# RBM CRM — Features

> Complete feature list for RBM CRM, the Israeli contractor operating system. Hebrew-first, AI-native, built for renovation and construction companies.

## 1. Lead Management

- Captures leads from Google Ads, Meta Ads, WhatsApp, organic SEO, referrals, contractor website forms.
- Auto-scoring (0–100) based on project type, budget signal, location, source.
- Automatic SLA timer per lead. Alerts when a lead has gone untouched.
- Lead source attribution: see exactly which channels drive paying customers.
- Routing rules: assign leads by trade, location, or team member.
- Duplicate detection: merges multiple inquiries from the same client.

## 2. WhatsApp AI

- Connected to the official WhatsApp Business API.
- Auto-responds to new leads within 30 seconds, 24/7, in Hebrew.
- Asks qualifying questions (type, location, timeline, budget).
- Books site visits directly on the contractor's Google Calendar.
- Hands off to a human when the conversation requires judgment.
- Sends automated milestone updates to existing clients.
- Broadcast messages with consent tracking.

## 3. Project Management

- **Gantt charts** with task dependencies, drag-and-drop scheduling, critical path highlighting.
- **Kanban boards** for stage-based workflow (לידים → תכנון → ביצוע → גמר → מסירה).
- **Milestones** with deadlines, dependencies, and team assignments.
- **Task management**: subtasks, checklists, file attachments, comments.
- **At-risk project alerts** based on AI signals (schedule slip, supplier delay, client silence).
- **Resource view**: who's working on what, this week.
- **Project profitability tracker**: expected vs. actual cost per project.

## 4. Digital Quotes & E-Signatures

- Generates detailed **bill-of-quantities** (כתב כמות) PDFs in 60 seconds.
- Each line item: material, labor, brand, quantity, unit price, total.
- Hebrew RTL templates with the contractor's branding.
- Sends to client via WhatsApp link or email.
- **E-signature** built in. Legally binding under the Israeli Electronic Signature Act (2001).
- **Change order** flow: any post-signature scope change becomes a digital addendum with its own signature.
- Quote-to-project conversion: accepted quote auto-creates the project with milestones populated.

## 5. Client Portal

- Each project gets a private, password-less portal (magic link).
- Live progress photos uploaded by field crew appear in real time.
- Gantt view: client sees current stage, upcoming milestones, percentage complete.
- One-click change order approvals.
- Invoice viewing and online payment.
- AI Hebrew assistant answers client questions ("when is demolition starting?") from project data.
- Reduces contractor interruptions by ~70%.

## 6. Worker Portal (PWA)

- Installs as a Progressive Web App on Android and iPhone.
- Works **offline** on construction sites with poor connectivity.
- Field crew sees their tasks for the day.
- One-tap attendance clock-in / clock-out.
- Photo upload — auto-attached to the right project and task.
- Task completion marking with optional notes.
- Push notifications for new task assignment.
- Real-time visibility for the contractor without making calls.

## 7. Progress Billing & Invoicing

- **Milestone-based invoicing** with the Israeli default (30/40/30) or any custom split.
- Auto-issues invoices when milestones are marked complete.
- **Green Invoice (חשבוניות ירוקות)** integration for VAT compliance.
- **Priority ERP (חשבשבת)** bidirectional sync (Business+).
- Online payment via Stripe (credit card, Bit, Apple Pay).
- Aged receivables report.
- Automatic payment reminders to clients.

## 8. Financial Dashboard

- Cash flow forecast for the next 90 days.
- Profitability per project (revenue, cost, margin, % complete).
- Unpaid invoices with aging.
- Supplier payment schedule.
- Expected vs. actual spend tracking.
- Channel ROI (which lead source actually pays).
- Exportable reports (PDF, Excel).

## 9. AI Inbox

- Aggregates leads, WhatsApp messages, email, lead forms, partner referrals in one feed.
- AI suggests responses and next actions per item.
- Snooze, assign, and convert to project from the inbox.
- Real-time notifications.

## 10. Marketing Dashboard

- **Google Ads** + **Meta Ads** integration.
- Cost per lead, cost per closed deal, cost per project by channel.
- Conversion funnel: impression → click → lead → qualified → signed.
- Best-performing creative / keyword breakdown.
- Budget pacing alerts.

## 11. Team Collaboration

- Roles: Owner, Manager, Project Manager, Field Lead, Crew, Read-Only.
- Granular permissions per module.
- Internal comments and @mentions on every entity.
- Activity log per project / lead / client.
- Mobile push notifications for assignments.

## 12. Smart Alerts

- New lead arrived.
- Lead untouched for X hours (SLA).
- Milestone overdue.
- Invoice overdue.
- Budget overrun.
- Client message unanswered.
- Anomaly detection (sudden spike in costs, etc.).

## 13. Integrations

- **WhatsApp Business API** (official Meta partner)
- **Google Calendar** (bidirectional)
- **Green Invoice (חשבוניות ירוקות)**
- **Priority ERP (חשבשבת)** — Business plan and above
- **Stripe** (online payment collection)
- **Open REST API** — Business plan and above
- **Webhooks** — subscribe to lead.created, project.stage_changed, invoice.paid, etc.

## 14. Security

- AES-256 encryption at rest.
- TLS 1.3 in transit.
- Daily encrypted backups with point-in-time recovery.
- Israeli Privacy Protection Law (Amendment 13) compliant.
- GDPR compliant.
- ISO 27001 roadmap.
- Two-factor authentication for all users.
- Audit log for sensitive actions.

## 15. Mobile

- Full PWA — installs on Android and iPhone.
- Offline-capable worker portal.
- Native push notifications.
- Camera-first photo upload flow for field crew.

## Links

- Full pricing: https://rbmsolutions.co.il/pricing
- Demo: https://rbmsolutions.co.il/demo
- Compare plans: https://rbmsolutions.co.il/pricing
- Sign up: https://rbmsolutions.co.il/crm/signup

Last updated: 2026-06-08