Today
Is there a WhatsApp CRM that updates itself from my chats?
The agent opened a client record and enrolled it in a pipeline
Yes. WhatsApp chats and phone calls show up on the client's timeline, and the agent updates fields, stages and tasks while the conversation is happening.
The RealOffice.AI WhatsApp CRM is built around conversations: a client, their contacts, a pipeline, tasks and one timeline that brings together messages, calls, notes and AI summaries. AI agents read and update it, and automations react to every change.
A WhatsApp lead, a complete CRM record
Hi, we're looking to rent a 4-room apartment in Ramat Gan
Happy to help. What's your monthly budget, and when do you need to move in?
New client created in the CRM and enrolled in the "Rentals" pipeline
Up to ₪7,000, from August. And we have a small dog
Got it all down. Yael from the office will get back to you today with apartments that fit.
Task created for Yael: send matching apartments · due today
What's in the CRM
- Clients and contactsOne client can include several contacts with roles, such as a spouse or a lawyer, each with their own number.
- PipelinesYour own stages for every process, as a Kanban board or a table, with won and lost outcomes.
- Tasks and remindersTasks with a due date, priority and owner, and a reminder to the owner when it comes due.
- One timelineWhatsApp messages, calls, notes, stage changes, files and AI summaries on one screen.
- Your own fields and objectsAdd fields of any type, such as select, date, amount or tags, and even new objects like properties.
- Industry templatesStart from a ready template for real estate brokers, investors, coaches and consultants, or retail, then adjust it.
Your agents work inside the CRM
- Reads before it repliesThe agent sees the client record: stage, fields, open tasks and recent notes, and answers accordingly.
- Logs as it talksAdds notes, updates fields, moves stages and records a conversation summary with suggested follow-up tasks.
- You decide what is allowedFor every field, choose whether the agent can't see it, can only read it, or can also update it.
- Automations on every changeA new client, a stage change, a field change or a task coming due can trigger an automation.
Connected to what you already use
- HubSpotOn HubSpot? The agent finds, creates and updates contacts, opens tasks and reminders and logs calls directly there.
- HomelyReal estate offices on Homely connect agents directly to their client cards and listings.
- Office MCP and APIManage clients, pipelines and tasks from Claude or ChatGPT through Office MCP, and contacts and tags through the REST API.
Get started
1Pick a template
One for your industry, or start from scratch.
2Adjust fields and stages
Keep the fields and stages you actually use.
3Decide what the agent sees
For each field, choose whether the agent hides, reads or updates it.
4Connect your channels
Anyone who writes on WhatsApp or calls your business line becomes a contact in the CRM, with the full history.
Questions about the CRM
What is a WhatsApp CRM?
A customer management system built around your WhatsApp chats and phone calls: each client with their messages, calls, tasks and stage in one place, without copying anything out of the chat by hand.
Do we have to replace our current CRM?
Not necessarily. If you work in HubSpot or Homely, the agents can work with them directly. Integrations
Can the agent change any field?
No. Only the fields you mark as editable. Others it can only read, and hidden fields it doesn't see at all.
Can I see a client's whole history in one place?
Yes. The client timeline brings together WhatsApp messages, calls, notes, tasks, stage changes and AI summaries.
Does the CRM fit my industry?
There are ready templates for real estate brokers, investors, coaches and consultants, and retail stores, and you can build fields and stages for any other line of business.
Let's talk
Hi, this is the RealOffice.AI agent. Leave your details and we'll get back to you with a demo built around your business.
Prefer to talk now? 053-5908627 · sales@realoffice.ai