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)

Store your clients, contacts and interactions

The Rubi system enables you to store a wide variety of information regarding your clients, contacts, customers and prospects. This data can additionally be customised to your own requirements within your System Properties area. Add new services, business categories, customer statuses and types and many other fields. Rubi allows you to store data at the Company AND Contact level. At the Company level you are able to store data regarding standard telephone, fax, website and email as well as Main Address, Billing Address and Head Office addresses. Using the "Business" tab of a company record you can record business descriptions, category, turnover and number of employees. The "Customer/Membership" tab allows organisations to record who looks after a client, who has signed them up with you, any renewal dates and when they joined with you. Additionally, as a standard field Rubi allows you to store where they heard about you - this is great for analysing your marketing materials! Rubi is packed full of other functionality including:

  • Contact Interests
  • Contact Address
  • Contact Specific Details (mobile, email etc)
  • Company Sales
  • Company Intl Trade
  • Company Offers
View Video Clip
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