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Description
Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting document—be it a journal entry, invoice, bill, purchase order, or bank transaction—you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systems—after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.
Description
Rubi encompasses all the essential tools needed to manage data efficiently for your Members, Customers, Contacts, Sales, Events, Training, and Bookings. Additionally, we provide a diverse array of integration options such as with Website, Outlook, Sage, QuickBooks, Xero, eCERT, and Zoom services. As CMIS-UK, a seasoned CRM provider based in the UK, we are proud to have developed the exceptional Rubi CRM system. Since our inception in 2010, we have collaborated with businesses throughout the UK and internationally to enhance data management processes by offering high-quality CRM Products, Services, and Support. Rubi serves as a cloud-based Customer Relationship Management (CRM) solution tailored for organizations that provide Membership, Training, Events, and B2B services. Easy to access from any internet-enabled device, Rubi is rich in features designed to manage data effectively across Companies, Contacts, Membership Programs, Events, Training Courses, Bookings, and much more! Moreover, our commitment to continuous improvement ensures that Rubi evolves to meet the changing needs of our clients, making it an invaluable tool for modern businesses.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
Xero
Pricing Details
$35 per month
Free Trial
Free Version
Pricing Details
$15.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DataDear
Country
Malta
Website
www.datadear.com
Vendor Details
Company Name
Cmis-Uk
Founded
2010
Country
United Kingdom
Website
www.cmis-uk.co.uk
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
CRM
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
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