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Talking Drupal #548 - How to build your own CRM

Talking Drupal

Release Date: 04/13/2026

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Talking Drupal

Today we are talking about Supporting Open Source, Acquia, and The Acquia Fair Trade Initiative with guest James Sims. We’ll also cover Image Effects as our module of the week. For show notes visit: Topics Fair Trade Initiative Explained How the Program Started Why Fair Trade Matters Adoption and Open Framework Agency and Freelancer Benefits Partner Funded Giving Who Can Be Makers Tracking Participation Tax Deduction Questions Community Shaped Program Money Counts Too Early Challenges Timeline And Launch Sustainability Built In How To Get Involved Defining Success Origins Of Fair Trade ...

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Talking Drupal

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Talking Drupal

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Talking Drupal

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Talking Drupal

Today we are talking about Marketing, AI, and Drupal with guest Paul Johnson. We’ll also cover Curated Colors as our module of the week. For show notes visit: Topics Paul's Current Projects Enterprise AI Summit Details Marketing the AI Initiative Partnering on Event Booths Drupal's Outside Perception What's Working Now Growing the Marketing Team How to Contribute Outside In Storytelling Case Study Examples AI Initiative Impact Roadmap and Launch Planning Finding New Adopters Where Pros Research Conference Pitch Story Local Event Playbook Funnel and Webinars Industry Guides and Demos SEO...

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Talking Drupal

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Talking Drupal

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Talking Drupal

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More Episodes

In episode 548 we welcome back JD Leonard to discuss what CRMs are, what problems they solve, and which organizations benefit from them. JD explains why Drupal CRM defines CRM as “Contact Relationship Management,” outlines core expectations like contact and relationship tracking and integrations, and describes Drupal CRM’s Drupal-native architecture using dedicated, fieldable entity types for contacts, relationships, and contact methods. The panel compares Drupal CRM to older Drupal CRM efforts and user-based approaches, covers security considerations for PII and plans for field encryption, and highlights ecosystem projects such as CRM Email, CRM Membership (including Drupal Commerce integration), and event registration needs.

For show notes visit:
https://www.talkingDrupal.com/548

Topics

  • Module of the Week: Module of the Week: Social Media Links Block and Fields
  • Use Cases and Discussion
  • How to Suggest Modules
  • What Is a CRM
  • CRM Hats and Naming
  • Core CRM Features and Users
  • Why Drupal CRM Exists
  • Drupal CRM Architecture Deep Dive
  • Demos and Legacy Alternatives
  • Project Origins and Community
  • Out of the Box Features
  • Security and PII Considerations
  • Field Encryption Limits
  • Core First Drupal Native
  • Search Deprecation Drupal 12
  • Choosing Contrib Integrations
  • Ecosystem Modules Upstream
  • Getting Started
  • Evaluating CRM Options
  • Common CRM Pitfalls
  • Community Sustainability Vision
  • Funding Volunteers Sponsors
  • Roadmap Toward 1.0
  • Ecosystem Membership Events

Resources

Try the latest - https://drupal.org/project/crm
Field encrypt - https://www.drupal.org/project/crm/issues/3558040
Primary entity reference - https://www.drupal.org/project/primary_entity_reference
Member Platform initiative - https://www.drupal.org/project/member
Financial sponsor of Steve Ayers’ time working on Drupal CRM - https://www.govwebworks.com https://www.portlandwebworks.com
CRM ecosystem modules - https://www.drupal.org/project/crm/ecosystem
Drupal Slack #crm channel: - https://drupal.slack.com/archives/C08N90UF9TR

Guests

JD Leonard - modernbizconsulting.com jdleonard

Hosts

Nic Laflin - nLighteneddevelopment.com nicxvan
John Picozzi - epam.com johnpicozzi

Martin Anderson-Clutz - mandclu.com mandclu

Module of the Week

with Martin Anderson-Clutz

Social Media Links Block and Field

The modules provides a configurable block that display links (icons) to your profiles on various popular networking sites.
With this module, a website can be quickly extended with a "Follow us" functionality. Or you make the block available for your site editors, and they can configure the social networks themselves.