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) Alerts and tasks for yourself and your team Using the interactions area of Rubi to store your history notes allows you to utilise the tasks and alerts system built in to Rubi. This system allows you to create interactions which you can then "send" or "assign" to a fellow team member to complete. These alerts will then appear on the team members own Rubi when they are next logged in. Alternatively, you can set yourself interaction "tasks." These are interactions which you need to follow up on a particular date. If you're using Rubi Out-Of-Browser (OOB) and have have Microsoft Outlook installed, you can also log these interactions in your Outlook calendar/tasklist which can then update your Blackberry, iPhone or other mobile device. View Video Clip [ X ]
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