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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Main functions
  • 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.
Positive
  • 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.
Negative
  • 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.
RH Tip
  • Adapt the standard contacts database to your needs by creating custom fields for contacts.

Additional information

Brand

Function

,

License

Single license

Compatible browsers

Chrome, Edge, Firefox, IE10, IE11, Opera, Safari

Compatible with

Redmine 2.x, Redmine 3.x, Redmine 4.x

Support

Knowledge base, Support form

$199.00 $169.15

CRM Contacts Plugin
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Specification

Last Update:May 4, 2020
Relased:May 1, 2020
Brand Redmine UP
Function CRM Helpdesk
License Single license
Compatible browsers Chrome Edge Firefox IE10 IE11 Opera Safari
Compatible with Redmine 2.x Redmine 3.x Redmine 4.x
Support Knowledge base Support form