New features in Redmine CRM plugin

See what's new in the latest versions of our CRM plugin

New Features

New contact selection field

We replaced contact selection field for select2 control, which allows you to search for contacts and companies conveniently. It retains the same appearance on all Redmine’s forms fields. In the next step, we will add this field to the filters in the task lists as well as in the other objects associated with contacts and companies.

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Deals Integration with products

The deal can now include the line with the product, its description, quantity, its price and information about taxes and discounts. The total amount of the deal will be concluded as a sum of the data in the product rows. What is more, you can use additional custom fields to store any supplementary data. We added new filters, to be able to select the transactions that contain certain products or services.

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Import of contacts and deals

Now you can import contacts from CSV files. It uses standard Redmine mechanism, what lets you to use cresponding Redmine fields from contact card and custom user fields.

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Sales Funnel

Sales funnel helps you to find problems in work of certain employee or performance of all department. For example on which step you "leak" the biggest part of sales pipeline, who's responsible for this, and also what kind of result you can expect at the end of the period.

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Deals board

Kanban board of deals makes your work cristal clear and 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.

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Type of Company field

For Issues you can now can add custom field that is conneted with the Issues from CRM. This field tells you the type of company and its relation to your business - like, for example "Contractor", "Supplier" and so on.

Learn more
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