Redmine CRM plugin

Manage tasks, deals and communication with prospects & customers

Download
Simple yet powerful

CRM is a light add-on, but gives you rich features - setting workflows, sales funnels, and let you control processes with charts and reports.

Smooth communication

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

All customer data

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

Easy to customize

Take control over sales and communication using workflows, custom fields & filters. Bulk edit operations, assignements, issues & 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 CRM plugin you can access any necessary information about the contacts you need. What is more, you will see all related information from the other plugins – like background info, issues, orders, products, tickets or projects in which contact is accessible. Moreover, you can assign 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 of a type of contact (phone, email, meeting) and tags.

notes.png

Deals

PRO edition let you manage Deals. By setting up the probability of a success for the deal, you can prognose your income. Tracking deals and statuses is easy with multiple options, from Gantt to Agile-like boards, where you can easily modify, track and edit operation on deals. You can set your deal statuses to set up custom sales funnel and track income on 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 the communication and status of tickets, before reaching out to a client.

issue.png

Send emails

Now you can send e-mails straight from Redmine. And not only text-ones. You can attach files or related issues, notes, and add related people to in the CC. Additionally, you can use email dropboxes to easily forward any correspondence and store it under one issue.

send_email.png

Requirements

Redmine 3.4 - 2.1
Ruby 1.8.7, 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

IBM
Intel
Deutsche Telekom
Bosch
Nintendo
Toshiba Inc
Airbus
Mitsubishi Electric

Pricing

Light

Free

Download now

Best Seller

PRO Single-site

199

Order now

PRO Multi-site

499

Order now

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
companies 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
Order now
999
You Save $199
Order now

CRM+Helpdesk+Invoices

Plugins included:

CRM, HelpDesk and Invoices

499
You Save $198
Order now
1299
You Save $398
Order now

Full plugins stack

Plugins included

All RedmineUP PRO plugins

999
You save $520
Order now
1999
You save $1513
Order now

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

I’ve enjoyed using the RedmineUP products, they’ve been a major help in streamlining our operations to developer better quality code faster.

Louis Camassa, VP of Product SMS Masterminds