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?

Artificial Intelligence (AI)

Ask AI uses your Ideal Customer Profile to point you to the deals, patterns and data fixes that actually move your pipeline.

Personal Assistant - Ask AI: Connected to Your Ideal Customer Profile

Ask AI, AI, widgets, dashboard, edit widgets, personal assistant

Personal Assistant - Ask AI: Create Widgets

Ask AI turns your questions into saved, reusable views — just ask for what you need and save the result with one click.

Personal Assistant - Ask AI: Create Views

Ask AI, AI, personal assistant, create records, update records

Personal Assistant - Ask AI: Create & Update Records

Insider program, AI, Ask AI, chatbot, personal assistant

Personal Assistant - Ask AI

Describe the automation you want in plain language and Ask AI builds it against your own data model, saved switched off for review.

Ask AI: Build Automations by Describing Them

A collection of articles pertaining to features that act like a personal assistant to the CRM user, assisting them in performing day to day tasks or saving them time

Personal Assistance

AI-Assisted ICP

Automatically monitor and analyse your key competitors from the Business Insight page, with optional monthly email reports.

Competitive Landscape Analysis

Feature that belong to the Business Insight collection

Business Insight

AI Insider program description

How to find, review and merge duplicate records with Data quality — choosing which values survive and keeping a full audit trail.

Data quality: finding and merging duplicates

Technical architecture, data flow, data residency, and sub-processor details for the AI Insider Program. Intended for IT, security, and legal teams evaluating the program.

AI Insider Program — Technical Architecture & Data Processing

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.

CS Agent - Ticket auto-reply

Personal Assistant - Pre call preparation

Call transcription, AI agent, Insider program

Personal Assistant - Leexi Post-Call Enrichment

Personal Assistant - Email Reply

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

Sales Agent - AI Scoring

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

Sales Agent - Inbound Enrichment

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

Sales Agent - SLA monitoring

Sales Agent - Outbound Prospect Generation

RevOps Agent - Sales Opportunity Analysis

Intelligence Agent - Voice of customers

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?

How Do I Use Tribe AI to Create Automations?

How Do I Use the Field Value Source Picker in Automations?

Workflow Automations

How Do I Use The Events Module?

Events and Training

How Do I Use The Email Campaigns Marketing Module?

How Do I Build an Email in a Campaign?

How Do I Create a Campaign?

How Do I Review the Report of a Sent Campaign?

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

Go to Tribe.nl

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Get to know efficy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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