RB CRM

RBCLASS

About this app

RB CRM is the real-estate CRM that answers your WhatsApp enquiries for you. Its AI assistant replies to every client the moment they message, finds out what they're looking for, and hands the chat to one of your agents when it's time to close. Every lead, chat and listing lives in one place your whole team can reach from their phone.

HOW IT WORKS
1. A client messages your agency's WhatsApp Business number.
2. They're saved as a lead automatically.
3. The AI replies right away, day or night, in English or Arabic. It asks about budget, area and whether they want to buy or rent, and suggests listings from your catalogue.
4. When the client asks for a person, your team is notified and the chat is handed over.
5. Your agent picks up with the full chat history and the client's requirements on screen.

ONE SHARED INBOX
• Every WhatsApp conversation with every client, updated live
• Take over from the AI with one switch, or hand the chat back
• The lead's budget, area and requirements right next to the chat
• Send a listing with all its photos straight into the conversation

AN AI ASSISTANT YOU CONTROL
• Replies in the client's own language, English or Arabic, or always in the one you choose
• Start from a tone (Warm & concise, Formal, Fast qualifier) or write your own instructions
• Give it a name and set how long its replies are
• Handoff keywords: when a client uses one, the chat goes straight to your team
• Switch the AI on or off at any time

LEADS & PIPELINE
• Follow every lead through New, Engaged, Qualified, Viewing, Negotiating, Won or Lost
• Budget, preferred area, bedrooms, property type, move-in date and buy-or-rent on each lead
• Activity history and the assigned agent for every lead
• Add walk-in, referral, portal and website leads by hand

PROPERTY LISTINGS
• Your whole catalogue with photos, key facts and availability
• Add photos straight from your phone's gallery
• See which leads are interested in each property
• The AI suggests your listings to clients who match

FOLLOW-UPS
• Schedule a WhatsApp reminder to any lead for the time you choose
• The app warns you before a free-text reminder falls outside WhatsApp's 24-hour window; approved templates deliver any time

FOR OWNERS & ADMINS
• Dashboard: new leads, pipeline, deals won, team performance, and which areas clients are asking about
• Chats waiting for a person, at a glance
• Broadcast an approved template to hand-picked leads, a filtered group, or all of them
• Add employees as Admins or Agents and keep track of your seats
• Role-based access: agents see the inbox, leads, listings and reminders; owners and admins see the full picture

ALSO
• Push notifications for new leads, new messages and handoffs
• One search across leads, chats and listings
• Light and dark mode
• Quick sign-in on shared office devices
• Each agency's data is private to that agency

RB CRM requires an agency account. Your agency owner or admin creates your login; there is no sign-up in the app. Some features depend on your agency's plan.

WhatsApp is a trademark of Meta Platforms, Inc. RB CRM is an independent product and is not affiliated with or endorsed by Meta.

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