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) Integrated Event Management Unlike other CRM products, the Rubi system includes an integrated Event Management and Booking system. Rather than having multiple databases and systems to record your customers and clients, then have to load them in to your events system, with Rubi you simply load a contact then book them on to any required events. Rubi allows you to view all the bookings made for a particular contact as well as generate personalised booking confirmations for them which can be sent from your email software. Additionally, Rubi allows you to store information regarding your events including dates, times, number of places, agenda, cancellation policies and many other items. This helps you to monitor the activity and popularity of your events while making sure not to overbook. View Video Clip [ X ]
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