Custom objects

Create your own object types (like "Leased Cars" or "Contracts") with their own records and custom fields.

Every business has something the standard CRM does not model. A leasing company has vehicles; a training company has courses; a property manager has buildings. A custom object gives that thing its own list, its own records and its own fields, and puts it in the sidebar next to everything else.

Custom object or custom field? This is the choice to get right, and it is not close once you ask the question properly:

• If the thing is a property of a customer — their contract number, their segment, their renewal date — it is a custom field on the customer. See Add a custom field.
• If the thing exists in its own right, can be listed, and there can be many of them per customer — it is an object.

One customer with fifteen leased cars is fifteen records, not fifteen fields.

What a record gets for free. Every record automatically gets a built-in <strong>Name</strong> (the primary title), plus optional <strong>Status</strong> and <strong>Owner</strong> columns. These aren't custom fields — add anything else you need as custom fields after creating the entity.

Records behave like any other CRM list — search, filter, columns, export, bulk actions — and have a detail page with Overview, Activity, Documents and Events tabs. Work with custom records

⟦Only workspace admins can manage custom entities.⟧

⟦Your plan includes one custom object type. Upgrade to the multiple custom objects add-on to use several at once.⟧