CRM
Contacts, leads on a board by stage, logged calls and meetings, follow-ups and saved segments: the system of record for who your customers are.
Datasheet
Rutba CRM: Product Datasheet
Track leads from first contact to won or lost, keep every conversation attached to the customer it belongs to, and run your support desk off the same contact record your sales team uses.
Generated on request from the live content of this site. Nothing about it is stored ahead of time. File name Tech-Style-Rutba-CRM-Product-Datasheet.pdf.
Every customer, every deal, one place
Track leads from first contact to won or lost, keep every conversation attached to the customer it belongs to, and run your support desk off the same contact record your sales team uses.
| Family | Rutba Suite |
|---|---|
| Category | CRM & sales pipeline software |
| Status | Available |
| Apps included | 4 |
| From | $9 per user / month |
| Works with | Rutba Marketing, Rutba Orders, Rutba Books |
| Buy or trial | rutba.io/suites/crm |
The problem
Why it exists
Most businesses lose deals in the gaps: a lead in someone's inbox, a quote in a spreadsheet, a complaint nobody connected to the account it came from. Rutba CRM keeps contacts, leads, orders, and support tickets on one customer record, so anyone who picks up the phone already knows the whole story.
Fit
Who it is for
- B2B sales teams working a pipeline
- Agencies and service firms quoting repeat clients
- Any business that answers customer questions after the sale
Apps in this product
What you get
Helpdesk
Your own customer service desk: tickets and threads, routing rules you can test before they go live, and SLAs that count business hours, all against the same customer record.
Customer Portal
A self-service window where your customers follow their orders stage by stage, message you about one, and ask to return the items they pick.
Marketplace
List on outside marketplaces or on another Rutba shop: catalog, price and stock pushed out, orders pulled in, and their status sent back.
What it does
Capabilities
- Leads captured from your website, on a board from New to Won with the value at each stage
- Saved segments with a live preview and CSV export, ready to use as a campaign audience
- One contact page: logged calls and meetings, mail filed against the contact, their tickets and their orders
- Ticket queues with priorities, routing rules and business-hours SLAs
- Internal notes that never reach the requester, and notices to the requester, the assignee and watchers
- Self-service customer portal, no extra login to manage
Commercial
Plans and pricing
| Plan | Price | Includes |
|---|---|---|
| Starter | $9 per user / month | Up to 5 users; Contacts & pipeline; Segments; Email support |
| Growth | $19 per user / month | Unlimited users; Helpdesk & SLAs; Customer portal; Marketplace listings; Priority support |
| Enterprise | Custom annual contract | Dedicated cell; Custom SLAs; Onboarding & migration; Named account manager |
Prices are in US dollars and exclude local taxes. Every plan is billed through rutba.io/suites/crm. Annual and multi-product pricing is available on request.
Rutba Suite
How it fits the rest of the suite
Rutba Suite is 23 products in three lines (the business suite, the workspace and the platform services underneath), sharing one customer list and one set of books. Buy the one you need today and add the rest later without a migration.
Rutba CRMRutba MarketingRutba CommerceRutba InventoryRutba OrdersRutba ManufacturingRutba FacilitiesRutba FleetRutba PeopleRutba BooksRutba MailRutba DriveRutba SignRutba Docs & SheetsRutba ChatRutba MeetRutba CallsRutba SendRutba MediaRutba SocialRutba Sign APIRutba StudioRutba Vision
Contact
Talk to us
Tech Style Ltd is a UK technology company building enterprise software, procurement intelligence and AI platforms. Tell us what you are trying to do and we will tell you honestly whether we are the right people for it.
| This document online | www.tech-style.co/rutba/crm |
|---|---|
| Website | www.tech-style.co |
| Enquiries | hello@tech-style.co |
| Products | www.tech-style.co/products |
| Partner programme | www.tech-style.co/partners |
This document was generated on request.
It is built from the live content of tech-style.co at the moment you downloaded it, so it can never quote a price, a version or a status the site has since moved on from. Request a fresh copy any time at www.tech-style.co/downloads.
Take this away as a PDF
Rutba CRM: Product Datasheet, typeset when you click, from the content above.