CRM
Custom Objects

Track what matters—on your terms.

Track what matters—on your terms.

Define objects for subscriptions, locations, assets, or anything else. Add properties, set associations, and use them across automation and reporting.

A dashboard showing custom objects with properties, associations, and reports for tracking subscriptions and assets.
CRM
Custom Objects

Track what matters—on your terms.

Track what matters—on your terms.

Define objects for subscriptions, locations, assets, or anything else. Add properties, set associations, and use them across automation and reporting.

CRM
Custom Objects

Track what matters—on your terms.

Track what matters—on your terms.

Define objects for subscriptions, locations, assets, or anything else. Add properties, set associations, and use them across automation and reporting.
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Custom objects, native power.

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Custom objects behave like standard ones—so your teams create, filter, and report without a learning curve.

Create and manage easily

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  • Name objects and define properties in a guided builder.
  • Set associations to standard and other custom objects.
  • Control permissions for view, edit, and delete.
A dashboard showing custom objects like subscriptions and assets, with properties and associations visible, for tracking what matters.

Automate with custom data

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Workflow enrollment

Trigger processes on property changes and events.

Actions and updates

Create tasks, set owners, and sync downstream systems.

Auditable changes

Track updates over time for governance.

A UI mockup showing a dashboard with workflow automation settings, including triggers, actions, and an audit log of changes.

Report with clarity

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Build object-specific reports and cross-object dashboards to measure outcomes tied to your custom data.

A clean UI showing customizable reports and dashboards, with data visualization widgets to help users measure outcomes.

Scale without complexity

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Keep performance high and administration simple as your model grows.

A clean dashboard with simplified performance metrics and growth indicators, showing an easily manageable system.

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Frequently asked questions

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Grow your business better

Get started with the all-in-one platform that’s easy to use and fast to drive results.