Rubi CRM

Rubi CRM

Cmis-Uk
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About

Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs. By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction. Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs - nothing beats Excel! Faster generation of reports applied across all your clients - reduce your costs and engage with new clients moving to the cloud. Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.

About

Rubi includes all of the tools required to effectively manage data for your Members, Customers, Contacts, Sales, Events, Training and Bookings. We also offer a wide range of integration options including Website, Outlook, Sage, QuickBooks, Xero, eCERT and Zoom services. We are CMIS-UK, an experienced UK based CRM provider and the creators of the outstanding Rubi CRM system. Since 2010, we have been working in partnership with businesses across the UK and globally to improve data management processes through high quality CRM Products, Services and Support. Rubi is a cloud-based Customer Relationship Manager (CRM) solution for companies that offer Membership, Training, Events and B2B services. Accessible via any device connected to the internet, Rubi is also packed with functionality to effectively manage data for Companies, Contacts, Membership Programmes, Events, Training Courses, Bookings and more!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountant solution for businesses

Audience

Businesses searching for a cloud-based CRM solution to improve their services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$35 per month
Free Version
Free Trial

Pricing

$15.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DataDear
Malta
www.datadear.com

Company Information

Cmis-Uk
Founded: 2010
United Kingdom
www.cmis-uk.co.uk

Alternatives

Alternatives

RubyMotion

RubyMotion

Scratchwork Development LLC
Flash Reports

Flash Reports

Finatical Software
Ruby

Ruby

Ruby Language
Ruby

Ruby

Ruby Receptionists

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Event Management Features

Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties

Integrations

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero
Claim DataDear and update features and information
Claim DataDear and update features and information
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