The Redmineflux Redmine CRM Plugin adds contact management, deal pipelines, and activity tracking directly into Redmine. Sales and pre-sales work lives in the same environment as delivery — with every deal linked to the project it becomes when it closes.
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. Project onboarding requires manual transfer of deal information into Redmine, and every manual transfer introduces duplication errors and omissions that surface later as misaligned client expectations. Post-sale activity is invisible to project managers until the client raises it in a delivery meeting, which puts the team in a reactive position that damages confidence. Contact history and communication records remain siloed in the sales tool throughout the project lifecycle, so support escalations and relationship decisions are made without the full picture. Reporting on deal-to-delivery conversion and project profitability requires exporting data from two separate systems and joining it manually — a process that delays management visibility and reduces the quality of decisions.
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 directly to a Redmine project — carrying all deal context forward into delivery without a handoff document.
The Redmine 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.
When a deal is marked closed, it links to a Redmine project with the full contact record, deal summary, activity history, and negotiated scope attached. The project team begins work with the same information the sales team used to close the deal — no briefing document, no context reconstruction, no gaps.
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.
Deal stage, value, close probability, and owner are visible from within Redmine for every sales team member. Management reporting on pipeline health, deal velocity, and win rates pulls from the same environment as delivery reporting — with no cross-tool data export required.
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.
Win rate, deal velocity, deal-to-project conversion, and project profitability are all reportable from within Redmine without joining data from separate tools. Management visibility into the full sales-to-delivery cycle is available in one place for the first time.
The CRM Plugin shares the same Redmine issue base as all other Redmineflux plugins. 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.
Project Manager, Newyork
Project Manager
Project Manager, Singapore
CEO
Redmineflux plugins have been a game-changer for our Redmine setup. The enhanced features like advanced time tracking, custom workflows, and improved reporting have significantly boosted our productivity. The integration was seamless, and the support team was fantastic. Highly recommend these plugins to any Redmine user!
Getting all of my business data organized in one place is all I wanted. With Redmineflux, I can filter data and simplify my agile operations.
Redmineflux themes have completely transformed the look and feel of our Redmine instance. We were looking for a way to make our Redmine more visually appealing and user-friendly, and these themes delivered on both fronts. The customization options are fantastic, allowing us to tailor the design to our company’s branding.
Redmineflux has an easy-to-use interface & is easily customizable. It helps active coordination and focuses project resources in one direction.
When deployed on your own infrastructure, your organisation manages server uptime, Redmine upgrades, backups, and plugin compatibility. The CRM Plugin adds contact and deal management capability without changing who owns the infrastructure. Full control stays with your team.
The CRM Plugin runs within Redmineflux Managed Cloud. Infrastructure is fully managed by the Redmineflux team. Updates are automated, backups are secured, and uptime is SLA-backed. If infrastructure management is overhead your team does not need, Redmineflux Managed Cloud transfers that responsibility entirely.
| Role | What they gain |
|---|---|
| Sales Lead | Full CRM pipeline and contact management inside the tool the delivery team already uses daily |
| Project Manager | Complete deal context available from project start — no handoff document to chase or reconstruct |
| Delivery Head | Sales pipeline visibility alongside delivery status in one environment — no cross-tool reporting |
| IT Director | CRM and project delivery in one system — one data store, one audit trail, one tool to govern |
Can I import contacts from an existing CRM into the Redmine CRM Plugin?
Yes. The CRM Plugin supports contact import from CSV. If you are migrating from an existing CRM or contact database, export your contacts to CSV and import them into the Redmineflux CRM Plugin. Field mapping is configurable at import time so your existing data structure maps correctly to the plugin's contact fields.
Can the deal pipeline stages be customised to match our sales process?
Yes. Pipeline stages are fully configurable in the plugin admin settings. You can add, rename, reorder, and remove stages to match your specific sales process. Different pipelines can be configured for different types of deals or business units within the same Redmine instance.
Does the CRM Plugin integrate with email — can I log email communication automatically?
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. Compatibility is verified with each plugin update. Check the plugin documentation for the confirmed supported version list before installing on your instance.
