Overview

TribeCRM uses a hierarchical entity model where all records inherit from a single root type — Entity. This page gives a high-level map of the main entity categories. Use the sidebar to browse individual entity pages.

Relations

Relations represent the people and organisations in your CRM. The two subtypes are Organisations (companies) and Persons (individuals).

Relationships

Relationships define the role a relation plays in your business — for example, a Customer, Lead, Contact, or Employee. Relationships link a parent relation to a child relation.

Activities

Activities are actions and business events tied to relations and relationships. They include Leads, Sales Opportunities, Quotes, Invoices, Tasks, Emails, Projects, Support Tickets, and more.

Datastores

Datastores are lookup / reference value tables used across the system — Countries, Statuses, Priorities, Payment Methods, and many more.

Phases

Phases define the stages an activity goes through (e.g. Draft → Sent → Paid for invoices). Each activity type has its own phase datastore.

Entities

Entity is the root type. Direct subtypes include Products, Addresses, Attachments, Notes, Labels, Teams, Workflows, Templates, Time Registrations, and many more supporting types.

Custom Entities

Tribe CRM supports administrator-defined entity types beyond the built-in ones. Custom entities use UUID-based identifiers and follow the same inheritance model and OData API. See the Custom Entities page to explore your instance's custom types.

All Metadata

To explore every entity type in the system (including those not documented individually), see the All Metadata page. It fetches the live OData $metadata and displays all entity types with their fields and navigation properties.