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 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.