Rutba CRM is a customer relationship workspace for a whole company. It keeps your contacts, their conversations, your deals, orders, tasks and appointments in one place, and adds automations and AI help on top. This page explains what it covers and where everything lives, so the rest of the help center makes sense.
Who it is for
Each company gets its own private workspace with its own team, data and settings. Nothing is shared between companies, even when one person belongs to several of them.
Rutba CRM is built for three kinds of business, and works for any other that sells to people:
| Business | What it adds |
|---|---|
| Online stores | Store connections that bring in customers and orders, products and deal lines, abandoned checkouts, repeat-buyer and lapsed-customer segments |
| Clinics and medical travel | Patient journeys that follow a patient from first assessment to arrival, treatment and follow-up |
| Real estate | Properties, with buyer requests and viewings |
| Any other business | A simple sales pipeline, contacts, quotes, tasks and appointments |
When you set up your company you can start from a business template: Online store, Clinic, Real estate or General business. A template adds pipeline stages, fields and segments that suit that kind of business. See First steps.
The main areas
The sidebar on the left is how you move around. Some entries appear only when your plan includes the feature behind them: those are marked "plan" below.
| Sidebar entry | What you do there |
|---|---|
| Search everything | The search box at the top finds contacts, deals and more across the company |
| Home | Your company's dashboard: the numbers for the period and what needs attention now. See Home |
| Notifications | Everything addressed to you: assigned tasks, accepted quotes, new messages, plan notices |
| Today | Your day: tasks due, appointments and deals waiting. See Tasks and Today |
| Conversations (plan) | One inbox for WhatsApp, Messenger, Instagram, Telegram, text messages and website chat. See Inbox |
| Contacts | The people and companies you work with, with their full history. See Contacts |
| Deals | Your pipelines and the deals moving through them. See Deals and pipelines |
| Tasks | Every task, yours and the team's |
| Appointments | Meetings and visits, and the public booking page |
| Products (plan) | Your product list and, for stores, the store connections |
| Patient journeys (plan) | Medical cases from assessment to follow-up |
| Properties (plan) | Listings, buyer requests and viewings |
| Quotes (plan) | Quotes, invoices and payments. See Quotes and invoices |
| Campaigns (plan) | Email campaigns to segments of your contacts. See Email campaigns |
| Tracking (plan) | Website visits and the customer journey. See Tracking |
| Reports | Sales, team and campaign reports. See Reports |
| Team | Members, invitations, roles and the workspace's look. See Team |
| Your plan | What your plan includes, how much of it you use, and paying for it. See Plans and billing |
At the very top of the sidebar, Organizations & teams lists every company you belong to, so you can switch between them. At the bottom, select your name to open My account (your name, email, password and two-step sign-in), or the button next to it to Sign out. On a phone, the sidebar folds into a Menu button.
Languages
The interface speaks four languages: English, Arabic (العربية), Turkish (Türkçe) and French (Français). English is the default. Arabic is shown right to left, with the sidebar on the right. Each person chooses their own language, and changing it never changes your data. See Languages and time zones.
What depends on your role and your plan
Two things decide what each person can do:
- The role. Every member is an owner, an administrator, a member or a viewer. Owners and administrators set things up; members do the daily work; viewers can look but not change. See Roles and access.
- The plan. Your company's plan decides which features are on and how much of them you can use. A feature your plan does not include either does not appear in the sidebar, or shows Not in your plan when you open it. See Plans and billing.
Where to go next
- New to Rutba CRM? Start with First steps.
- Bringing in your existing customers? See Import and duplicates.
- Connecting your store or WhatsApp? See WooCommerce and WhatsApp.
- Building your own connection? See the REST API.
Last updated 2026-11-08