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