Membership Organisations

Rubi CRM for Membership Organisations

Rubi is the ideal Customer Relationship Manager (CRM) solution for membership-based organisations. Rubi includes all the tools you need to effectively manage data for Company, Contact, Membership Programmes, Events, Bookings and more, all in in one easy-to-use system! Rubi can even be integrated with your MailChimp account and your Sage 50 or Xero accounting product.

Membership Focus

The Rubi CRM was initially created for Chambers of Commerce to process memberships, administer events, maintain member history, and target prospective members.  The Rubi CRM has evolved, through user suggestions and feedback, to include integration options suitable for organisations operating in a wide range of sectors.

Rubi is highly customisable providing you the opportunity to further shape the system to fit the needs of your unique organisation.  Most membership-based organisations who choose the Rubi CRM find little, or no need at all, for further customisation as virtually all functionality they require is included as standard. 

Our membership-based clients also enjoy having the ability to create value statements with renewals, easily identify prospective members, create groups for marketing lists, fully manage events and bookings, and more, all in one place.

Some of the features available with Rubi include:

Company Data ManagementContact Data Management
Membership Tracking & AdministrationUser Tasks & Alerts
Sales/Pipeline/Renewals ManagementAccounting System Integration (Sage, Xero)
Interactions/Engagement History Tool Export Documentation Module
Events/Training Module   Bookings Module
Automated E-Mail Scheduler (for bookings)Flexible Search Functions
Custom Report BuilderTemplate Generation
Email Marketing Integration (MailChimp)Bulk Contact Tool
MS Outlook & Excel IntegrationUser Permission Settings

Interested in learning more? Click here to learn more about Rubi functionality and the additional services we offer.


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