What Is an Entity?
An entity is a type of record in your CRM. Each entity represents a category of information that your business works with every day. If you think of a CRM as a filing cabinet, each entity is a different drawer.
Common CRM entities
Section titled “Common CRM entities”Most CRMs come with standard entities out of the box:
- Contact — individual people (customers, prospects, partners)
- Company — organizations your contacts belong to
- Lead — potential customers who have not been qualified yet
- Opportunity — deals you are working on
- Task — things that need to get done
- Invoice — billing documents
Each entity has its own fields (like name, email, phone), its own list view, and its own forms for creating and editing records.
Why it matters
Section titled “Why it matters”Every business is different. A real estate agency tracks properties. A recruitment firm tracks job openings and candidates. A consulting firm tracks projects and deliverables. Generic CRM entities do not cover these needs.
The ability to create custom entities means your CRM adapts to your business — not the other way around.
How HARi CRM handles it
Section titled “How HARi CRM handles it”HARi is metadata-driven, which means you can create new entity types without writing code. Need to track “Properties” or “Vehicles” or “Support Tickets”? Create the entity, add custom fields, define relationships to other entities, and HARi automatically generates the forms, list views, and search for it. Your custom entities work exactly like built-in ones — with full permissions, workflows, and reporting.
Learn more: Custom entities in HARi CRM