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Customer Relationship Management

Catcing contact data online is necessary for an interactive website as the site needs a registration and login system. But, that can often mean a disconnect between online data and information held in a back office database.

Good customer relationship management software should simplify and automate contacts with customers or clients. It should provide a clear record of previous communications and enable that information to be shared within the organisation. Desktop systems may require synchronisation with online data and require users to be at their desks.

One option is to use web-based customer relationship management software. There are several options available, those listed below have been selected as integration modules for Drupal are available and they are open source with at least one free to download option:

  • CiviCRM - specifically developed for the not-for-profit sector with Drupal, Wordpress and Joomla versions
  • Sugar CRM