Simple, yet powerful
CRM is a light add-on but gives you rich features—setting workflows, sales funnels, and lets you control processes with charts and reports.
Send emails from Redmine
Forget about emails that get lost, and start sending messages straight from Redmine, plus set reminders on the next contact date.
See full client profile
You can see all related information on the contact card in CRM and other places in Redmine, such as issues.
Easy to customize
You can customize emails, workflows, contact cards and filters. Bulk edit operations, assignments, issues, and contacts.
We use CRM plugin for contacts and recruitment. I like that your plugins are covering other processes as well, not only the ones related to the development process, and they are enabling various implementations or integrations.
Marius Balteanu, Head of Quality Assurance & Partner at Zitec
Features
Contacts and Companies
RedmineUP's CRM Plugin adds profiles of Contacts and Companies into Redmine, separate from Redmine users. Each card contains detailed contact and background information, as well as data from other plugins: support tickets, issues, orders, products, or projects in which contact is available. You can assign a different level of visibility and access to the same contact in different projects.
Add Notes
You can add notes and attach them files in any format. Now all documents, proposals, agreements, presentations, and any other won't get lost. You can add the information of a type of contact (phone, email, meeting) and tags.
Deals
Add sales opportunities, track them and predict your revenue. Set the probability of success for the deal, to estimate your income. Monitoring status of deals is easy with many views.
Kanban board for deals
You can use many Deals views, among them with Agile-Kanban-like boards, where you can drag&drop deals between stages of your funnel. Such view let you prognose expectable results. Both manager and leader of the Sales Department can easily trace active deals and deals that stuck at some phase of sales funnel.
Sales Funnel
Another Deals view is Sales funnel. It helps you find problems in flow of certain employee or performance of department. For example on which step you "leak" the biggest part of sales pipeline, and also what kind of result you can expect at the end of the period.
See related Issues
With CRM Plugin you can see all related issues assigned to a specific contact on the contact card. This functionality helps you to immediately check the history of communication and status of tickets before contacting a client.
Send emails
You can send emails from Redmine to your contacts. Attach files or related issues, notes, and add related people to the CC. You can also use email dropboxes to easily forward any correspondence and store it under one issue.
Easy importing
Redmine CRM plugin let you import contacts from CSV files. It uses standard Redmine mechanism, what lets you to use coresponding Redmine fields from contact card and custom user fields.
MailChimp Integration [add-on]
If you use MailChimp, you can connect another module – Redmine MailChimp plugin. It synchronizes and exchanges data from the tool and Redmine CRM plugin. You can see stats in Redmine, and Redmine field in MailChimp. This let you easiely and more precisely segment your prospects.
Requirements
| Redmine | 4.0 - 2.6 |
|---|---|
| Ruby | 3.7 - 2.0 |
| Database | SQLite, MySQL, PostgreSQL, SQL Server |
| OS | Linux, OS X, Windows |
| Browsers | Chrome, Safari, Internet Explorer and Firefox |
What users say about CRM plugin
Very useful plugin with friendly interface and good functions to manage your customer relationships and invoices. The support from the developers is very good - fast response and professional attitude.
— Plam Sim
rating from redmine.org
We finally decided to implement CRM and as we have almost everything in redmine it didn't make sense to look elsewhere. This plugin seams "simple" at first glance but it has many possibilities and customizations. Just check the docs.
— Ondra Kudlík
rating from redmine.org
Yeah, CRM done right. Manage clients, get track of discussed stuff, assign issues to contacts, manage deals and get track of them... Just awesome. We tested a lot of CRM platforms at cubetech but this one just works and is simple to use. Thanks RedmineUP
— Christoph S. Ackermann
rating from redmine.org
Very useful feature of full user profiles and deals management.
— Szczepan Ordiński
rating from redmine.org
Pricing
Deals with customizable sales funnel
Table and cards view
Contacts and deals grouping
Custom fields for contacts
Company deals and notes
Issue relations
Email sending
Bulk operations
Deals Kanban board
Attachments
Saved queries
vCard export
All CRM plugin features
Agile: Scrum/Kanban boards, Agile Charts
Helpdesk: Support Ticket System
CRM: Contacts, Companies
Tracking Deals
Employees Management
Invoicing
Accouting and Billings
Bill Recorded Time
User Avatars, Departments
MailChimp-CRM Integration
Products and Orders
Pop-up Reminders
Knowledge Bases, Q&A
Checklists, Tags
Pritable reports in PDF
What's Included
Full technical documentation and our quick help in installation and configuration.
Our team constantly develops the plugin and expands its capabilities.
12 months of Updates and Support
With a plugin you receive a yearly license for downloading updates and receiving full technical support.
Lifetime use license
Plugin can be used without the limitations for a lifetime.
For all platforms & devices
Plugin is desiged to works on all popular web browsers, databases and operating systems.
Available in 24 languages
Azerbaijan, Czech, Danish, German, English, Spanish, Greek, French, Hungarian, Italian, Japanese, Korean, Dutch, Norwegian, Polish, Portuguese (Brazil), Russian, Slovak, Serbian, Swedish, Turkish, Chinese, Chinese (Taiwan), Vietnamese
See if it fits for 30-days for free
Try a fully-functional version for 30-days
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