Customer Relationship Manager (CRM) Solution for Membership
Rubi is the ideal Customer Relationship Manager (CRM) solution for membership-based organisations as it includes the tools required to effectively manage data for Companies, Contacts, Membership Programmes, Events, Bookings and more, all in in one easy-to-use system!
Rubi was initially designed for Chambers of Commerce to track memberships, manage events, maintain interaction history and successfully target prospective members. Subsequently, Rubi has developed over the years into a robust CRM solution packed with off-the-shelf functionality specifically tailored for Membership-based organisations.
In addition to Rubi’s comprehesive functions, it also includes built-in membership tracking tools to effectively manage membership programmes both at the company and individual contact levels. Our Membership-based clients also enjoy the ability to easily create value statements with renewals, quickly identify prospective members, create marketing lists, fully manage events, process bookings and more, all in one place.
Most of our membership-based clients find that there is very little or no need at all for further customisation when choosing Rubi as their CRM system. However, Rubi is highly customisable which provides you with the opportunity to further tailor the system to fit the needs of your unique organisation.
Some of the features available with Rubi include:
|Company Data Management||Contact Data Management|
|Membership Tracking & Administration||User Tasks & Alerts|
|Sales/Pipeline/Renewals Management||Accounting 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 Builder||Template Generation|
|Email Marketing Integration (MailChimp)||Bulk Contact Tool|
|MS Outlook & Excel Integration||User Permission Settings|
Click here to view Rubi features and learn more about why Rubi is the preferred CRM solution for Membership organisations.