# Rubi CRM Reviews **Vendor:** CMIS **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About Rubi CRM Rubi CRM is a cloud-based Customer Relationship Management solution tailored for businesses offering membership programs, training courses, events, and B2B services. Accessible from any internet-connected device, Rubi CRM provides a comprehensive suite of tools to manage data related to companies, contacts, memberships, events, training courses, and bookings. Its user-friendly interface and customizable features make it an ideal choice for organizations seeking to streamline their data management processes. Key Features and Functionality: - Membership Management: Track membership statuses, manage joining and renewal subscriptions, monitor member activities, and generate comprehensive reports. - Company and Contact Management: Store and manage company and contact data, including multiple addresses and social media accounts, with customizable fields to suit specific business needs. - Events and Bookings Module: Fully manage events and training courses, process bookings and payments, schedule automated booking emails, and generate targeted marketing lists. - Sales Tracking: Monitor all sales activities, create custom sale items, manage pipelines, and integrate with accounting systems like Sage, Xero, and QuickBooks for streamlined processes. - Task Management: Log interactions, set tasks and alerts for users, manage upcoming tasks, and integrate with Outlook calendars. - Reporting Tools: Generate customized reports based on any fields, including custom fields, and link saved reports to Excel with password protection options. - Marketing Tools: Send bulk emails, log interactions in bulk, view and update MailChimp audiences, and manage contact interests and subscriptions. - Integrations: Seamlessly integrate with services such as Outlook, Sage, Xero, QuickBooks, MailChimp, eCERT, and Zoom to enhance functionality and reduce administrative tasks. Primary Value and Solutions Provided: Rubi CRM addresses the complex data management needs of membership-based organizations, training providers, event coordinators, and B2B companies by offering a centralized platform that simplifies and automates various processes. By consolidating membership management, event coordination, sales tracking, and marketing efforts into a single, user-friendly system, Rubi CRM enhances operational efficiency, reduces administrative overhead, and improves customer engagement. Its customizable features and extensive integration capabilities ensure that businesses can tailor the system to their unique requirements, ultimately leading to better data management and informed decision-making. ## Rubi CRM Reviews ### 1. An Outstanding CRM software for Great Customer Experience Management **Rating:** 5.0/5.0 stars **Reviewed by:** Essohouna T. | APA Member, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Rubi CRM?** I found Rubi CRM software to be one of the most invaluable assets of my organization. The functions it offers are appealing. With Rubi CRM I don't look elsewhere thanks to the tools that help to effectively manage data for my Members, Customers, Contacts, Sales, and Events. On top of that, the training it offers makes it stand out among many CRM software thus, very great for anyone looking for CRM for a business. I used Rubi CRM monthly for three to five years before passing it over. During that, its easiness of implementation is also something important to mention. It has a user-friendly interface. Further, the CRM has good customer support because you can get a response to any of your concerns leading to a good customer experience at hand. Sharing information and data during the meetings is incredible due to easiness of integrating with other software or tools. This makes me happy to use Rubi CRM and I highly recommend it. **What do you dislike about Rubi CRM?** Well, there is always something that one may feel uncomfortable with some software, but most of the time it is related to our own issues. For example, if my internet connection is low, I face some little slow down, but the software is not to blame, rather my internet connection. If not, I don't think Rubi CRM software has something negative to mention and this is the reason I like it so much. **What problems is Rubi CRM solving and how is that benefiting you?** With this Rubi CRM software, I can access and effectively manage data for your Members, Customers, Contacts, Sales, and Events, anywhere at any time. I can manage it and offer a good experience to customers. This software lets me easily update the information as I want and make everything clear and accessible. ### 2. Was working with Ruby CRM on some of my clients before, the CRM has a user-friendly interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2022 **What do you like best about Rubi CRM?** I like it's interface and plenty flexible features that adaptable for every kind of projects **What do you dislike about Rubi CRM?** A lot of features could be in a first time hard to adapt **What problems is Rubi CRM solving and how is that benefiting you?** almost solves most issues during the project stages with features that Ruby CRM hasdoesn't mattare the business type, it almost solves most issues during the project stages with features that Ruby CRM has - [View Rubi CRM pricing details and edition comparison](https://www.g2.com/products/rubi-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-31+22%3A09%3A29+-0500&secure%5Bsession_id%5D=d95087fc-2dbd-4c78-9c5e-0056e1c5a732&secure%5Btoken%5D=727b93fe257617b5f1e1c69613123dc25a5b1d47dc3cfb78fc4586fdc6bdb22e&format=llm_user) ## Rubi CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Rubi CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,606 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,154 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,208 reviews)