One Platform ThatRuns Your Business
Manage every operation from one place — from sales to warehouse, from deliveries to finance. Rubi CRM is cloud-based, so your data is at hand wherever you are.
What is Rubikas?
Unify Your Operations
Rubikas is a comprehensive business management system that brings all your operations together on a single platform — from sales to warehouse, from deliveries to finance.
By gathering your data, processes and teams in one place, it helps you make faster, more accurate and more profitable decisions.
Who is it for?
Built for distributors, wholesalers, retailers, manufacturers and any company running field operations.
Sales Management
Speed up field sales and manage orders with ease.
Customer Management
Bring every customer detail onto one screen and strengthen relationships.
Product & Stock
Track stock in real time and set minimum levels.
Warehouse Management
Manage all in-warehouse movements and track goods in and out.
Delivery & Logistics
Delivery planning, route optimisation and tracking on one screen.
Finance & Accounting
Invoices, payments, credit control and financial reports keep your business safe.
Reporting & Analytics
Make the right calls fast with real-time reports and analytics.
Roles & Security
Role-based permissions and security layers keep your data safe.
Sales App
Speed Up Field Sales
Give your field sales teams everything they need in a single app. Take orders faster, manage customers better and grow your sales.
Instant order creation
Create an order in seconds and send it to head office.
Sell by barcode
Scan the barcode, add the product and sell in moments.
Campaigns & discounts
Apply campaigns and manage special discounts with ease.
Customer balance view
See up-to-date balance and debt information instantly.
Credit limit control
Check credit limits on the spot and minimise risk.
Sales history access
Reach per-customer sales history quickly and easily.
Take Controlof Your Stock
Track your stock in real time, spot critical levels before they hit and run every warehouse process without errors.
Warehouse App
Real-time stock tracking
Follow every stock movement live and always work with current data.
Minimum stock alerts
Get warned before levels fall below critical thresholds and avoid stock-outs.
Product transfers
Manage transfers between warehouses with ease and keep stock balanced.
Purchasing management
Raise requests, follow approvals and strengthen your supply chain.
Stock adjustments
Fix count differences quickly and keep records accurate and current.
Product analytics
Analyse turnover and performance to make better decisions.
Track DeliveriesLive
Watch your delivery operations in real time, optimise your routes and complete every delivery on time and in full.
Delivery App
Delivery routes
Build the best routes and speed up your delivery process.
Vehicle planning
Plan vehicles and use capacity as efficiently as possible.
Driver assignments
Assign the right drivers to the right jobs and lift performance.
Live location tracking
Follow vehicle locations live and step in the moment it's needed.
Delivered customers
See delivery statuses instantly and raise customer satisfaction.
Delivery history
Access, report on and analyse your full delivery history.
Manage Customers from One Screen
View your whole customer portfolio in one place, manage visit plans and give your field teams instant access to customer information.
RubiCRM
Customer List
View every customer on a single screen.
Fast Search
Search across thousands of customers in seconds.
Location Details
View customer addresses and locations.
Visit Planning
Manage and plan field visit days.
Customer Details
Access account, contact and operational information.
Standard Data Structure
Keep every customer record in one consistent format.
Order ManagementMobile Order Creation
Sales reps create orders at the customer's side, check stock on the spot and send orders to head office instantly.
Order Management
Product Search
Reach any product in seconds.
Barcode Scanning
Create orders fast by scanning.
Price View
See current prices instantly.
VAT-Inclusive Pricing
Show customers the net sale price.
Stock Check
Confirm stock before the order goes out.
Basket Builder
Group orders easily and send them off.
- 1Pick the ProductSearch products and view their details.
- 2Scan the BarcodeScan the product quickly with the barcode reader.
- 3Check StockCheck and confirm current stock levels.
- 4Add to BasketAdd products to the basket and set quantities.
- 5Send the OrderSend the order to head office instantly.
Multi-PaymentInfrastructure
Collect customer payments quickly, safely and easily with a choice of payment options. Totals are calculated automatically by the system.
Payment Collection
- Item totals, VAT and grand totals calculated automatically
- Clear, accurate and transparent financials for everyone
- Controlled returns: requests are reviewed and approved before processing
Supported Payment Methods
Faster Collections
With multiple payment methods, collections are completed much faster.
Instant Financial Records
Payments are recorded the moment they happen; records are created automatically.
Healthier Cash Flow
Collections are managed from a single point, keeping cash flow healthy.
Order & Payment Summary
Order & Payment SummaryFull Financial Clarity
See the financial detail of an order at once, let the totals calculate themselves and close the payment quickly.
Controlled Returns
Every return request is reviewed and approved before it is processed.
Automatic Calculation
Item totals, VAT and grand totals are worked out instantly.
Full Financial Clarity
Clear, accurate and transparent figures for everyone.
Faster Collection
A clear payment summary speeds the whole collection up.
Integrated Records
Collection data is saved automatically for finance teams.
What does the system check?
- Whether the right product was sent
- Ordered vs delivered quantities
- Unit and packaging differences
- Unit price changes
- VAT rates
- Missing, extra or wrong items
AI-Powered
AI-PoweredSmart Order & Invoice Control
A 500-line order, checked in seconds. The products your company ordered and the products your supplier invoiced are compared automatically with AI.
The system reads differently written product descriptions, matches the right products and surfaces every difference on one screen.
From manual checks to smart control
Where hundreds of invoice lines were once checked one by one, every check is now completed in seconds — fast and reliable.
Orders can be placed at any time, are held until the delivery day and are processed automatically when it arrives.
Customer App
Let Customers ManageTheir Own Orders
Orders, account balance and delivery tracking in one app. Your customers order whenever they like, view their account and follow their delivery with ease.
Easy Ordering
Customers can create an order whenever they want.
Account Balance
Debt, balance and payment status are visible in real time.
Previous Orders
Previously bought products are reordered with one tap.
Delivery Tracking
Order delivery status and delivery day are easy to follow.
Invoices & Statements
Every invoice and account statement is within reach.
Instant Notifications
Order, delivery and payment notifications arrive instantly.
Gains for Management
Gains forManagement
Digital Transformation for Field Sales Operations
Results
- More customer visits
- Faster order creation
- Faster payment collection
- Lower operating costs
- Real-time field visibility
- Higher customer satisfaction
- Measurable sales performance
We empower field teams with mobile technology, managing sales, ordering and payment collection on a single platform.
Ready to run your business on one platform?
Tell us about your operation and we'll show you how Rubi CRM adapts to your business with a personalised demo.
No commitment. Free demo.
