Interactions — Always Know When You Last Spoke to a Customer
What's New: Interactions is a new native feature in Tribe CRM that lets your team log every customer touchpoint — phone calls, emails, visits, and appointments — directly against any record. Each logged interaction updates the Last Interaction link at organisation and relationship level, giving everyone an instant view of when each account was last contacted. Interaction data is also available in dedicated dashboard widgets, so managers can track team activity without having to ask for updates.
Key Benefits:
Log touchpoints in seconds directly from any Contact, Organisation, or Sales Opportunity record
See when each organisation or relationship was last contacted by adding Last Interaction as a column in your list view
Track interaction volume by rep, type, and period using built-in dashboard widgets
Configure which activity types count as Interactions in Configuration > Activities to match your team's workflow
Manage Fields — Update Records Without Leaving Them
What's New: Manage Fields is now available from the Details tab of any record. Admins, or users with permission, select the gear icon to show or hide, create, reorder, or rename fields and groups, without switching over to Configuration.
Key Benefits:
Adjust field layouts directly from the record
Create fields on the spot
Reorder and regroup fields to match how you work
Rename fields and groups where allowed
Automations Icon — A Fresh Look, Same Functionality
What's New: The automations icon on list and pipeline views has changed from a lightbulb to a lightning bolt. Selecting it still opens the same automations management for that entity type.
Customize Sidebar — See Only What You Need
What's New: The record sidebar now includes a Customize Sidebar button, letting you choose which sections appear there, such as Key info, Contacts, or Products. At least one section always stays visible.
Field Value Source Picker — Find and Set Values Faster
What's New: The field value source picker in the Automation builder has been redesigned to make it clearer and faster to use. When setting a value within an automation action, you'll now see a better-structured list with plain-language labels, and you can search directly for the option you need.
Key Benefits:
Grouped options make the structure of the picker easy to follow
Tooltips on every item explain what it does, with an example
Search finds a specific value source by name, without scrolling
Plain-language labels replace technical terminology throughout
Smart Field Mapping — Import Your Data Faster
What's New: The Import Wizard now suggests field mappings for you automatically. When you upload a file, it matches your columns to the right Tribe fields, and for fields with predefined options it matches your individual values too. Every suggestion can still be reviewed or changed before you continue.
Key Benefits:
Column mappings are suggested automatically based on your file's headers
Multi-value fields get matched value by value, not just column by column
Suggested mappings are clearly marked so you know what to review
Full control is retained: override or remove any suggestion at any time
Zapier Integration — Connect Tribe to Thousands of Apps
What's New: Tribe CRM now connects natively to Zapier, letting you link your Tribe account to thousands of other apps without any development work. Build your own automations directly in Zapier using Tribe records as either the trigger or the destination.
Key Benefits:
Connect Tribe to over 6,000 apps without writing any code
Send Tribe record changes out to other apps, or bring data in to create and update records
Look up existing records before creating new ones, avoiding duplicates
Available across leads, organisations, contacts, activities and invoices