Redmine CRM – contact and deal management inside Redmine.
For sales leads, delivery heads, and IT directors running services businesses on Redmine.
Deal context gets lost the moment the contract is signed.
The handoff between sales closing a deal and delivery beginning work is one of the most information-lossy transitions in any services organisation. Deal details, client requirements, and negotiated scope live in a CRM the delivery team cannot access – which means the project starts without the context the sales team spent weeks gathering. Every manual transfer introduces duplication errors and omissions that surface later as misaligned client expectations. Contact history stays siloed in the sales tool throughout the project lifecycle, so support escalations and relationship decisions are made without the full picture.
Sales and delivery in the same environment.
The CRM Plugin enhances Redmine without replacing it. It extends the tool your delivery team already works in to cover the pre-sales cycle that precedes every project. When the deal closes, everything the project team needs is already in Redmine – because it never left.
Support escalations managed through the Helpdesk Plugin can reference the full client deal and contact history directly from the same issue view. Project managers reviewing delivery progress through the Dashboard Plugin see the sales context alongside the delivery metrics, without switching systems.
Every plugin in Cloud also runs on self-hosted Redmine.
What is the Redmineflux CRM Plugin?
The Redmineflux CRM Plugin adds a structured contact and deal management layer natively inside Redmine. Create and manage contacts and companies, track deals through a configurable pipeline, and log calls, emails, and meetings as activities against contacts or deals. When a deal closes, link it to a Redmine issue – keeping deal context connected to the delivery work without a separate handoff document.
Deal history your delivery team can read before day one.
Pick a shift to see what changes in the product. They play on their own – hover to pause.
No sales-to-delivery handoff friction – context carries forward.
When a deal is marked closed, it links to a Redmine issue with the contact record and deal activity history attached. The delivery team begins work with the same information the sales team gathered – no briefing document, no context reconstruction, no gaps.
Full contact history visible in one place, every interaction in one record.
Every interaction with a contact – emails, calls, meetings, demos, and proposals – appears in a single chronological record inside Redmine. Support and delivery teams see the full relationship history before every client-facing conversation, which enables better decisions and more informed responses.
Pipeline visibility without a separate CRM subscription.
Deal stage, value, close probability, and owner are visible from within Redmine for every sales team member. Management reporting on pipeline health and win rates pulls from the same environment as delivery reporting – with no cross-tool data export required.
Every client interaction logged inside Redmine.
Calls, emails, meetings, and follow-up tasks are logged against contacts and deals as structured activity records. Billing and project time tracked through the Timesheet Plugin integrates with deal activity records to give management a complete view of pre-sale and delivery investment per client.
Unified reporting – pipeline and delivery in the same system.
Win rate, average deal value, and weighted pipeline forecast are all reportable from within Redmine without joining data from separate tools. Management visibility into the full sales pipeline is available in one place for the first time.
The specifics, for people who want them.
A structured record of every client and prospect.
- Contact profiles with company, role, and full interaction history
- Company records link all contacts and deals in one view
- Custom fields for industry, region, and client segmentation
- CSV import from existing contact databases
- Lead conversion from Qualified status creates a contact and optionally a linked deal
Track opportunities from first contact to closed deal.
- Configurable pipeline stages matching your actual sales process
- Deal value, close probability, expected date, and owner per deal
- Board view with drag-and-drop stage progression
- Auditable deal history log – every stage change and activity recorded
- Deal stages: New, Qualified, Proposal, Negotiation, Won, and Lost
Close a deal – link it to a Redmine issue with full deal context attached.
- One-action link from any closed deal to an existing Redmine issue
- Deal context and activity history accessible from the linked issue
- Linked issue shows the full deal history; deal record shows issue status
- Win rate, average deal value, and weighted forecast analytics in one system
- CSV export for finance and management reporting
What CRM Plugin changes for each role.
Sales Lead
Full CRM pipeline and contact management inside the tool the delivery team already uses daily – no separate CRM login required.
Project Manager
Complete deal context available from project start – no handoff document to chase or reconstruct from a summary email.
Delivery Head
Sales pipeline visibility alongside delivery status in one environment – no cross-tool reporting, no data exports.
IT Director
CRM and project delivery in one system – one data store, one audit trail, one tool to govern. Simplifies access control and compliance reporting.
CRM gets better with these.
Three ways to get CRM.
CRM – self-hosted
- 1 year of support included
- Renew support at 30% per year
- No licence keys · unlimited users · full source
Pick the plugins you need
Add CRM and the plugins it works with on the pricing page – see your one-time total, renewal and 3-year cost.
Build the stack →Redmineflux Cloud
- CRM and every other plugin included
- Fixed price per team size – never per user
- Hosted, backed up and updated by us
Questions teams ask before adopting CRM.
If yours isn’t here, check the pricing page or write to support@redmineflux.com.
Can I import contacts from an existing CRM?+
Yes. The CRM Plugin supports contact import from CSV. The plugin expects fixed column names for the import – export your existing contacts in the required CSV format and the data maps directly into the plugin’s contact fields. Check the documentation for the required column structure before importing.
Can the deal pipeline stages be customised to match our process?+
The CRM Plugin comes with a built-in sales pipeline with six stages: New, Qualified, Proposal, Negotiation, Won, and Lost. All deals in the instance flow through this single pipeline. Check the plugin documentation for configuration options available in your Redmine version.
Does CRM Plugin integrate with email?+
The CRM Plugin supports manual activity logging for emails, calls, and meetings from within Redmine. Automatic email sync – connecting a mailbox to log email threads automatically – is available via configuration with the Helpdesk Plugin’s email integration. Check the plugin documentation for setup details.
Which Redmine versions are supported?+
The Redmineflux CRM Plugin is tested and maintained against the three most recent stable Redmine releases, including all Redmine versions. Compatibility is verified with each plugin update.
How much does it cost?+
CRM is $299 one-time for self-hosted Redmine – 1 year of support included, then support renews at 30% of the plugin price per year. Or get every plugin hosted on Redmineflux Cloud from $69/month for up to 25 users – a fixed price, never per user.
What is the licensing model?+
One-time purchase with 1 year of support included. Support renewal after 1 year 30% of plugin price.
Is there a free demo available?+
Yes – request a free demo and we’ll send a personalised demo link straight to your inbox. No credit card required, no commitment. Explore the real product at full capacity, at your own pace.
Every Redmineflux plugin
CRM running inside your Redmine.
$299 one-time on self-hosted Redmine – or every plugin on Cloud from $69/month.