I'm the manager on two small shops that create personalized gifts and I think that we need a better way to work.

NOW For the past years we adopt a system that have it's own limitations, but it worked till now. The things are like that: The client come into the shop, place an order and we write by hand a docket (like a paper note), were we put:

  • name of the product;
  • how many pieces;
  • message wanted by the client
  • details like color of the text, background;
  • name of the file sent by the client (photo sent by the client, via mail or Bluetooth)
  • when it will be ready the personalized product;
  • what is the total cost of the order;
  • how much the client paid and how much is due;
  • contact details of the client, name, phone number, email address.

PROBLEMS My problem with this system is that:


  • we have to spend time twice writing the same docket, because one of the copy should be on the client (in order to remember his/her order when he/she will return in the shop)


  • because of the hand writing (each person have a different and not so easy to read handwriting) and of the situations when the client change his mind, we end up sometimes printing with some misspelling, which means wasted moneys, time and an unhappy client.


  • because the dockets are some small pieces of paper, is very easy to loose them and that makes very hart to keep the track of all the orders. In the end we can loose clients, time and money.


  • is very hard, almost impossible to have and order history, per day, week, month, or per client.


  • the clients should write every time their contact details (time lost) and we can not remember all their all order and is important often to return to a previous order and do another similar print.


  • there are no sale reports, per products, day, or week using the old technique.


  • we create templates for or products, which we will personalize for each client, but we need to have an online environment where we can store all the files (template) in order to have the same products in both locations.

I need to find and CRM or another type of software to help me with all those problems.

We use PCs and Mac computers as well. So the solution that I'm looking for should be web based app, an open source and free.

I have some knowledge of how to create an website (CMS based), or how to install in app in AWS (Amazon Web Services). I'm having a look on the stacks from BItnami (bitnami.com/stacks), the thing is that there are too many and it will take enormous time and effort to try it one by one.

I'm trying to find out if someone of you are already using such web app.

What suggestions do you have for me? Thank you in advance!

  • some "additional" requirements would be helpful like on which OS should it run?, what budget do you have?, is F(L)OSS required?, etc... Commented Jan 23, 2017 at 15:59
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    since not everyone is reading (all) comments, it would be good if you edit your question and add this details. Commented Jan 25, 2017 at 15:35
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    Have you now solved this? If not, in the past I have used both drupal ubercart and drupal commerce to do something similar. There is some learning curve to customise for your specific situation though.
    – Z Z
    Commented Feb 24, 2017 at 13:49
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    Nope, not yet. Still looking for a solution. Thank you for suggestion. I will have a look. Can you recommend any plugins/extensions/modules for this project in order to be more closer to the project that I want to achieve?
    – Victor
    Commented Feb 25, 2017 at 14:39
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    Can I have with Drupal Ubercart and Drupal Commerce the ability to have different contact/order forms? In most of the time, for each category of my products, I will need different informations and amount of files from my clients.
    – Victor
    Commented Feb 25, 2017 at 14:49

1 Answer 1


Posting answer as will be longer than comments:

First you use either drupal commerce (more flexible and newer) or drupal ubercart (simpler but older). You can't use both together. The reason to use either of them is if you want to take advantage of the existing cart, order, customer, and payment systems etc. You can have different "product types" for your categories and add different fields as required e.g. adding a field for multiple files can be added to product or order.

There are also various addon modules for either solution for various things e.g. commerce_custom_product for custom products, commerce_reports for reports, etc.

Admin or suitable role can create an order, as opposed to user "buying" the products with normal cart.

If you do not need cart/payment system, you can achieve the same using "content types" in drupal, and use views module for creating the kind of reports required. But again it requires some work and is not "off-the-shelf".

I would recommend drupal 7, unless you find that there are specific modules required now available in drupal 8.

  • Good answer (just what I was about to post, 18 months later :-) A pity that the OP did not bother to comment, in order top help others. We also have a Drupal Q & A site at drupal.stackexchange.com
    – Mawg
    Commented Sep 24, 2018 at 10:55

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