Custom Fields & Objects
Model anything. Without leaving the CRM.
Per-tenant typed custom fields on every standard object. Build entirely new objects in Studio with field types, pipeline scopes, and stage scopes. The flexibility Salesforce charges $150/user for — built in.
Unlimited typed fields
Text, number, date, dropdown, multi-select, boolean, currency, URL, email, phone — typed at the schema level, validated server-side.
Custom objects via Studio
Beyond fields: build entirely new objects (Projects, Properties, Vehicles, Loans, Matters) with their own fields, pipelines, and stage flows.
Pipeline + stage scopes
Field appears only for specific pipelines or specific stages. Avoid clutter without losing flexibility.
Anatomy
Every region, explained.
CustomFieldDefinition
Per-tenant, per-entity (contact / company / deal / task) typed field. Name, key, type, options, required flag.
Studio Object Builder
Visual designer for new objects. Define fields, scopes, default views, permissions.
Field Library
Pre-built field templates: 'Industry', 'Annual Revenue', 'Renewal Date', 'NPS Score', 'Health Score'. Drag-drop to attach.
Templates Gallery
Per-industry starter packs (SaaS, agency, services). Apply with one click, then customize.
Pipeline scope
Custom field appears only on specific pipelines. Useful for new-business vs renewal data divergence.
Stage requirements
Custom fields can be marked required at a specific stage. Block stage moves until filled.
Deep dive
Everything that's in the box.
11+ field types
Text, number, date, datetime, dropdown, multi-select, boolean, currency, URL, email, phone — and growing.
Per-tenant isolation
Your custom fields don't leak across tenants. Each workspace owns its schema definitions.
Search by custom field
Postgres tsvector + trigram indexes make any custom field full-text searchable from the global search bar.
Filter and saved views
Every custom field becomes a filter dimension. Save the filter + sort + columns as a SavedView.
CSV import mapping
Map CSV columns to custom fields during import. Type validation runs row-by-row.
Industry packs
Per-vertical custom field starter packs available from the Studio template gallery.
Audit-logged changes
Every custom field value change is audit-logged with old/new values, who, when, and IP.
API exposure
Custom fields are returned in API responses as a `custom_fields` jsonb object. Same wire format for all standard objects.
In the wild
How teams use it.
"We built a 'Renewal Risk' custom object in Studio in 30 minutes. CS uses it daily."
Maya J.
SaaS, 28 reps
"Pipeline-scoped fields cleaned up our 60-field deal form to 8 fields per pipeline."
Carlos R.
Agency, 8 reps
"Stage requirements on custom fields ended our 'why is this deal missing data?' problem."
Priya K.
B2B SaaS RevOps
Pulse vs. The Old Way
A different league.
FAQ
Frequently asked
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