Customer Management for Easy Redmine

Customer Management for Easy Redmine

This is a bundle of Easy Redmine plugins that streamline all customer processes. It starts with a CRM, continues with Contact database which is integrated with projects and tasks and finishes with complex Help Desk and Invoicing. All is integrated together to increase your sales and customer satisfaction.

Help Desk

It is a solution for complex Redmine Help Desk. It improves customer care and makes it more profitable. There are 2 basic ways of creating help desk tickets – from e-mail or from a simplified user interface. Tickets are stored in projects where you define SLA, pre-paid hours, transfer of „unused„ pre-paid hours and you have all reports at your fingertips.

Key features:

·         tickets from e-mail or simplified user interface

·         sorting of tickets into projects according to customer / products or any other criteria

·         automated e-mail notifications for clients during ticket processing

·         definition of SLA – time to response, time to solve, proprieties, pre-paid hours

·         reports per service project or client + stats of ticket processing

·         invoicing sheets per project or client

·         transfer of „unused“ pre-paid hour to the future

·         customizable Help Desk statistics

It is a management of sales activities and processes for Easy Redmine. It boosts sales performance, moreover, sales activities are in one system together with realization projects. Sales representatives track their cases from lead to contract, managers have complete statistics of sales performance and the funnel, and they manage activities.

Key features:

·         management of CRM cases

·         case statuses + any custom fields

·         integration with invoicing

·         user defined statistics

·         creation of CRM cases from web forms, online stores

Invoicing

It is a complex invoicing tool integrated with Easy Redmine projects and CRM. Invoices are based on time tracking, tasks estimates or manually created items. Invoices can also be linked with clients or CRM cases and sent to clients using an e-mail right from the projects. Global and project based settings makes it a full-featured Redmine invoicing solution.  

Key features:

·         invoices in projects and CRM cases + global invoices above all the projects

·         invoice items from time spent entries, estimated time of tasks or manually created

·         complex invoicing settings and filtering

·         complete invoice in just few clicks - integration with CRM and Contacts plugins

·         invoices are sent to e-mail addresses

·         roles and permissions

·         export of invoices into a PDF with logo and chosen colors

Contacts - Plugin

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

Key features:

·         types of contact – person / company / account

·         contacts can be linked with tasks, projects, CRM cases, users

·         contact search and a „new contact“ option is in the right service panel

·         synchronization with other devices