Sales CRM - Easy Redmine

Content

Try this Easy Redmine bundle for management of company leads and organization of contacts using CRM and Contacts management plugins. Boost sales performance, track potential clients from lead to the contract and easily link contacts to projects, tasks and synchronize them with your other devices.

CRM - management of sales activities

Manage your sales activities and delivery your projects using only Easy Redmine solution. Easy Redmine CRM allows your sales team to track their cases from lead to contract, generates performance statistics and helps to boost your overall sales performance.

Key features:

Management of CRM cases
Case statuses & other custom fields
Integration with invoicing
User-defined statistics
Creation of CRM cases from web forms, online stores

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Contacts

Easy Redmine Contacts plugin is integrated with projects and CRM and can be linked to projects, tasks, CRM cases or used for invoicing. Contacts are always available in the right service panel and can be synchronized with your mobile or other devices via CardDav.

Key features:

Types of contacts – person/company/account
Contacts can be linked to tasks, projects, CRM cases, users
Contact search and a „new contact“ button is in the right service panel
Synchronization with other devices

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Sales Director Dashboard

Predefined personal dashboard suitable for sales director role is designed to provide at-a-glance awareness of current performance relevant to sales management.

Key features:

Sales dashboard
Contacts
Sales activity race
Overall forecast
Overall sales performance

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Sales Representative Dashboard

Predefined personal dashboard suitable for sales representative role is designed to provide at-a-glance awareness of current performance relevant to sales operation.