This page is archived
We're keeping this page up as a courtesy to folks who may need to refer to old instructions. We don't plan to update this page.
RedHen CRM is a Drupal-based customer relationship management tool. Many organizations use CRMs to help them manage the contacts they rely on to run successful campaigns. In this introduction tutorial, you will learn how to configure and use RedHen CRM, while also getting a tour of the features it provides. In the process, you will create contacts and organizations, and then use them to build a staff directory using the Views module and custom engagements scores with the Rules module. With that in place, you'll dive into what you have available in the Contact Dashboard, which is where you really get into managing your customers. You'll also get to see features such as contact deduplication to merge multiple contact records into one contact, and a list of resources to take things further than what is covered in this introduction.
If you want to follow along with the examples in this tutorial, you should be familiar with Views and Rules. You can learn more about Views in our Intro to Views for Drupal 7 Series, and you can learn more about Rules in the Learning the Rules Framework Series.
Additional resources
RedHen CRM website
RedHen CRM Drupal project
RedHen CRM Demo project