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 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.

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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.

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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.

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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.

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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.

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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
AT&T
Airbus
Deutsche Telekom
Bosch
Cisco
Toshiba Inc
China-Euro Vehicle Technology
Fujitsu

Pricing

Light

Free

Download now

PRO Single-server

299

12 month updates & support

Order now

PRO Multi-server

899

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 48% discount

Order Full stack bundle | $1799

14 plugins bought separately: $3 436.00 – You save $1 637.00

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Over 140 000 companies from 120 countries use RedmineUP plugins, themes and services
IBM
Deutsche Telekom
Samsung
Schneider Electic
Cisco
Apple Inc.
Mitsubishi Electric
IKEA

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