RedHen CRM

RedHen is a Drupal-native CRM initially designed for common nonprofit needs, but built for flexibility. It has classic CRM functionality for managing information about contacts, organizations, and their relationships between each other and your organization.

Although it's a fully-functional self-contained lightweight CRM, RedHen is also designed to be an ideal integration point to enterprise CRM solutions like Salesforce or Blackbaud. Salesforce integration with RedHen is a specific focus of this project, and RedHen is created and maintained by ThinkShout, who also contribute to the Salesforce module.

What is it good for?

RedHen is built as a CRM, so it's good for CRM stuff! Specifically, RedHen can help you track relationships and interactions with people and organizations, and since it's integrated with your website it can allow you to use that information to change the way your site behaves and the way your users interact with it. A simple example is connecting Contact records in the CRM to a Users in Drupal, so if your contacts have a login to your site, they can update their mailing address when they are logged in and that information will be in your CRM database automatically.

RedHen has some great built-in tools for managing large collections of Contacts, including an intelligent find-and-dedupe interface for Contacts to help you keep your data neat.

If you are already comfortable with Drupal, RedHen allows you to customize your CRM data the same way you customize Drupal: the same field creation interface, integration with Views, etc.

RedHen CRM is designed around the CRM needs of membership organizations and associations, but the RedHen framework is flexible enough for use in a wide range of CRM solutions: give it a shot!

Learning More

RedHen's modular structure is similar to Drupal Commerce. As with Commerce, the RedHen modules you get here won’t give you a functioning CRM immediately: they require configuration and customization for your organization's specific needs.

Some helpful videos were made for the Drupal 7 version of the Redhen module, and while the Drupal 8+ version of the module is similar in many ways, there are enough differences that these should be treated as informative rather than used as guidance.

• Introductory tutorial video produced by Drupalize.me.
• "Getting started" video that we produced a few years ago.

Project Structure

The core RedHen module provides shared APIs and some other business, but all the fun functionality is broken out into the sub-modules:

Modules

• Contact (redhen_contact): Creates contact entities and allows integration with Drupal users.
• Dedupe (redhen_dedupe): Provides an interface for locating duplicate Contacts based on a selectable subset of contact fields, and a visual interface for precisely controlling a merge operation.
• Organization (redhen_org): Creates organization entities.
• Connections [D8+ only] (redhen_connections): Creates fieldable connections between two CRM objects, and allows assigning Connection Roles which grant access to other entities based on these connections.