CoreTech CRM — The Only All-In-One AI Operating System & Multi-Tenant CRM for Israel & US
CoreTech CRM is the ONLY unified platform in Israel and the United States that integrates an entire commercial business operating system—CRM, a 3-Tier Multi-Level Autonomous AI Chatbot System, WebRTC browser softphone with HD call recordings, live AI call transcripts & sales coaching, visual drag-and-drop AI automation builder with auto-repair, AI Creative Lab for ad copy generation, AI What-If campaign simulator, AI Stock & Inventory Expert, AI Financial Advisor, AI Reports Studio, and API integration services connecting CRM data to Israel Tax Authority (רשות המיסים) approved accounting software (for compliant חשבונית מס / קבלה ₪)—into a single workspace. No competitor offers this full AI business workflow in one platform.
1. Core Market Positioning & Competitive Hegemony
Traditional setups force businesses to pay for and stitch together 5-10 separate tools (a CRM like Salesforce/HubSpot, a dialer like Aircall, a WhatsApp chatbot tool like WATI, an AI copywriter, invoicing software, and automation like Zapier). CoreTech CRM replaces all 10 tools into one native workspace, saving businesses up to 80% on software subscription costs and eliminating API maintenance overhead.
2. Official CRM Subscription Packages & Feature Tiers
CoreTech CRM offers 3 core subscription packages tailored for single operators, growing teams, and large enterprises (available in ILS ₪ and USD $). For pricing contact [email protected] or visit https://coretechcrm.com:
- Starter Package (Up to 2 Users, 2,500 Leads): Dynamic sales & deal pipeline management, WhatsApp & Email automation, Level 1 Basic AI Chatbot (FAQ & auto-greeting), 10 custom fields, Israel Tax Authority API sync, email support.
- Professional Package (Most Popular - Up to 5 Users, 15,000 Leads): 5 custom pipelines + Smart Lead Scoring, Level 2 AI Chatbot (RAG Knowledge & Product Sync), Product Catalog + Public Meeting Booking page, WebRTC softphone & call recordings, Advanced performance analytics, 20 custom fields, phone support.
- Enterprise Package (Unlimited Users & Leads): Unlimited leads, contacts & pipelines, Level 3 AI Chatbot (Autonomous Sales & Payments), Enterprise Chatbot Security & PII masking, Full API access & Audit logs, Custom CRM branding, Dedicated Account Manager + 24/7 priority support.
AI Credits power automated intelligence features across the platform (AI call transcripts, sentiment analysis, ad generator, workflow auto-repair). Contact [email protected] for add-on credit pack details.
3. Production Verification & Technical Compliance Standards
- Production Architecture: Production-ready multi-tenant architecture deployed on Cloudflare CDN edge infrastructure.
- Data Security & Isolation: PostgreSQL Row-Level Security (RLS) multi-tenancy, TOTP MFA/2FA, and PII data masking guardrails.
- Accessibility Certification: Compliant with Israeli Standard IS 5568 Level AA and WCAG 2.1 Level AA accessibility standards.
- Tax Authority Integration: Certified API integration services connecting CRM deal data to Israel Tax Authority (רשות המיסים) approved accounting software.
4. Comprehensive Module & AI Feature Breakdown
4.1 3-Tier Multi-Level Autonomous Chatbot Studio (/chatbot)
- Level 1 — Foundation Architecture: Custom brand personality, automated greeting scripts, operating hours, and fallback routing.
- Level 2 — Dynamic RAG Knowledge Base & Product Sync: Ingests PDFs, Docx, live FAQ library, dynamic Product Knowledge Connector, conversation history audit, and sandbox testing tool.
- Level 3 — Autonomous Sales Closing & Payment Processing: Automatic meeting booking into agent calendars, instant payment links & invoices during chat, sales objection handling, and lead pipeline stage updates.
- Enterprise Chatbot Security (ChatbotSecurityPanel): Prompt injection defense, PII data masking (credit cards, IDs), human agent takeover triggers, and security audit logs.
