Objects and records · Escouade documentation

Escouade’s CRM organises your company into objects (contacts, companies, deals…) and each item into a record. Records are linked to one another, to your emails and to your documents, and your agent keeps them up to date with you.

The standard objects

A new workspace arrives with the objects of a business, and the links between them:

Contacts and companies: one record per person and per company, with everything that concerns them.
Opportunities and deals: each with its amounts, its stages and its files; the pipeline shows them by stage.
Quotes and invoices, with their lines, the chart of accounts, the journals and the VAT rates.
Tasks, notes and meetings, attached to the records they follow.
Documents, filed in the Library.
Goals: the target figure, what it measures, its period, its owner, and what it tracks.
Lists: contacts and companies brought together, with where they came from; a record joins a list through a simple, dated link.

A record

A record shows its fields, then what surrounds it:

linked records: a contact’s company, a company’s deals, an opportunity’s tasks;
the timeline: dated facts, emails, meetings, files;
the history: who changed which field, when, with the value before and the value after. A change made by an assistant says where it came from: the connector, the chat, the integrator or an artefact.

A deleted record goes to the bin, from which it can be restored.

The pipeline

Opportunities and deals move through stages, which you name the way you work. Views show what is active, what is waiting for a follow-up, what is at stake this week.

List views

An object’s list has its tabs (for example, on deals, the schedule and the margins; on invoices, the accounting). In Settings › Data model, an object’s "List view" card hides a tab, brings it back, changes their order or returns to the standard. Each tab follows the right to read its object.

A menu entry can carry the name your company uses: "Accounts" instead of "Invoices", for example. Renaming is done where the menu is arranged, in the settings; the object’s list keeps its name.

The data model

Add a field, a stage, a view: the CRM follows the way you work, with no development. On Pro and Max, you create your own objects. The integrator does the same through its MCP server: see Escouade’s MCP servers.

Importing

Importing a CSV file is included in every size. Escouade can also start alongside your current CRM, with your emails, then take over your records when you decide.

Searching

The magnifying glass, at the top of the sidebar (shortcut Ctrl K), searches everything at once: records, documents, emails. The chat, for its part, answers a question and cites its sources.

Dashboards

A dashboard is built from your records: active deals, documents to review, this week’s tasks, team by team. Each person only sees what their rights allow.

Records kept up to date

An email arrives: Escouade recognises the sender and attaches it to their company and to the deal it concerns. An unknown contact becomes a proposed record, with its source. Every proposed creation and change awaits your decision, and an applied decision can be undone. See Ingestion.