Training & Events

Rubi is the perfect CRM solution for Training and Event-based organisations that are interested in tracking their companies, contacts and bookings in one easy-to-use system. In addition to Rubi’s company and contact data management tools, Rubi also comes with a comprehensive events module so you can manage all aspects of training and event bookings.

Rubi CRM for Training Organisations

Rubi even comes with an automated e-mail scheduler so you can schedule e-mails to be sent automatically on a specific date and time. Sending out booking confirmations, event reminders and post-event surveys has never been easier! We also offer web integration services so you can link your Rubi CRM directly to your company website and accept bookings and payments.

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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