CRM is so powerful compared to other CRM offerings
  • A roadmap of features planned before the end of the year

Our focus is on the Contacts module: https://www.drupal.org/project/contacts
Note: This module is built on top of the decoupled auth module that is much simpler then the party module at getting drupal to do basic CRM by merely taking the User entity and making authentication settings optional. The rest of Contacts is then just built off of Users. This contacts module is a replacement of "OpenCRM" which I have talked about before.

I've submitted two sessions. I am happy to do both or either, no preference which one, I am happy to leave that up to you to decide which module, Contacts or GDPR will be more useful for Drupal's audience.

 

Site Building
Intermediate
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