Custom objects

Users can create their own record types beyond contacts, companies and deals, such as subscriptions, properties or projects, with their own fields and links.

What it is

Standard CRMs come with a few record types: contacts, companies and deals. Custom objects let you add types that match your business. A recruitment agency might create 'Candidates' and 'Vacancies', a software company might create 'Subscriptions', and a property firm might create 'Listings'. Each new type has its own fields and can be linked to the standard records, so a listing can be tied to an owner and a viewing.

Why it matters

Forcing unusual data into a deal or a contact leads to messy records and workarounds. When the CRM mirrors how the business really works, reports are cleaner and automations are simpler. You need custom objects if your core activity is not simply selling a product to a company, or if you need to track many items per customer. If a few extra fields on a deal cover your needs, this is more flexibility than you require. Tools such as Attio, HubSpot and Salesforce offer it.

What to check

  • Can you create objects yourself, or does it require a developer or a higher plan?
  • Can custom objects be linked to contacts, companies and deals, and to each other?
  • Do they work with reports, automations and imports in the same way as standard records?
  • How many custom objects does your plan allow?

Tools with Custom objects

  • Salesforce logo
    ToolClient acquisition
    Manages contacts, leads, opportunities and pipelines with deep customisation and automation for B2B sales teams.

    CRM

    From €25/moFree plan
  • Freshsales logo
    ToolClient acquisition
    Manages contacts, deals and pipelines for B2B sales teams with built-in phone and AI lead scoring.

    CRM

    From $9/mo yearlyAffiliate link
  • HubSpot logo
    ToolClient acquisition
    Combines CRM, marketing, sales and customer service around a shared contact database with a free tier.

    CRM

    From $7/mo yearlyFree plan
  • Folk logo
    ToolClient acquisition
    Centralise contacts and deal pipelines in a spreadsheet-like CRM with automatic data enrichment.

    CRM

    From €22/mo yearlyAffiliate link
  • Attio logo
    ToolClient acquisition
    Build a flexible CRM that mirrors exactly how you sell, not how a vendor says you should.

    CRM

    From €31/mo yearlyFree plan
  • Close logo
    ToolClient acquisition
    Brings calling, SMS, and email directly into a sales CRM with pipeline management for high-volume outbound.

    CRM

    From $9/mo yearlyAffiliate link

In CRM ranking order; the number is each tool's place. Some of this is collected from public sources and not yet checked by us.

CRM tools without custom objects

  • Nutshell logo
    ToolClient acquisition
    Dedicated customer relationship management platform for sales teams managing leads, deals and pipelines.

    CRM

    From $13/mo yearlyAffiliate link
  • Pipedrive logo
    ToolClient acquisition
    Manage your sales pipeline visually with drag-and-drop deals, contact management and workflow automation.

    CRM

    From €14/mo yearlyAffiliate link