The core building blocks
Objects, Groups, and Columns: how Allyos is built
Allyos is designed to be as flexible as a spreadsheet, but infinitely smarter. To get the most out of the platform, you just need to understand how three core pieces fit together.
1Objects (Your master records)
In Allyos, everything you track is an Object. You start with the basics out of the box: People and Companies. But you aren't boxed into just those. You can create completely custom objects for whatever actually drives your business. If you manage real estate, build a "Properties" object. If you run an agency, build a "Projects" object. Objects are simply the foundation where your data lives.
2Groups (Your workflows)
A Group is how you organize your objects to actually get work done. Think of them as your lists, pipelines, or segments. You might create a Group for your "Q3 Sales Pipeline," another for "Active Clients," and a third for "Newsletter Subscribers." You can pull the exact same person into all three Groups without ever duplicating their core record.
3Columns (Your custom data)
This is where Allyos gives you total control. Just like a spreadsheet, you can build custom columns to track exactly the data you need. But because your records can live in multiple Groups at once, columns come in two distinct layers:
- Global Columns: The universal truths. A person's email, phone number, or LinkedIn profile. These stick to the record everywhere it goes. If you update a Global column in one Group, it automatically updates everywhere else.
- Group Columns: The specific context. A column for "Deal Status" or "Contract Value" might be crucial in your Sales Pipeline Group, but it would just create clutter in your Newsletter Group. Group columns let you add custom data that only exists inside that specific workflow.
The mental model
Your data lives in Objects. You organize those objects into Groups. You use Columns to track the details, either globally across your whole workspace, or locally for just one specific workflow.
Once you understand this structure, you can build a CRM that maps perfectly to your exact business.
Next: set up your workspace so it feels like yours.