Rubi CRM

Rubi CRM

Cmis-Uk
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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.

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

Accountants, Financial Directors, Finance Managers

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

$16 per month
Free Version
Free Trial

Pricing

$15.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Joiin
Founded: 2018
United Kingdom
joiin.co

Company Information

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

Alternatives

Alternatives

RubyMotion

RubyMotion

Scratchwork Development LLC
FinAlyzer

FinAlyzer

Beyond Square Solutions
Ruby

Ruby

Ruby Language
Ruby

Ruby

Ruby Receptionists
Talentia CPM

Talentia CPM

Talentia Software

Categories

Categories

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

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
QuickBooks Online Advanced
Sage Intacct
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Xero
Claim Joiin and update features and information
Claim Joiin and update features and information
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Claim Rubi CRM and update features and information