Tribe

Modules

Getting Started with the Relationship Management Module

Step 1: Map Out Relationships

Step 2: Record Contact Moments

Step 3: Email And Calendar Integration

Step 4: Working Together and Collaboration in Tribe

Step 5: Populate Your Database

Step 6: Start Working Daily in Tribe

Your step by step guide for setting up the Tribe basics

Configure Your Relationship Management Module in 6 Easy Steps

Getting Started with the Sales Module

Step 1: Understand how sales works in Tribe

Step 2: Configure your sales process

Step 3: Configure what you sell

Step 4: Work with quotations and communication

Step 5: Gain insight into your sales performance

Sales

Getting Started with the Invoicing Module

Step 1: Understand how Invoicing works in Tribe

Step 2: Configure Invoice Data and Products

Step 3: Create Your Invoice Templates and Email Templates

Step 4: Configure Reminder and Payment Follow-Up

Step 5: Connect Your Accounting Software

Step 6: Start Working Daily with Invoicing

Invoicing

How Do I Use AI Sentiment Analysis In Tribe CRM?

How Do I Enrich Contact Data With AI In Tribe?

How Do I Use Sentiment Analysis In Tribe?

How Do I Understand AI Sentiment Analysis In Tribe?

How Do I Use The AI Sales Agent In Tribe?

Artificial Intelligence (AI)

AI Insider program

How TribeCRM automatically learns your team's follow-up pace and sets data-driven SLA thresholds for deals, leads, and prospects.

SLA Agent

Your Support Agent reads new tickets as they arrive and drafts a grounded reply as an internal Note, using your help center and past resolved tickets as sources.

Meet your Support Agent: faster, grounded replies on every new ticket

AI assisted ICP

Automatically score every lead and prospect 0–100 using AI so your sales team always knows who to call first and why.

AI Scoring

Automatically enrich every lead and prospect created in Tribe with AI-powered company data, insights, and contacts — no manual research needed.

Inbound Enrichment

Outbound Prospect Generation

Pre call preparation agent

Call transcription, AI agent, Insider program

Leexi Post-Call Enrichment

Competitive Landscape Analysis

AI-Generated Email Reply

Sales Opportunity Analysis

Voice of customers

Insider program, AI, chatbot, personal assistant

AI Chatbot

AI Insider Program

How Do I Work With Support Tickets?

How Do I Automate Support Reports With The Ticketing Module?

How Do I Work With The Ticketing Module?

Ticketing - Support

How Do I Automate Routine Work With Workflow Automations?

Workflow Automations

How Do I Use The Events Module?

Events and Training

How Do I Use The Email Campaigns Marketing Module?

Marketing

How Do I Use The Course Administration Module?

Course Administration

How Do I Use The Work Order Module?

How Do I Manage Work Orders From Start To Finish?

How Do I Hide Amount Fields On A Job Order?

Work Orders

How Do I Register Hours?

How Do I Use the Time Registration Module?

Time Registration and Tracking

How Do I Use KPIs In Tribe CRM?

How Do I Create A KPI In Tribe CRM?

KPI's

How Do I Understand The Project Widgets In Tribe?

How Do I Plan Project Capacity With The Projects Module?

How Do I Use The Projects Module?

How Do I Use The Archiving Module?

How Do I Hide Tabs In Projects?

Project Management

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