Custom objects with typed fields
Create a record type such as Vehicle or Property, add text, number, date, yes/no and dropdown fields, and choose which field labels each record in lists.
Custom objects and reporting
A custom CRM that fits your business instead of bending it
Most CRMs assume every business runs on contacts and deals. If yours runs on vehicles, leases, policies or patients, create those as real record types with their own fields, link them to people, then report on them without a spreadsheet or a consultant.
- No credit charge today
- No contract
- Unlimited contacts
In short
Custom CRM in SaaSVisionary: Custom objects, smart segments and a report builder shaped to your business. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Custom objects, unlimited custom fields and unlimited pipelines are part of the Unlimited plan. Every plan includes unlimited contacts and a 14-day free trial.
See plans and pricing · Watch the product tour · API & MCP overview
6Datasets in the report builder
49Built-in fields for smart segments
4Time buckets: daily, weekly, monthly, total
14-dayFree trial on every plan
Why it matters
When the important thing lives in a notes field
A fleet manager tracks trucks, a landlord tracks units, an insurance broker tracks policies. In a generic CRM those end up as text in a notes box or a stack of fields named truck1, truck2 and truck3. Nothing can filter them, count them or trigger a follow-up from them. Heavyweight CRMs can model almost anything, but usually only after a long and costly implementation project.
Platform
What you get with Custom CRM
Linked to the people you serve
Attach many records to one contact, so a single customer can own three vehicles or a household can hold several policies without duplicate fields.
Same rules in the app and the API
Records are separated per workspace with row-level security, and forms validate against the exact rules the server applies, with errors written in plain language.
A report builder you drive
Pick a dataset, then choose dimensions, metrics, filters and a time bucket. Save reports for yourself or share them with the whole workspace, and export any result to CSV.
Smart segments that stay current
Describe an audience as rules, such as customers with an open quote and no call in ten days, and the list updates itself as your data changes.
Pipelines that trigger work
Run several pipelines with your own stages. Moving a deal can start an automation, and any automation or bulk action can move a deal for you.
A dashboard arranged your way
Drag and resize widgets for pipeline, revenue, calls, tasks, live visitors and recent activity, with date and pipeline filters shared across the page.
Open to your integrations
Custom records are exposed through the same REST API, MCP server and in-app Copilot as contacts, so scripts and AI agents can read and update them too.
How it works
Up and running in 4 steps
- 01
Name what you track
List the things your team talks about every day besides people. Each one that has its own details and history is a good candidate for a custom object.
- 02
Add fields and a label
Create the object, give it typed fields and pick the field that identifies each record, such as a license plate or unit number.
- 03
Link and load records
Attach records to contacts by hand or through the API, and add custom fields to contacts wherever a single value is enough.
- 04
Report and automate
Build the reports you keep asking for, save them, and let segments and workflows act on the data you now have in structured form.
Custom field or custom object?
Use a custom field when you need one value per contact, like a birthday or preferred technician. Use a custom object when the thing has its own details and there can be more than one of it. A pet clinic might store each animal as a record with species, weight and vaccination date, all linked to the owner.
- Custom fields work as merge fields in emails, texts and pages
- Custom objects hold many records per contact
- Both are available to segments, the API and AI tools
Reports that answer this week's question
The report builder covers contacts, deals, calls, messages, appointments and revenue. Reports only run against a declared catalog of fields for each dataset, so nobody can accidentally pull data a dataset does not expose. When someone needs a spreadsheet anyway, export the result.
- Group by source, owner, stage or channel
- Compare periods by day, week, month or in total
- Share saved reports with the whole team
Plans & availability
Custom objects, unlimited custom fields and unlimited pipelines are part of the Unlimited plan. The custom report builder is available from the Team plan. Every plan includes unlimited contacts and a 14-day free trial.
Compare plansFAQ
Custom CRM: frequently asked questions
What is a custom CRM?
A custom CRM is a customer database that you shape around your own business instead of forcing your data into generic contacts and deals. In SaaSVisionary that means creating your own record types, adding typed fields, linking records to contacts and building reports and segments on top of them, all without writing code.
What are custom objects in a CRM?
Custom objects are record types you define yourself, such as properties, vehicles or policies. Each one has its own fields and can have many records linked to a single contact. Unlike a custom field, which stores one value per person, a custom object keeps a full list of items with their own details.
Can I report on custom data without exporting it?
Yes. Inside the app, the report builder has you pick a dataset, then the dimensions, metrics and filters, and finally whether to group by day, week, month or show one total. You can save reports privately or share them with your team. If you still need the data elsewhere, any result exports to CSV.
Do custom objects work with the API and AI agents?
Yes. A custom object joins the platform's shared capability catalog the moment you define it. That means Copilot, the REST API and the MCP server can create, read and update its records with the same action names they already use for contacts.
Which plan includes custom objects?
Custom objects are included on the Unlimited plan, together with unlimited custom fields and pipelines. The report builder is available from the Team plan. Start a 14-day free trial on the Unlimited plan to test custom objects with your own records.
Is there a limit on how many record types I can create?
You can define the record types your business needs. Every record is scoped to its workspace and protected by the same row-level security as contacts, and the rules that validate a record form are the same ones the API enforces, so data stays consistent no matter how it is entered.
Guides & articles
Learn more about Custom CRM
A 90-Day New Hire Onboarding Checklist for Marketing Agencies
New agency hires often spend their first weeks hunting for logins and guessing at client context. A structured 90-day onboarding plan gets them productive and confident much faster.
AI Pipeline Forecasting: Setting Sales Targets You Can Actually Hit
Sales targets pulled from last year's number plus a hopeful percentage tend to demoralize teams. AI pipeline forecasting uses your own CRM history to set goals grounded in how deals really close.
CRM Task Automation: Turn Client Events Into Clear Agency To-Dos
An automation that creates a vague task nobody owns is just clutter. Here is how to turn CRM events into specific, owned, well-timed tasks your agency team actually completes.
When and How to Hire a Client Success Manager at Your Agency
When the owner is also the account manager, strategist and salesperson, client relationships get squeezed. A client success manager can protect retention, if you define the role well.
How to Build an Agency Knowledge Base Your Team Will Actually Use
When know-how lives in a few people's heads, every absence becomes a crisis. A lean knowledge base turns that know-how into SOPs and playbooks anyone can follow.
How to Offboard an Agency Client Without Burning the Bridge
Every client relationship ends eventually. How you handle the exit shapes referrals, reviews and whether they come back. Here is a calm, complete process for offboarding clients.
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- 14-day free trial
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- Unlimited contacts