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Native Data Architecture

Your data should not adapt to rigid software.

Your operational architecture, transformed into solid data structures. Model any business concept — from clients and invoices, to equipment and files, without a single line of code.

Entities and Fields System

Modeling Your Business

Visually create any business object by assembling over 15 field types and advanced relationships, without writing a single line of code.

Analytics & ReportingAdmin & UsersEntities & FieldsSupport & ResourcesWorkflow & BPFIntegrations

What are Entities?

Entities are the data tables of the platform - the business objects you manage. Each entity represents a concept from your activity.

Predefined Entity Examples:

•
Lead: Potential clients, sales opportunities
•
Contact: Individuals, business relationships
•
Client: Active clients, contract data
•
Enforcement File: Enforcement files
•
Credit: Loans in CAR (Credit Union)
•
Invoice: Issued/received accounting documents
•
Project: Projects with tasks, budget, timeline
•
Campaign: Multi-platform marketing campaigns

Available Field Types

TextShort character strings
Names, codes, references
TextareaLong text, descriptions
Notes, observations, details
NumberWhole numbers
Quantities, employee count
DecimalDecimal numbers
Coefficients, percentages
CurrencyMonetary sums
Values in RON, EUR, USD
DateCalendar dates
Birth date, due date
DatetimeDate + time
Timestamps, deadlines
BooleanYes/No
Active/Inactive, Confirmed
SelectDropdown with options
Status, category, type
MultiselectMultiple selection
Tags, services
LookupLink with another entity
Client → Main contact
EmailEmail addresses with auto-validation
Contact email, billing
PhonePhone numbers
Mobile, landline, fax
URLWeb links
Website, LinkedIn profile
FileDocument attachments
Contracts, scanned invoices
ImagePhotos, logos
Avatar, product, signature

O singură platformă. Flexibilitate infinită.

Acoperă toate cerințele business-ului tău într-un singur loc, fără să scrii cod.

Pași pentru Creare Entitate:

  • Step 1: Definești entitateaNume, descriere, modul de care tranzitează
  • Step 2: Adaugi câmpurileAlegi din cele peste 16 tipuri de date suportate
  • Step 3: Configurezi relațiileLegături complexe (1:N, N:N) cu alte entități
  • Step 4: Setezi permisiunileControlezi exact cine poate vedea sau edita
  • Step 5: Activezi funcțiile de sistemWorkflow-uri de business, alerte și notificări

Arhitectură generată automat:

  • Tabelă securizată în baza de date
  • Formular inteligent de introducere date
  • Grid tabelar cu filtre și sortare
  • Integrare automată în Căutarea Globală
  • API endpoint-uri pentru interconectare
  • Widget-uri agregate pentru Dashboard

Real low-code.Your software must adapt to the business, not the other way around.

Every company is different. An insurance broker manages Policies, a real estate developer manages Properties, an auto shop manages Repairs. No standard CRM covers all these needs out-of-the-box.

Entity Builder solves this: you create the exact entity you need, with the exact relevant fields, with the correct relationships to clients, contracts, invoices. In 5 minutes, without a developer, without an IT ticket.

And it's not an isolated builder. Custom entities integrate natively into the whole ecosystem: they appear in search, reports, workflows, AI queries. "Show me all policies expiring next month" — works instantly on custom entities.

How it fits in the ecosystem

Value grows when it becomes part of a flow. This is where an enterprise product separates from a simple page. We don't just describe isolated functions, but how this module fluently propels the IMFS architecture.

Workflow

1

Create entity (name, icon, description)

2

Add fields (30+ available types)

3

Define relationships with other entities

4

Customize form

5

Configure views (List, Kanban, Calendar)

6

Set permissions per role

7

Optional: AI generate from text description

Native Components

Like Salesforce Custom Objects

If you've worked with Salesforce, the concept is familiar: Custom Objects, Custom Fields, Lookup Relationships, Formula Fields. But without the Salesforce license cost.

Connected to the whole ecosystem

Custom entities appear in CRM, workflows, reports, AI. You can create a workflow that triggers when a custom entity changes. You can run analytics on custom entities.

Not just CRUD — business logic

Entity Builder is not just a form builder. It is a business modeling platform: validations, formulas, permissions, workflow triggers, BPF integration. Business logic, not just interface.

Key capabilities

A good module is not just beautiful. It is deep, coherent and connected to the rest of the system.

Create Custom Entities

Define any business concept as an entity: Properties, Vehicles, Insurance Policies, Equipment, Recipes, Courses. Name, icon and behavior — everything customizable.

30+ Field Types

Text, number, date, email, phone, URL, lookup (relation), formula, file upload, multi-select, checkbox, currency, rating, auto-number, rich text and many more.

Automatic Relationships

Link entities together: 1:1 (Client → Contract), 1:N (Project → Tasks), N:N (Employee ↔ Projects). Relationships reflect automatically in views and forms.

Auto-generated Forms

When creating an entity, the create/edit form generates automatically. Then you customize it: field order, groups, visibility conditions, validations.

View List (Table)

Tabular view with sorting, filtering, grouping and searching. Custom columns, inline editing, CSV/Excel export. Save favorite views.

View Kanban

Kanban view on any select field: status, stage, priority. Drag-and-drop between columns. Optional WIP limits.

View Calendar

Calendar view on any date field: deadline, delivery date, booking date. Click-to-create on date, drag-to-reschedule.

Schema Import/Export

Export entity definitions as JSON and import to another tenant. Ideal for replicating configuration between clients or environments (dev/staging/prod).

AI Entity Generator

Describe the business concept in plain language and the AI automatically generates the entity structure, required field sets and associated relationships.

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