B2B Organisations

Does your business trade with other businesses?  Are you searching for a CRM system that’s easy to use and comes with the functionality you require as standard?  If so, the Rubi CRM could be the perfect solution for you. 

Rubi comes with many built-in features that enable B2B companies to effectively manage data for companies, contacts existing customers, prospective customers and also includes a sales tracking module for your Sales teams.  In addition, Rubi is highly customisable which means you have the ability to tailor Rubi in order track and manage data in a format that makes sense for your organisation. 

Some of the other features available with Rubi include:

Company and Contact Tracking MS Outlook & Excel Integration
Membership Tracking & Management Sales/Pipeline/Renewals Management
Interactions/Engagement History Tool Export Documentation Module
Events/Training Module Flexible Search
Bookings Module Custom Report Builder
Automated E-Mail Scheduler (for bookings) Tasks & Alerts
Accounting System Integration (Sage, Xero) Template Generation
Email Marketing Integration (MailChimp) Bulk Contact Tool

Click here to learn more about Rubi features.


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