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Arya Nest is built around a configurable data model. Five concepts are enough to use any module — from CRM to HR — with the same vocabulary.

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Workspace

The workspace is your company’s isolated environment. It contains all data (deals, contacts, projects, invoices, employees), automations, integrations and users. Each workspace is separate: if your company has multiple branches you can either use separate workspaces or a single one with shared objects.
Workspace diagram with objects, records, users and integrations

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Objects

An object is a type of entity you can manage in Arya. Standard objects:
ObjectRepresents
DealSales opportunity
CompanyClient or supplier company
ContactIndividual person linked to a company
TaskOperational to-do
ProjectMulti-task engagement (commessa)
InvoiceIssued or received invoice
EmployeeStaff member
You can create custom objects (e.g. Supplier, Asset, Policy) from settings. A custom object has the same capabilities as a standard one: views, filters, automations, AI.

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Records

A record is a single instance of an object. Examples:
  • The deal Acme Corp software renewal is a record of the Deal object.
  • The contact Mario Rossi is a record of Contact.
  • The invoice INV-2026-0042 is a record of Invoice.
Every record has a stable URL, an activity history, comments, attachments and links to other records.

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Attributes

An attribute is a field on an object. Each object has built-in attributes (name, date, status) and you can add custom attributes.
Free-form string. Names, descriptions, short notes.
Numeric with optional currency (EUR, USD, etc.). Amounts, quantities, percentages.
Day or timestamp. Deadlines, creation, signature dates.
Choice from predefined options. Statuses, categories, priorities.
True / false. Flags like is customer, invoice paid.
Link to another record. Deal → company, invoice → project.
Computed from other attributes. Margins, weighted value, totals.
Special select with a defined workflow (e.g. Prospect → Qualified → Won).
See Lesson 3 for a hands-on walkthrough.

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Views and lists

A view is a way of looking at a set of records. On the same deals you can have:
  • A Kanban view (drag-and-drop by stage)
  • A table view (rows and columns like Excel)
  • A calendar view (by close date)
  • A Gantt view (for projects)
A list is a filtered set of records with its own columns. It can be:
  • Static: you add and remove records manually.
  • Dynamic: automatically contains all records matching a filter (e.g. deals > €50k created this year).
More in Lists.

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Relationships

Records link to each other. Examples:
  • A Deal has one Company and one or more Contacts.
  • A Project has one Company, multiple Tasks and Quotes.
  • An Invoice belongs to a Company and optionally to a Project.
Relationships enable navigation: open a deal and you instantly see linked contacts, open tasks, sent quotes, recorded calls.

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Users, roles and permissions

Users are your team members with access to the workspace. Each user has a role that determines what they can do:
RoleCan
AdminEverything, including settings, billing, team
ManagerView and edit all team records, create automations
UserView and edit own and shared records
Read-onlyRead-only across the workspace
Permissions can be refined per module and per field. See Roles and permissions.

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Automations

An automation (or workflow) is a sequence of actions that runs when an event happens. Example: “When a deal is moved to Won, create a project, notify Slack and send a confirmation email”. Automations are visual, no code. See Automations.

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AI and credits

Arya embeds AI in every module via AryaChat (conversational), a contextual assistant on each record, and Arya Report Chat (natural-language report analysis). AI use consumes credits, refreshed monthly with your plan or purchased separately. See AryaChat and AI credits.

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Next steps

Quickstart

Put these concepts into practice in 10 minutes.

Arya 101

Ten lessons to become fully productive.