Entities in Dalil AI define the main categories of data stored in your CRM. They determine how contacts, companies, opportunities, and activities are structured inside your workspace.

Every record in Dalil belongs to an Entity. Entities provide the structure that allows conversations, tasks, pipelines, and automation to connect to the right business context.

What is an Entity?

An Entity represents a category of information you want to track in Dalil AI.

Each entity contains records, which are the individual entries stored in your CRM.

Typical entities include:

• People: Individual contacts such as prospects, clients, or partners.

• Companies: Organizations connected to people in your network.

• Opportunities: Deals or revenue opportunities moving through your sales pipeline.

• Tasks and Notes: Activities related to people, companies, or opportunities.

Example:

John Doe (Person) works at Acme Inc. (Company) and is linked to a $50,000 opportunity (Opportunity).

All related interactions such as emails, WhatsApp messages, LinkedIn conversations, tasks, and notes automatically connect to these records.

Entities connect your CRM data

Entities allow Dalil to organize relationships between records.

For example:

A Person can belong to a Company
A Company can have multiple People
A Person or Company can be associated with one or more Opportunities

Activities such as tasks, notes, messages, and meetings can be attached to any record.

This relational structure ensures your CRM always maintains the correct business context.

Records inside Entities

A record is an individual instance within an entity.

Example:

Entity → People
Record → John Doe

Entity → Companies
Record → Acme Inc.

Records store the information related to contacts, organizations, and deals.

Fields inside Entities

Fields define the attributes stored for each record.

Examples for the People entity:

Job Title
City
LinkedIn profile
Phone number
Lead status

Examples for the Opportunity entity:

Deal value
Pipeline stage
Expected close date

Fields make CRM data structured, searchable, and usable in automation workflows.

Customizing Entities

Dalil allows you to customize entities so the CRM reflects your real business structure.

You can add new fields directly from the workspace.

Example:

Open People → click + → add field

Common custom fields include:

Industry
Customer tier
Lead source
Account owner

Administrators can also manage entity configuration from Entity Settings.

Creating custom Entities

In addition to the default entities, administrators can create entirely new entities to track business-specific data.

Examples include:

• Investors – useful for startups tracking fundraising

• Projects – helpful for agencies managing deliverables

• Properties – used by real estate companies managing listings

• Products – useful for businesses managing a product catalog

Custom entities allow Dalil to adapt to different industries and workflows.

Why Entities matter

Entities are the foundation of Dalil’s CRM structure.

By organizing your data through entities:

Your CRM mirrors how your business actually operates
Your team captures consistent information across records
Dalil’s AI can generate better insights and recommendations

Structured data enables better automation, reporting, and AI-driven analysis.

Key outcome

Entities organize the core information inside Dalil.

They connect contacts, companies, opportunities, activities, and conversations, creating a structured database that powers collaboration, automation, and AI insights across your sales process.