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1.2. RubiCRM features

RubiCRM comes with standard functionality to:

• Store and manage customer/member records
• Log interactions with contacts
• Set tasks and alerts as part of interactions
• Sales tracking and reporting tools
• View and report on overall customer/member activity
• Create customised reports with the built-in reporting tool
• Fully manage events, training courses and bookings with the Events module
• Pre-schedule automated emails for bookings
• Schedule custom/member comms to send on interval periods
• Link RubiCRM to Outlook via the Rubi Outlook Plugin (Windows)
• Fully customise data fields to meet bespoke requirements
• Integrate with existing MailChimp accounts