Rubi is the ideal Customer Relationship Manager (CRM) solution for Training and Events-based organisations as it includes all of the tools required to effectively manage data for Events, Training Courses, Bookings, Companies, Contacts and more, all in in one easy-to-use system!
In addition to the company and contact data management tools, Rubi also includes a comprehensive Events module as standard. The built-in Events module can manage data and process bookings for your events and training courses. All bookings within the Events module are directly tied to your existing company and contact records in Rubi, in real time.
Rubi also includes an automated email function for bookings so you can pre-schedule event reminders, post event surveys and other types of email communications for your bookings!
Most of our clients find that Rubi includes the fields and functionality required to effectively manage their data. However, Rubi is fully customisable and enables you to add additional fields, create custom pages, reconfigure system lists and more to meet the needs of your unique business.
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 Training & Events-based organisations.