We are launching the Redmine CRM Plugin by Redmineflux built to connect your sales cycle directly to project delivery.
If your sales team closes deals in a separate tool, a data handoff exists for every deal that converts. In practice, that handoff always drops something scope details, client history, and negotiated terms the project team never receives in full.
The CRM Plugin solves this by keeping contacts, deals, and activity history inside Redmine. Your sales and delivery teams share one environment from the first prospect call to the final delivery milestone. The CRM Plugin is available now and installs on your existing Redmine instance.
Answer capsule: The Redmineflux CRM Plugin is a Redmine contact and deal management plugin that adds CRM capabilities natively inside Redmine. It supports configurable deal pipelines, activity tracking for calls and meetings, deal-to-project linking at closure, and pipeline reporting all without a separate CRM subscription. Available as a one-time purchase.
In short, the plugin removes the tool boundary between pre-sales and project delivery.
In fact, your team already tracks all project work inside Redmine. The CRM Plugin extends that same environment back into the sales cycle so the full client relationship lives in one place.
Every services team we spoke to had the same pattern.
In practice, sales closed deals in a separate CRM and wrote a handoff document summarising key context. Then delivery teams read that document, asked follow-up questions, and eventually started work sometimes days after the deal closed.
That process introduces data loss at every step. As a result, project teams start without the full picture of what sales discussed and agreed. Teams apply billing rates inconsistently because Redmine does not show the deal terms. Clients notice when delivery assumptions differ from what sales promised during the engagement.
We built the CRM Plugin to eliminate that boundary entirely.
Contact and company management Create and maintain structured records for every client and prospect. Each contact links to a company and holds a complete interaction history with all deals and projects. Custom fields support industry, company size, region, and any classification your team already uses.
Configurable deal pipeline Build a pipeline with stages that reflect your actual sales process not a generic template. Specifically, each deal tracks value, close probability, expected close date, and assigned owner, with a full stage-change history recorded automatically.
Activity logging calls, emails, and meetings Log every client interaction directly against a contact or deal. As a result, the full pre-sales picture is visible to both sales and delivery teams before any project kickoff conversation.
Deal-to-project linking When a deal closes, link it to an existing or new Redmine project in one action. Consequently, the delivery team begins work with the complete deal context already inside the project no handoff document required.
Pipeline and performance reporting Track win rate, deal velocity, and average deal size from within Redmine. Additionally, deal-to-project conversion reporting shows how efficiently your team moves from sales close to delivery start.
MCP-compatible connect via Teams or Slack The Redmineflux CRM Plugin is fully MCP-compatible and supports AI assistant integration. Connect Microsoft Teams or Slack to query deal status, contact records, and pipeline data through your AI assistant without opening Redmine directly.
Redmineflux built the CRM Plugin for services teams and agencies where sales and delivery share the same organisation.
| Role | What changes |
|---|---|
| Sales Lead | Full pipeline and contact management inside the tool the delivery team already uses daily |
| Project Manager | Complete deal context at project start — no handoff document to chase or reconstruct |
| Delivery Head | Sales pipeline visibility alongside delivery status in one unified Redmine environment |
| IT Director | CRM and project delivery in one system — one data store, one audit trail, one tool to govern |
However, it is not the right fit for teams with no pre-sales activity or those on fixed-fee retainers with no per-client deal tracking.
If your team uses the Redmineflux Helpdesk Plugin for client support, the CRM Plugin connects directly to it. Specifically, support escalations reference the full contact and deal history from the same Redmine issue view no context switching required.
Similarly, the Dashboard Plugin surfaces pipeline data alongside delivery metrics inside Redmine. The Timesheet Plugin connects deal activity records to billable time, giving management a complete view of pre-sale and delivery investment per client.
| CRM Plugin | Separate CRM Tool | |
|---|---|---|
| Where sales data lives | Inside Redmine | Separate system |
| Deal-to-project handoff | Automatic link at closure | Manual briefing document |
| Delivery team access | Immediate — same environment | Requires CRM account or export |
| Contact history during delivery | Visible in project view | Locked in sales tool |
| Pipeline and delivery reporting | One system | Cross-tool data export required |
| Additional subscription cost | None | Monthly CRM fee |
Yes the CRM Plugin supports contact import from CSV. Export your existing contacts from any CRM or spreadsheet, then import them directly into Redmineflux. Field mapping is configurable at import time so your existing data structure maps correctly to the plugin’s contact fields.
Yes. Pipeline stages are fully configurable in the plugin admin settings. Add, rename, reorder, and remove stages to match your specific sales process. Specifically, you can configure different pipelines for different deal types within the same Redmine instance.
The CRM Plugin supports manual activity logging for emails, calls, and meetings from within Redmine. Automatic email sync is available via configuration with the Helpdesk Plugin’s email integration. Check the plugin documentation for full setup details.
Redmineflux tests and supports the CRM Plugin on Redmine 5.0.x, 5.1.x, and 6.0.x. Contact support before installing on an older version to confirm compatibility before purchasing.
Yes. The CRM Plugin is fully MCP-compatible. Connect Microsoft Teams or Slack to query contacts, deals, and pipeline data through your AI assistant without opening Redmine directly.
The Redmineflux CRM Plugin is live now.
Buy Plugin — One-time purchase, installs on your Redmine today
