Everything you need to transform your contact center operations. Native NICE CXone integration, real-time analytics, and enterprise-grade security - all in one powerful platform.
Built from the ground up for contact center excellence
Instant customer data popup when calls arrive. Auto-search by ANI, DNIS, or custom fields. Sub-second response times with zero manual lookup.
One-click outbound dialing from any phone field. Direct integration with NICE CXone softphone. Automatic call logging and disposition capture.
Bidirectional data sync between CRM and CXone. Agent states, contact history, and disposition codes flow seamlessly in real-time.
Full historical view of all CXone contacts. Search by contact ID, master ID, or customer. Link NICE data to CRM records automatically.
Real-time agent status grid, queue metrics, and skill performance. Server-sent events for instant updates without polling.
Access NICE CXone custom reports directly in the CRM. Filter by date, agent, skill, or channel. Export to CSV or Excel.
Complete floor management view with agent status, performance metrics, payment activity, and scheduling all in one place.
Track individual and team KPIs including AHT, FCR, contacts handled, and quality scores. Identify coaching opportunities.
Advanced reporting with customizable widgets. Drill-down capabilities, scheduled reports, and automated alerts.
Gamify performance with real-time leaderboards. Track by skill, team, or organization. Motivate agents with visible rankings.
Built-in coaching workflows with session tracking, feedback forms, and improvement plans. Document everything for compliance.
Agent scheduling with shift management, time-off requests, and availability tracking. Integrate with workforce management.
Native Stripe integration for card payments. Secure tokenization, refunds, and recurring billing all from within the CRM.
PCI DSS Level 1 compliant payment handling. No card data touches your servers. Secure agent-assisted payments.
Track payments by agent, customer, or time period. Reconciliation reports, refund tracking, and collection analytics.
Upload documents, images, and files directly to customer profiles. Drag-and-drop or click to upload with automatic file type validation and secure storage.
Support for images (JPEG, PNG, GIF, WebP), PDFs, Word documents, Excel spreadsheets, CSV files, and plain text. Preview images inline.
Organize files by type: contracts, invoices, ID documents, photos, correspondence, and more. Add descriptions for quick reference and easy retrieval.
Granular permissions by role. Admin, manager, agent, and custom roles with field-level security controls.
Complete audit trail of all user actions. Who did what, when, and from where. Meet compliance requirements easily.
Single sign-on with SAML/OAuth. Two-factor authentication for all users. IP whitelisting and session management.
See how we compare to other contact center CRM solutions
| Feature | Rubi Professional | Generic CRM | Built-in CXone |
|---|---|---|---|
| Native CXone Screenpop | |||
| Click-to-Dial Integration | |||
| Contacts Completed Sync | |||
| Custom Field Mapping | |||
| Payment Processing | |||
| Manager Dashboards | |||
| Document Management | |||
| 5-Minute Setup | |||
| DEVone Certified |
Join thousands of agents already using Rubi Professional. Start your free 14-day trial today.