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support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Repeatedly, we have successfully enhanced efficiency, allowing clients to benefit from valuable additional time. Ruby Datum guarantees an unparalleled user experience, as each feature undergoes thorough usability testing to maintain a streamlined interface. Users have the flexibility to enable or disable features through comprehensive settings. We have established integrations with top-tier platforms and are dedicated to aligning your user journey seamlessly with Ruby Datum and your preferred tools, such as iManage, Ayfie, or your bespoke client portal. Each platform can be tailored with custom colors to reflect your brand or the specific needs of the clients you serve. Additionally, user levels, site configurations, custom fields, and various features can be activated or deactivated through our user-friendly setup panels. These configurations can be saved and transferred to new sites for convenience. Our experienced team, well-versed in virtual data rooms, is available 24/7 to offer complete technical assistance and support whenever needed, ensuring your operations run smoothly. With our commitment to excellence, we aim to empower your organization and enhance overall productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

21YunBox
Bunnyshell
CloudSponge

Integrations

21YunBox
Bunnyshell
CloudSponge

Pricing Details

$15.00/month/user
Free Trial
Free Version

Pricing Details

$700.00/year
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

Cmis-Uk

Founded

2010

Country

United Kingdom

Website

www.cmis-uk.co.uk

Vendor Details

Company Name

Ruby Datum

Founded

2016

Country

United Kingdom

Website

www.rubydatum.co.uk

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

Product Features

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Alternatives

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