REDMINE CRM PLUGIN
Manage sales in Redmine
for IT Companies
for IT Companies
|
Manage sales in Redmine: clients, tasks, deals, emails
CRM Consulting Services
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
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.
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
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