Training & Events

Rubi CRM for Training & Events

Rubi is the ideal Customer Relationship Manager (CRM) solution for Training and Event-based organisations that are interested in tracking companies, contacts, and bookings all in one easy-to-use system.

In addition to Rubi’s company and contact data management tools, Rubi also includes a comprehensive events, courses, and bookings module to manage all aspects of training and bookings. Bookings created within Rubi are directly tied to existing company and contact records which ensures a complete and consistent history of bookings for contacts. Rubi can even be integrated with your MailChimp account and your Sage 50 or Xero accounting product.

Training & Events Focus

Rubi was originally created for Chambers of Commerce to process memberships, administer events/bookings, maintain member history, and target prospective members. Through years of user consultation and feedback, Rubi has evolved into a system suitable for organisations operating in a wide range of sectors, including Training and Events.

Our Training and Events based clients are currently using Rubi to fully manage their event and training bookings without the need for a separate events bookings system. Utilising Rubi’s built-in Events/Training module, our clients can create event and training records, process bookings for contacts, schedule automated emails for bookings, generate bookings reports and more. We also offer web integration services so you can link your Rubi CRM directly to your company website to accept bookings and payments online.

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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