CRM-Contacts plugin by RedmineUP adds Customer Relationship Managenemt features to our favorite project management tool. Because tasks usually imply a relationship with other than users: customers, contacts, providers, agents…. With this plugin you will be able to create a flexible database not only for customers but also for deals, orders, etc.
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- Create a customizable contacts/clients database.
- Manage customers’ employees too.
- Relate tasks to contacts
- Create opportunities and deals.
- Add contacts’ notes and documents.
- Manage your sales opporunities (deals)
- Sales funnel.
- Send emails to contacts directly from Redmine.
- You can use Redmine as a CRM and relate tasks to contacts directly from the application, avoiding information islands.
- ‘Easy peasy’ integration with Helpdesk plugin to build a powerful customer support system.
- The plugin offers a very interesting CRM but could be insufficient for advanced needs.
- More sophisticated reports for the business manager would be very helpful.
- Adapt the standard contacts database to your needs by creating custom fields for contacts.