Core CRM Objects | Contacts | Individual people you’re engaging with |
| Companies | Organizations you’re working with |
| Deals | Sales opportunities |
| Leads | Potential sales prospects |
| Custom Objects | Tailored objects specific to the customer’s needs |
| Tickets | Support and customer service requests |
Sales & Revenue Objects | Deals | Sales opportunities |
| Deal Splits | Splits of deals between multiple people |
| Line Items | Products or services associated with deals |
| Carts | Shopping carts for e-commerce scenarios |
| Orders | Completed purchases |
| Payments | Monetary transactions |
| Quotes | Formal offers for services or products |
| Products | Items or services you sell |
| Discounts | Price reductions applied to deals or orders |
| Fees | Additional costs added to sales |
| Invoices | Billing records for customers |
| Subscriptions | Recurring payment agreements |
| Taxes | Applicable taxes on orders or payments |
Engagement & Communication Objects | Calls | Phone communications |
| Emails | Email communications |
| Meetings | Scheduled meetings with customers |
| Notes | Internal notes related to any objects |
| Tasks | To-do items related to CRM actions |
| Communications | General interactions with customers |
| Postal Mail | Physical mail correspondence |
Marketing & Lists | Contact Lists | Segmented lists of contacts for marketing purposes |
| Goals | Targets and KPIs for sales/marketing teams |
Operational & Reporting Objects | Payments | Transaction records for customer purchases |
| Quotes | Documents offering potential deals |
| Invoices | Records for payment requests |
| Subscriptions | Ongoing services customers are billed for |