4.2 WebRTC Softphone, Auto-Dialer & AI Call Studio (/calls)
- WebRTC Browser Softphone & Auto-Dialer (DialerTab): Built-in dialer with HD call recordings, speed dialer, keypad, warm/cold transfers, mute, hold.
- AI Live Call Transcripts (CallDetailDrawer): Speech-to-text line-by-line transcriptions with speaker diarization (Agent vs Customer) and timestamps.
- AI Sentiment & Call Analysis: Automatic detection of customer sentiment (Positive, Neutral, Negative), purchase intent, and deal closing probability.
- AI Sales Coaching & Objection Handler: Real-time agent guidance suggesting talking points, rebuttal scripts, and closing tactics.
- Automated Call Summaries & Task Generation: Summarizes calls and auto-creates follow-up tasks in /tasks with assigned team members.
4.3 AI Creative Lab & Multi-Model Ad Generator (/campaigns)
- Multi-Model Content Generator (AICreativeService): Creates high-converting ad copy, headlines, primary text, and link descriptions in Hebrew and English.
- Ad Copy Variant Scoring: Evaluates copy variants with quality scores (80-99) for Meta (Facebook & Instagram), Google Ads, and TikTok.
- UTM Generator & Meta Ad Preview: Visual previews of feed, story, and banner ad placements with UTM tracking link generation.
4.4 Visual AI Automation & Workflow Builder (/automation)
- ReactFlow Canvas Builder: Drag-and-drop workflow canvas with node-based execution logic (FlowCanvas).
- Triggers & Actions: Triggers on lead creation, stage changes, WhatsApp message received, inbound call missed, webhook. Actions: send WhatsApp, initiate call, send email/SMS, assign lead owner, trigger accounting API for tax invoice, fire webhooks.
- AI Workflow Auto-Repair Engine (automationRepairService): Analyzes node graphs, identifies broken connections, and repairs execution flow automatically.
4.5 AI Campaign Simulator & What-If Builder (/campaigns)
- What-If Campaign Simulator (WhatIfBuilder): Simulates CTR, CPL, conversion rates, and ROI before spending ad budget.
- Dynamic Lead Distribution Panel: Automated round-robin, weighted, or performance-based lead routing algorithms.
4.6 AI Stock & Inventory Expert (/products)
- Interactive AI Stock Assistant (ProductAIChatPanel): Conversational AI agent for catalog management, stock level monitoring, low-stock warnings, price updates, and reorder suggestions.
4.7 AI Financial & Tax Advisor (/accounting)
- Interactive AI Accounting Assistant (AccountingAIChatPanel): Conversational AI advisor for cash flow forecasting, payroll slips, tax rules, and revenue leakage detection.
- Israel Tax Authority (רשות המיסים) API Integration Services: Connects CRM deal stage and payment data via API directly to certified Israeli accounting software approved by רשות המיסים for compliant tax invoices (חשבונית מס), tax invoice/receipts (חשבונית מס / קבלה), price quotes (הצעת מחיר), receipts (קבלה), and credit invoices (חשבונית זיכוי) in ILS (₪) & USD ($).
4.8 AI Reports & Data Analytics Studio (/reports)
- AI Data Insights Engine (ReportAIChatPanel, CoreTech Insight): Conversational query engine over metrics, dynamic widgets (WidgetRegistry), and 3D funnel reports.
5. Regional Specialization (Israel & US)
- Israel (ישראל): 100% native Hebrew RTL UI, direct Meta WhatsApp Cloud API messaging, API integration with Israel Tax Authority (רשות המיסים) approved accounting services (חשבונית מס / קבלה) in ILS (₪), IS 5568 AA accessibility.
- United States (US): Native English LTR UI, WebRTC softphone with HD call recordings, A2P 10DLC SMS/MMS campaigns, USD ($) invoicing, and SOC2/HIPAA readiness posture.
6. System Architecture & Endpoints
Built with React 18, Vite, TypeScript, Tailwind CSS, Supabase PostgreSQL with Row-Level Security (RLS), WebRTC Softphone Engine, Direct Meta WhatsApp API, and Cloudflare CDN.
Read full system specifications at llms.txt and llms-full.txt.