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. Anytime, anywhere access* Store your clients, contacts and interactions Interactivity with Microsoft Office Integrated Event Management Administer Event Bookings Custom fields specific to your requirements Reporting module for data on demand Link to your website Import data directly to Sage Templated documents for quick mail-merge Alerts and tasks for yourself and your team Data audit and multi-level security Tasklist for basic accounts functions Full system support and backup Microsoft Silverlight and SQL Server 2008 Install on your own server Live Interactive Demo* (*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. [ X ]
Submit your name and email to signup to our newsletter and receive more information about Rubi CRM. Why Us? Interactive Demo Testimonials Features Support Follow Us Address CMIS-UK Ltd Business Chambers 1 Mornington Villas Bradford West Yorkshire BD8 7HB Tel: +44 (0)113 322 6555 info@cmis-uk.co.uk