Rubi CRMCmis-Uk
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Related Products
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About
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button.
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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!
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accountants, Financial Directors, Finance Managers
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Audience
Businesses searching for a cloud-based CRM solution to improve their services
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$16 per month
Free Version
Free Trial
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Pricing
$15.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationJoiin
Founded: 2018
United Kingdom
joiin.co
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Company InformationCmis-Uk
Founded: 2010
United Kingdom
www.cmis-uk.co.uk
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Categories |
Categories |
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Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
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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
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Integrations
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Xero
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