Redmine CRM plugin

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

Download
Simple, yet powerful

CRM is a light add-on but adds many features— workflows, sales funnels, charts and reports

Emails clients easily

Forget about emails that get lost. Send e-mails from Redmine and set follow-up reminders

Full customer profile

Thanks to integration with other plugins, you see contact data in CRM and other Redmine places

Easy to customize

Take control with workflows, new custom fields, filters, bulk edits and related issues

We have over 50000 issues and over 500 contacts in our Redmine. I like that RedmineUP 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 – People and Companies

With the CRM plugin you can access any 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 – your sales opportunities

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 use deals statuses to set up a custom sales funnel

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

You can send e-mails straight from Redmine and not only in text. You can attach files or related issues, notes, and add more people in the CC. You can use email dropboxes to forward any correspondence and add it to selected 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 90 000 companies from 100 countries use RedmineUP plugins, themes and services
Mitsubishi Electric
Samsung
NASA
Airbus
AT&T
IKEA
Apple Inc.
Intel

Pricing

Light

Free

Download now

PRO Single-server

199

12 month updates & support

Order now

PRO Multi-server

499

12 month updates & support

Order now

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

RedmineUP Full stack bundle

Get all plugins bundle with 58% discount

Order Full stack bundle | $999

13 plugins bought separately: $2,357.00 – You save $1,358.00

fullstack_white_bg.png
Over 90 000 companies from 100 countries use RedmineUP plugins, themes and services
Apple Inc.
NBC
Cisco
China-Euro Vehicle Technology
Toshiba Inc
NASA
Compal Electronics
Mitsubishi Electric

What People Say About RedmineUP

Quote colin

We have over 50.000 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 Zitec

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