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 (like memberships). It also knows some modern tricks (like engagement tracking) and customizable one page donation forms, and stuff you'd hope for in a website-integrated CRM (like event registration integration).
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 wrote the latest version of 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 goes into your CRM database automatically.
RedHen has some great built-in tools for managing large collections of Contacts, including an automated filter in the UI that allows you to filter by any field you add to a contact, and 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 the ubiquitous Views and Rules modules, etc.
RedHen is a great integration point between Drupal and enterprise CRM solutions like Salesforce and Blackbaud (nod to the Salesforce module in case you missed it).
RedHen CRM is definitely 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!
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. At some point ThinkShout (and maybe others!) will release RedHen “Features” or “Apps” that provide prepackaged CRM solutions for different use cases, but for now there's a non-trivial amount of configuration to make RedHen useful.
The good news is that if you want to poke around with RedHen, we have a handy demonstration RedHen CRM installation profile. This install profile shows a simple example of RedHen in use by a (fictional) pet shelter.
The core RedHen module provides shared APIs and some other business, but all the fun functionality is broken out into the sub-modules:
- Activity (redhen_activity): Provides global and contact/organization based activity logs.
- Contact (redhen_contact): Creates contact entities and allows integration with Drupal users.
- Donations (redhen_donation): Lets you create unlimited customizable single page donations forms, including support for recurring donations. The donations forms create or update contact records and related engagement scores.(Note: this is a separate module)
- 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.
- Engagement (redhen_engagement): Provides an engagement scoring system which integrates with RedHen Notes and with Rules for popular modules like Registration and Webform.
- Fields (redhen_fields): This provides custom field types used by RedHen entities, like a unique email field that assigns attributes like "primary" to indicate a bulk email target, or custom labels (home, work, etc). There are not a lot of custom fields yet.
- Membership (redhen_membership): Lets you create memberships for individuals or organizations and link them to Drupal roles so you can give custom access to website sections and features. Allows for time-based membership expiration and renewal. (Note: this is a separate module)
- Note (redhen_note): Lets you attach notes to contacts and organizations.
- Organization (redhen_org): Creates organization entities.
- Organization Group (redhen_group): This is a lightweight group feature which utilizes organizations as a medium for private "group" content with a group broadcast system.
- Registration (redhen_registration): Provides integration with the Entity Registration module: create member-only events by combining Registration and Membership, or use Registration activity to track engagement using the Engagement module!
- Relations (redhen_relation): Utilizes the Relation module to create connections amongst contacts and organizations.
- Poultry (poultry): This is a custom responsive theme built specifically for use with RedHen. Unnecessary but recommended!
RedHen CRM relies heavily on custom Drupal entity types and bundles. The Entity API module is leveraged to do most of the heavy lifting for these custom entities, and almost any custom development you might do based on RedHen is going to require a level of comfort with Entity API. The Relation module is used to manage connections between these custom entity bundles, and the activity logs are built on top of Message.
The plan is to continue including key sub-modules with the main module code base, while building and cultivating an ecosystem of plug-in modules to extend the core feature set: RedHen Membership is the first example of the latter.
Views and Rules Integration
RedHen does not require Views, but does include Views & Entity API integration code, so you can extend RedHen to work with Views and Rules. You can use Views to create custom reports about contact, organization, membership and/or engagement scoring data. Try playing with Views plugins like Views Bulk Operations and Views Data Export to extend RedHen with bulk editing and export tools!
RedHen site administration documentation can be found here, and is always growing. In addition, each submodule has an explicit README file to get you started. For technical issues, please use the D.O. issue queue. You can also check out the RedHen Drupal group to learn more about RedHen usage and check out the community support resources.
- RedHen is built around the Entity API module, so you'll need that.
- Message is required to use redhen_activity.
- Relation, including relation_ui and relation_endpoint, is required to use redhen_relation.
- Registration, is required to use redhen_registration.
- RedHen Donation
- RedHen Membership
- RedHen Feeds
- Entity Registrations
- Salesforce Suite (7.x-3.x)