KOBI adds an AI layer to a brokerage’s WhatsApp Business account that captures audio and text messages in real time, extracts key sales data such as deal stage, value, next step, and follow‑up dates, and automatically writes these fields into the broker’s existing CRM (HubSpot, Salesforce, Pipedrive, RD Station, Bitrix24, Facilita, or CV CRM). The solution requires no new tools or workflow changes, keeps personal chats separate, and ensures each CRM update is linked to the originating conversation snippet for traceability.
Funding
Funding not disclosed
Founders
Product
Problem
Real estate brokers must manually transfer information from WhatsApp conversations into their CRM, requiring extra tools, data entry, and risking errors or missed follow‑ups.
Solution
KOBI provides an AI layer that connects directly to a brokerage’s WhatsApp Business account, captures audio messages and text in real time, and extracts structured sales data such as deal stage, value, next step, and follow‑up dates. The extracted fields are automatically written into the broker’s existing CRM—HubSpot, Salesforce, Pipedrive, RD Station, Bitrix24, Facilita, or CV CRM—without any migration or new user interface. Each CRM update is linked to the originating conversation snippet, ensuring traceability while keeping personal chats out of the system. The solution runs locally to the broker’s account, so data never leaves the company’s environment. This enables sales teams to focus on client interaction while the AI keeps the CRM current and accurate.
Target Audience
Primary customers are real‑estate brokerages and sales teams that use WhatsApp Business for client communication and rely on CRM systems to manage leads and transactions.
Features
- Real‑time passive capture of WhatsApp Business audio and text messages, eliminating manual data entry
- Portuguese‑trained natural‑language model that extracts sales intent, deal value, deadlines, and next steps from conversations
- Automatic population of native CRM fields (stage, value, next step, follow‑up) in seven major real‑estate CRMs
- Traceable updates that link each CRM change to the specific conversation snippet that triggered it
- Automatic segregation of work‑related chats from personal or group messages, with no transcription storage
- One‑click integration setup; no additional software or workflow changes required for brokers