Top Features

There are loads of features built in to the Rubi CRM system but we've listed some of the main ones for you below. Click the title for more information about a specific feature and check out the video clips demonstrating the software in action.

(*requires internet connection)

Features Overview

Available anytime, anywhere with an internet connection

Rubi is a web-based product and requires a simple and free download of the Microsoft Silverlight Plug-in.

Connect to your website

Want to link your website to your Rubi event calendar? Or allow your customers to make bookings which are automatically created in your Rubi application? We can make this functionality available based on your requirements and are more than happy to speak with your web developers.

Integrates with Microsoft Office

Rubi works alongside your Microsoft Office application allowing you to quickly generate emails from templates and record calendar events and tasks.

Reporting Module

The reporting module of Rubi allows you to generate data based on specific needs. For example, you can select multiple criteria and return matching results eg all records with between 1 and 100 employees in the LS1 postcode.

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