Simple, yet powerful
CRM is a light add-on but adds many features— workflows, sales funnels, charts and reports
Email 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.
Notes
To keep communication clear, attach notes and files to contacts—files, drafts of offers, sales documents, agreements, presentations, or any other information you find relevant. You can add information by type of contact (phone, email, meeting) and tags.
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 statuses 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.
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.
Send emails
You can send emails 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.
Requirements
| Redmine | 5.1 - 4.0 |
|---|---|
| Ruby | 3.7 - 2.0 |
| Database | SQLite, MySQL, PostgreSQL, SQL Server |
| OS | Linux, OS X, Windows |
| Browsers | Chrome, Safari, Internet Explorer and Firefox |
Over 140 000 companies from 120 countries use RedmineUP plugins, themes and services
Pricing
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 48% discount
Order Full stack bundle | $179914 plugins bought separately: $3 436.00 – You save $1 637.00
Over 140 000 companies from 120 countries use RedmineUP plugins, themes and services
CRM WORKS GREAT WITH
What People Say About RedmineUP
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
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
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
