Custom Objects: Customize Your CRM Beyond Contacts

September 1, 2025

You can now define your own data structures and processes specific to your business needs – go beyond standard contacts and companies to track what matters most to you.

What's new:

  • Create custom objects that match your business model (projects, products, deals, properties, etc.)
  • Build custom fields with flexible field types (text, number, date, dropdown, checkbox, and more)
  • Define relationships between different objects and data types
  • Automate workflows by connecting custom objects to your appointment booking
  • Scalable limits: 1 object (Business), 5 objects (Scale), 10 objects (Enterprise)

Why this matters: Real estate agents can track properties and viewings, consultants can manage projects and deliverables with automated follow-ups, SaaS companies can monitor deals and implementation stages, education providers organize courses and student progress, healthcare practices document treatment plans – all directly linked to their booking workflows. And this can be done with a more affordable price than other CRMs.

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