Home → Introduction to RubiCRM → New user to RubiCRM? → Your introductory basic training session
2.1. Your introductory basic training session
Introduction
Firstly, welcome to Rubi CRM! We are excited to have you as part of the Rubi community. Rubi is a cloud-based Customer Relationship Manager (CRM) solution for companies that offer Membership, Training, Events and B2B services. Accessible via any device connected to the internet, Rubi is also packed with functionality to effectively manage data for Companies, Contacts, Membership Programmes, Events, Training Courses, Bookings and more!
Rubi is known for being user-friendly, highly customisable and integrated with many 3rd party
services.
User Friendly
With its simple design and easy-to-use interface, Rubi is one of the most comprehensive yet user-friendly CRM systems available on the market.
Customisable
Rubi is highly customisable and can be easily tailored to capture and manage data in line with your unique business requirements. Rubi System Admins can request customisations via our support team at support@rubicrm.com.
Integrations
Rubi can be integrated with a wide range of services, including your company website, MS Outlook, Sage, QuickBooks, Xero, eCERT and Zoom!
This guide will detail some of the common areas and functionality that Rubi CRM provides.
Training Session
To start off, watch our training session to get you up to speed on the basics of the system, learning where to find some of the common things.
Extra Introductions
Rubi Outlook Plugin
The Rubi Outlook Plugin enables Windows Users to link their MS Outlook Classic account directly to Rubi.
- Once activated, the plugin will enable you to:
- Log sent or received emails as interactions directly within Outlook
- View member/customer details (including recent interactions) directly within Outlook
- Create new contact records directly within Outlook
For more information regarding the plugin, please visit the Support Centre here.
Understand how to send a single email interaction
It's easy to send emails within the RubiCRM system!
You can create email interactions across the CRM, whether that be against existing items such as a booking, invoice, sale pipeline, or you can create ad hoc email interactions.
When creating an email interaction against an item, simply open the item (booking/invoice/sales pipeline) and look for the speech bubble icon at the top of the pop-up.
For more information, and if creating an ad hoc email interaction, follow our guide here.
You can send email interactions via the Outlook Plugin or using the Email Service (SMTP). To send via the Email Service, you must have at least one SMTP Account set up. More information on creating and managing SMTP accounts is linked.
Understand how to send emails in bulk
The Bulk Contact tool is similar to the single email interaction tool. However, as the name suggests, you can do this in bulk!
You can load contacts into the "To" field using different methods.
1. Simply typing emails into the "To" field.
2. Select a report you have created in the Reports module.
3. Pasting ContactGUIDs into the "Paste GUID" section.
For more information, please consult the guide here, which contains a helpful video.