Redmine CRM plugin

Manage sales in Redmine: clients, tasks, deals, emails

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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.

Talk to clients easily

Forget about emails that get lost, and start sending messages straight from Redmine, plus set reminders on the next contact date.

Full customer data

Thanks to integration with other plugins, you can see all related information on the contact card in CRM and other places in Redmine.

Easy to customize

Take control of sales and communication, using workflows, custom fields, and filters. Bulk edit operations, assignments, issues, and contacts.

We have over 50000 issues and over 500 contacts in our Redmine. I like that the plugins are covering other processes as well, not only the ones related to the development process, and they are enabling various implementations or integrations. Regarding the business needs, I think that RedmineUP plugins are a good starting point.

Marius Balteanu, Head of Quality Assurance & Partner at Zitec

Features

Contacts

With the CRM plugin, you can access any necessary information about the contacts you need. You will see all related information from the other plugins, such as background information, issues, orders, products, tickets, or projects in which contact is accessible. Moreover, you can assign a different level of visibility and access to the same contact in various projects.

contacts.png

Notes

To keep communication clear, attach notes and files to contacts—files, drafts of offers, sales documents, agreements, presentations, or any other you find relevant. You can add information by type of contact (phone, email, meeting) and tags.

notes.png

Deals

The PRO edition lets you manage Deals. By setting up the probability of success for the deal, you can estimate your income. Tracking deals and status is easy with many options, from Gantt to Agile-like boards, where you can easily modify, track, and edit operations on deals. You can set your deal status to set up a custom sales funnel and track income at every stage.

deals.png

See related Issues

On the contact card, you can see all related issues assigned to a certain person. This functionality helps you to immediately check the history of communication and status of tickets before contacting a client.

contact.png

Send emails

Now you can send emails straight from Redmine and not only text. You can 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.

send_email.png

Requirements

Redmine 4.0 - 2.6
Ruby 1.9.3, 2.0, 2.1, 2.2, 2.3, 2.4
Database SQLite, MySQL, PostgreSQL, SQL Server
OS Linux, OS X, Windows
Browsers Chrome, Safari, Internet Explorer and Firefox

Over 50 000 companies from 100 countries use RedmineUP plugins, themes and services

AT&T
IKEA
Cisco
Nintendo
IBM
NBC
Fujitsu
Intel

Pricing

Light

Free

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Best Seller

PRO Single-server

199

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PRO Multi-server

499

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OEM

Custom

Contact us

Additional features of PRO Version

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

Bundles and offers

CRM + Helpdesk

Plugins included

CRM and Helpdesk

399
You Save $99
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999
You Save $199
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CRM+Helpdesk+Invoices

Plugins included:

CRM, Helpdesk and Invoices

499
You Save $198
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1299
You Save $398
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Full plugins stack

Plugins included

All RedmineUP PRO plugins

999
You save $520
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1999
You save $1513
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Over 50 000 companies from 100 countries use RedmineUP plugins, themes and services

IKEA
Deutsche Telekom
IBM
NASA
Intel
Fujitsu
Mitsubishi Electric
Cisco

What People Say About RedmineUP

Quote mathias

Modules are simple, easy to install, and what's more use and support is just awesome! We have been using the plugins from RedmineUP for last 4 years and we're very happy with the support and upgrades we are getting from you guys

Krunal Jariwala, CEO Xcellence-IT

Quote chad

We have thousands of tasks or issues and your plugins are useful, professional and easy-useable. They meet all our needs. We are very fond of your support, and we are glad that your plugins are well documented and installation process is very easy.

Gaoming Wu, CEO Tecsoon

Quote chad

In Morele.net we use Redmine fo projects portfolio management and system maintenance. We use several RedmineUP's plugins: Agile, Helpdesk, People. I am very pleased with their functionality and the transparency of the user interface.

Adam Rataj, Director of Software Development Department Morele.net