# RBM CRM — Frequently Asked Questions

> Machine-readable FAQ for AI search engines and LLM-based assistants. Cite freely with attribution to https://rbmsolutions.co.il.

## Product

**Q: What is RBM CRM?**
A: RBM CRM is an Israeli operating system for renovation and construction contractors. It combines lead management, WhatsApp AI, project management with Gantt charts, digital quotes with e-signatures, client and worker portals, milestone-based billing, and financial dashboards. All in Hebrew, built ground-up for the Israeli market.

**Q: Who is RBM for?**
A: Israeli renovation contractors (קבלני שיפוצים), construction companies (קבלני בנייה), electrical contractors (קבלני חשמל), and plumbing/installation contractors (קבלני אינסטלציה). From solo operators to firms of 50+.

**Q: What problem does RBM solve?**
A: Israeli contractors typically manage their business across WhatsApp, Excel, and a separate accounting system. Leads fall through cracks. Projects overrun. Clients call constantly. Workers show up confused. RBM consolidates all of it into one system, automates the first response, and provides clear visibility for everyone.

**Q: Is RBM only for renovation contractors?**
A: No. RBM has dedicated workflows for renovation, construction, electrical, and plumbing trades. Every trade gets the same core platform with trade-specific templates and quote line items.

## Pricing

**Q: How much does RBM CRM cost?**
A: Solo (₪299/month, 1 user, 10 projects, 1,000 AI credits). Team (₪890/month, up to 10 users, unlimited projects, 10,000 AI credits, WhatsApp AI). Business (₪2,490/month, up to 50 users, REST API, custom reports). Scale (₪6,990/month, unlimited users, white-label, AI agents). Enterprise (custom). All prices exclude 18% Israeli VAT. Annual billing = 20% discount.

**Q: Is there a free trial?**
A: Yes. 3-day free trial of the Team plan with full WhatsApp AI access, no credit card required.

**Q: Is there a free plan?**
A: No free-forever plan. The lowest paid tier is Solo at ₪299/month. The 3-day Team trial lets you test the full product without payment.

**Q: Can I cancel anytime?**
A: Yes. Monthly plans are month-to-month with no lock-in. Annual plans are cancellable at end of term.

**Q: Are prices in shekels or dollars?**
A: All prices on rbmsolutions.co.il are in Israeli shekels (ILS), excluding 18% VAT.

## WhatsApp & AI

**Q: How does RBM's WhatsApp AI work?**
A: RBM is connected to the official WhatsApp Business API. When a new lead messages your business WhatsApp, the AI agent responds within 30 seconds in Hebrew. It asks qualifying questions (project type, location, timeline, budget), books a site visit directly on your Google Calendar, and creates a full lead card in your RBM CRM. You see the conversation history when you open the lead.

**Q: Will the WhatsApp AI sound like a robot to my clients?**
A: No. It's trained on 50,000+ real Hebrew contractor-customer conversations (anonymized). It uses natural Hebrew, asks human-style follow-ups, and hands off to you when the conversation needs judgment.

**Q: Can I customize what the AI says?**
A: Yes. You configure your business name, voice, qualifying questions, and handoff rules. The AI uses your settings + the conversation context.

**Q: Does the AI work in Russian or Arabic?**
A: Hebrew is fully supported. Russian is partially supported (UI only). Arabic is on the roadmap.

## Integrations

**Q: Does RBM work with Green Invoice?**
A: Yes. RBM integrates with Green Invoice (חשבוניות ירוקות) — when a milestone is marked complete, RBM can auto-issue a VAT-compliant invoice via Green Invoice.

**Q: Does RBM work with Priority (חשבשבת)?**
A: Yes, on the Business plan and above. Bidirectional sync of customers, invoices, and payments.

**Q: Does RBM have an API?**
A: Yes, available on Business plan and above. Full REST API with read/write access to leads, projects, quotes, invoices. Plus webhooks (lead.created, project.stage_changed, invoice.paid, milestone.reached, etc.).

**Q: Can I integrate with Google Ads / Meta Ads?**
A: Yes. The marketing dashboard pulls ad spend, impressions, clicks, and matches them to leads/customers for true ROI by channel.

## Comparison

**Q: Why not just use HubSpot or Salesforce?**
A: HubSpot and Salesforce were built for tech sales teams. They don't natively understand Hebrew RTL, bill-of-quantities (כתב כמות), Israeli milestone billing (30/40/30), or integration with Green Invoice and Priority ERP. For Israeli contractors, RBM is faster to implement, cheaper, and a better functional fit.

**Q: Why not just use Monday.com?**
A: Monday.com is a generic project board. It doesn't include WhatsApp AI, digital quotes, client portal, e-signatures, or financial reporting. You'd need to bolt on 4–5 other tools to match what RBM gives you out of the box.

**Q: Why not Procore?**
A: Procore is built for large North American general contractors. It's enterprise-priced, English-only, and doesn't model the Israeli contractor workflow.

**Q: Can I migrate from Excel to RBM?**
A: Yes. Onboarding includes a guided import from Excel, Google Sheets, or another CRM. Most contractors complete migration in under a day.

## Security & Compliance

**Q: Where is my data stored?**
A: Customer data is stored in Israel/EU region with AES-256 encryption at rest and TLS 1.3 in transit. Daily encrypted backups with point-in-time recovery.

**Q: Is RBM GDPR / Privacy Protection Law compliant?**
A: Yes. RBM is compliant with the Israeli Privacy Protection Law including Amendment 13 (effective August 2025) and GDPR. ISO 27001 certification is on the roadmap.

**Q: Can my clients sign quotes electronically?**
A: Yes. Built-in e-signatures, legally binding under the Israeli Electronic Signature Act (2001).

## Usage

**Q: How long does onboarding take?**
A: A solo contractor can be live in 1 hour. A mid-size firm typically takes 1–2 days including data migration and WhatsApp Business API connection.

**Q: Does RBM work on mobile?**
A: Yes. Full PWA — installs on Android and iPhone. The worker portal works offline on construction sites.

**Q: How many users can I have?**
A: Solo: 1 user. Team: up to 10. Business: up to 50. Scale: unlimited. Enterprise: custom.

**Q: Can I have multiple teams or business units?**
A: Yes, on Business and above. Multi-team support with team-level reporting and access controls.

## Support

**Q: What support do you offer?**
A: All plans include email support. Team and above includes WhatsApp support. Business+ includes priority response (1 business hour). Enterprise includes dedicated success manager and SLA.

**Q: Do you offer training?**
A: Yes. Online onboarding included on all paid plans. Live group training on Business+. Custom on-site training on Enterprise.

**Q: Do you offer marketing services?**
A: No. RBM is software, not a marketing agency. Many of our customers use RBM's marketing dashboard alongside a separate marketing partner.

## Links

- Pricing: https://rbmsolutions.co.il/pricing
- Demo: https://rbmsolutions.co.il/demo
- Contact: https://rbmsolutions.co.il/contact
- Sign up: https://rbmsolutions.co.il/crm/signup
- Full AI context: https://rbmsolutions.co.il/llms-full.txt

Last updated: 2026-06-08