Features
Rubi is packed with off-the-shelf functionality that enables businesses to track and manage data in line with their unique requirements
Key Features
Membership Management
- Track Membership or Customer Statuses
- Easily Manage Joining & Renewal Subscriptions
- Full Scope Activity Tracking (e.g. sales, event bookings)
- Comprehensive Reporting Tools
- Member Value Statement Generation
- Company & Contact Interest Tracking
Company Data Management
- Track & Manage Company/Contact Data
- Track & Manage Multiple Addresses
- Track & Manage Social Media Accounts
- Upload, Manage & Share Files
- Track & Manage Interests
- Customise Fields to Suit Your Business
Events & Bookings Module
- Fully Manage Events & Training Courses
- Process Bookings & Payments
- Pre-Schedule Automated Booking Emails (e.g. confirmations, reminders, surveys)
- Upload, Manage & Share Files for Events
- Generate Targeted Marketing Lists for Events
- Customise Fields to Suit Your Business
Sales Tracking
- Track & Manage All Sales Activity
- Easily View & Report All Sales Activity
- Create Custom Sale Items
- Track & Manage Pipeline Items
- Streamline Sales with Sage, Xero & QuickBooks Integration
Task Management
- Log Various Types Interactions
- Set Tasks for Yourself or Other Rubi Users
- View & Manage Upcoming Tasks
- Add Tasks to Outlook Calendars
- View All Upcoming Tasks
- Send & Receive Alerts for Interactions
Report Generation
- Easily Generate Custom Reports
- Instantly Generate Saved Reports
- Create Custom Field Based Reports
- Link Saved Reports to Excel
- Add Password Protection for Reports
Built-In E-Marketing Tools
- Send Bulk Emails to Contacts
- Log Interactions in Bulk
- View MailChimp Audiences
- Update MailChimp Audiences
- Bulk Update Contact Interests & Subscriptions
Outlook Integration
- Log Sent or Received Emails
- View Member/Customer Information
- Link Emails to Existing Events/Training Courses
- Add Appointments to Outlook Calendar
