Align your teams to always focus on customers
Break down silos and connect sales, delivery, and support teams in one logically integrated system.
Ensure that your customer always remains the central focus for every team.
Integrated B2B CRM
Leverage integrated B2B CRM with robust support for indirect sales.
Customer relations in sync
Centralise your CRM and Helpdesk data for seamless alignment.
Trusted by the best
Integrated B2B CRM
The B2B CRM module in Easy Redmine is designed for mid-sized organisations that utilise Easy Redmine as central management software for work and projects, leveraging the extensively integrated experience of traditional siloed applications.
No more silos between sales and delivery teams
Similar to customer service management, the primary advantage of Customer Relationship Management in Easy Redmine is fostering a connected experience and customer data for teams that often operate in silos.
Designed for excellent sales teams
- Account managers can view and respond to open tickets or escalations related to their customers, shaping sales initiatives accordingly.
- One contact management for all teams: sales, project management, and customer service.
- All teams centralise customer information for accessibility across the organisation.
- Business segmentation supports teams in prioritising tickets, issues, and business processes.
Support your sales teams
- Support teams gain insights into crucial prospect requests, allowing them to positively influence acquisition efforts.
- Clear cost of service is identified, as all tickets have linked and filterable accounts.
- Closed contracts with product and service details are immediately accessible to delivery teams.
- Pre-sales can log time on opportunities to track costs and acknowledge contributors to closed deals.
- With Easy Redmine's new Knowledge Base, account plans, project reports, and other customer-related documents are interconnected and shared across teams.
Read more about Sales and delivery
Let’s face it, improving productivity and boosting growth can be difficult for small businesses. But identifying the challenges to address problems is a good place to start. All you need is the right tool that helps you manage influencing factors.
Quantifying and measuring sales success is extremely important in order to determine if your strategy is working the way you want it to and the key to pulling this off lies within the type of CRM metrics that you decide to track.
Easy Redmine’s HelpDesk software simplifies your communication and workflow, centralizes your information, and keeps every responsible employee up to date is essential when you have a problem.