Migrate your Rubi CRM data
UK-built CRM for membership, training, events, and B2B service organisations with native accounting integrations and an Outlook email plugin.
In its favor
Why people choose Rubi CRM
The signal that keeps Rubi CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Vertical fit for membership, training, events, and B2B services — Rubi's data model treats Members, Memberships, Events, and Bookings as first-class objects rather than custom builds on a generic CRM.
Native UK accounting bolt-ons (Sage, QuickBooks, Xero) align with how UK SMBs already invoice and track receivables, reducing manual reconciliation.
Flat single-tier pricing at £25/user/month with all core features included removes upgrade decisions and add-on negotiation common to bigger CRMs.
UK-based vendor (CMIS-UK, Leeds) with included email and phone support from a UK team — important for buyers requiring GDPR-aligned support routing and same-timezone help.
Outlook plugin logs email interactions directly against CRM contacts, reducing context switching for sales and member-services staff who live in their inbox.
Concentrated UK membership/training focus limits fit for non-UK organizations or businesses outside membership/event verticals.
Public technical/API documentation is limited — the Developer Hub is gated and endpoint references are not indexed publicly, complicating custom integrations.
Reports module exports flat snapshots rather than relational data, making it less useful as a long-term BI source or migration extract.
Outlook plugin handles inbound email logging only — outbound automation, sequencing, and marketing workflows are not bundled and require separate tools.
Smaller global community and review footprint compared to HubSpot, Salesforce, or membership-specific competitors like Wild Apricot or MemberClicks.
Reasons to switch
Why people leave Rubi CRM
The recurring reasons buyers give for replacing Rubi CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Rubi CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Rubi CRM pricing overview
No published pricing tiers were found in available research. Rubi CRM is positioned for small-to-medium organisations with a focus on membership and training verticals, suggesting per-user or tiered plans typical of UK SMB CRM vendors. Direct inquiry with CMIS-UK is required for current rates.
Rubi Pro
Tier 1 of 1
£25/user/month (flat single tier)
What's included
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What gets migrated
Rubi CRM object support
Object-by-object support for Rubi CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are Rubi CRM's primary person records, storing name, email, phone, and address. Standard fields migrate 1:1. We preserve any custom contact properties as custom fields in the destination.
Companies
Fully supportedCompany records hold business-level data and are related to Contacts. We map the Company-Contact relationship explicitly, using name-matching where no foreign key exists in the export.
Members
Mapping requiredMember is a distinct record type in Rubi CRM tied to the membership module. We map Member ID and membership status, but tier names and renewal dates require field-value mapping against the destination's equivalent subscription or plan object.
Memberships
Mapping requiredMembership records track individual subscriptions against Member profiles. We map start dates, end dates, and tier names, but Rubi CRM does not export full subscription history in a single pass — we flag partial histories upfront.
Events and Training
Mapping requiredEvents are Rubi CRM objects with bookings tied to Contacts or Members. We map the event name, date, and booking status, but seat-level attendance data requires a separate export run from the Events module.
Sales Pipelines
Mapping requiredRubi CRM uses a Kanban-style pipeline view. Stage names are user-defined custom fields stored against deal records, not a native pipeline object. We extract stage values during the scoping call and rebuild them as pipeline stages in the destination.
Activities
Mapping requiredEmail interactions logged via the Outlook plugin are stored as Activities linked to Contacts. We export activity timestamps, subject, and body text, but thread-level threading from the original email chain is not preserved in a standard export.
Tasks
Fully supportedTasks are standard records with owner, due date, and status. We map these directly and re-assign ownership by username lookup in the destination org.
Custom Fields
Mapping requiredRubi CRM allows custom fields per record type but does not expose a schema endpoint. We discover custom field names during the export scoping phase and create matching fields in the destination before import.
Reports and Audit Logs
Not in this platformRubi CRM's Report Builder exports data snapshots and its Audit log tracks user actions. Neither contains transactional CRM records. We do not migrate these objects as they are point-in-time exports, not live data.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are Rubi CRM's primary person records, storing name, email, phone, and address. Standard fields migrate 1:1. We preserve any custom contact properties as custom fields in the destination. |
| Companies | Fully supported | Company records hold business-level data and are related to Contacts. We map the Company-Contact relationship explicitly, using name-matching where no foreign key exists in the export. |
| Members | Mapping required | Member is a distinct record type in Rubi CRM tied to the membership module. We map Member ID and membership status, but tier names and renewal dates require field-value mapping against the destination's equivalent subscription or plan object. |
| Memberships | Mapping required | Membership records track individual subscriptions against Member profiles. We map start dates, end dates, and tier names, but Rubi CRM does not export full subscription history in a single pass — we flag partial histories upfront. |
| Events and Training | Mapping required | Events are Rubi CRM objects with bookings tied to Contacts or Members. We map the event name, date, and booking status, but seat-level attendance data requires a separate export run from the Events module. |
| Sales Pipelines | Mapping required | Rubi CRM uses a Kanban-style pipeline view. Stage names are user-defined custom fields stored against deal records, not a native pipeline object. We extract stage values during the scoping call and rebuild them as pipeline stages in the destination. |
| Activities | Mapping required | Email interactions logged via the Outlook plugin are stored as Activities linked to Contacts. We export activity timestamps, subject, and body text, but thread-level threading from the original email chain is not preserved in a standard export. |
| Tasks | Fully supported | Tasks are standard records with owner, due date, and status. We map these directly and re-assign ownership by username lookup in the destination org. |
| Custom Fields | Mapping required | Rubi CRM allows custom fields per record type but does not expose a schema endpoint. We discover custom field names during the export scoping phase and create matching fields in the destination before import. |
| Reports and Audit Logs | Not in this platform | Rubi CRM's Report Builder exports data snapshots and its Audit log tracks user actions. Neither contains transactional CRM records. We do not migrate these objects as they are point-in-time exports, not live data. |
Gotchas
What to watch for in Rubi CRM migrations
Issues we've hit on past Rubi CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Pipeline stages are stored as user-defined custom field values, not a native pipeline object
Outlook plugin does not preserve email thread continuity
Memberships and Events require separate export passes
Acquisition by Sapling Multi Ventures introduces roadmap uncertainty
| Severity | Issue |
|---|---|
| Medium | Pipeline stages are stored as user-defined custom field values, not a native pipeline object |
| Medium | Outlook plugin does not preserve email thread continuity |
| Medium | Memberships and Events require separate export passes |
| Low | Acquisition by Sapling Multi Ventures introduces roadmap uncertainty |
Leaving Rubi CRM?
Where Rubi CRM customers move next
12 destinations Rubi CRM can migrate to.
How a Rubi CRM migration works
Four steps, Rubi CRM-specific
Connect
Not publicly indexed (Developer Hub is gated; specific scheme not surfaced in public docs) into Rubi CRM. Scopes limited to read-only on the data we move.
Map
We translate Rubi CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Rubi CRM quirks before production.
Migrate
Full migration with Rubi CRM rate-limit handling. Rollback available throughout.
FAQ
Rubi CRM migration FAQ
Answers to the questions buyers ask most during Rubi CRM migration scoping. Not seeing yours? Book a call.
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