Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Overview
1.1. Overview
The Rubi CRM Plugin is designed for organisations that manage memberships, training, events, and B2B relationships and want to work more efficiently inside Microsoft Outlook.
This add-in allows teams to connect email communication directly to their Rubi CRM system, reducing manual data entry, improving collaboration, and ensuring that important customer interactions are never lost.
Main Features
Within Microsoft Outlook, the Rubi CRM Plugin allows you to:
- Log email interactions against existing CRM contacts and records
- Create new contacts and CRM records directly from emails
- View key contact and record details without leaving Microsoft Outlook
- Review the history of previous interactions logged by other team members
These features help teams maintain accurate CRM records while working in their normal email workflow.
The Rubi CRM Plugin helps to:
- Eliminate manual copying of email details into the CRM
- Reduce lost or untracked customer communications
- Improve team visibility into customer conversations
- Support faster follow-ups and better relationship management
This add-in is intended for:
- Sales and business development teams
- Membership administrators
- Training and events coordinators
- Account managers working in B2B environments
- Any organisation using Rubi CRM to manage customer relationships
Scope and Limitations
This add-in provides core CRM interaction features inside Microsoft Outlook, such as logging emails, creating contacts, and viewing basic record information.
It does not replace the full Rubi CRM web application. Advanced configuration, reporting, administration, and full record management must be performed in the Rubi CRM web platform.
Any workflows or features that are not available directly inside Microsoft Outlook are clearly handled within the main Rubi CRM system.
Supported platforms
- Outlook on the web
- Outlook for Windows (New Outlook with WebView2 runtime)
(Mobile iOS/Android not supported)