Overview | Kompot.ai

Group	Entity	Purpose
CRM	Contact	Customers, leads, partners, suppliers. The central entity — every other object is attached to it.
	Opportunity	Deals. They move through the stages of a sales pipeline.
	Estimate	Quotes and proposals sent to customers.
Finance	Invoice	Invoices issued for payment.
	Payment	Incoming payments, linked to invoices.
	Expense	Company expenses, grouped by category.
	Refund	Money returned to customers.
	Dispute	Payment disputes and chargebacks. Statuses are Stripe-compatible.
Catalog	Product	Catalogue of goods and services with prices. Used in invoices, estimates and orders.
Work	Task	Tasks with assignees and due dates. Attached to contacts, opportunities and projects.
	Project	Groups tasks and work into projects.
	Job	Work orders (site visits, repairs, servicing).
Schedule	Calendar	Shared calendar with Google Calendar sync.
	Event	Events with attendees.
	Meeting	Meetings with customers and within the team.
Documents	Agreement	Contracts. Created from an Agreement Template and filled in with the contact's data.
	Agreement Template	Contract templates. Types: contract, act, NDA, addendum.
	Note	Notes on any object: a contact, an opportunity, a task, an invoice.
Communication	Interaction	Conversation history: email, SMS, messengers (Telegram, WhatsApp, Viber, Facebook, Instagram, webchat).
	Call	Phone calls through Twilio. Call recording and transcription.
	Canned Response	Saved replies for faster communication.
Automation	Workflow	Business process automation. Triggers: webhook, database change, schedule, manual run.
Knowledge	Knowledge Base	Internal documentation: policies, guides, FAQ. Supports public access.