Your data model, not someone else's template.
Model the data your business runs on, past the standard CRM and ERP records.
Every business tracks things a spreadsheet was never built to hold. Custom Objects let you define new record types, fields and relationships on Ambivo. Use them in workflows, apps and reports the same day.
Customer journey
See how Custom Objects fits into the way your team works, from the first step to the result.
From schema to live business data
Define the record types your business needs, connect them to customers and deals, and put them to work in workflows and apps.
Object defined
Create a new record type with your own fields, picklists and validation, in minutes.
Relationships linked
Connect to customers, deals, orders, or other custom objects with native lookups.
Forms generated
List views and data entry forms appear automatically from your schema.
Records captured
Teams add data on screen, by import or through the API. It all lands in the same place.
Workflows triggered
Automations fire when a record is created, updated or changed. Same engine as CRM.
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Apps & reports
Use in workflows, reports, and dashboards alongside standard business data.
The challenge
Sound familiar?
The problem
- Critical business data stuck in spreadsheets or side databases
- Standard CRM objects don't fit your industry's terminology
- Custom fields aren't enough when you need whole new record types
- Connecting custom data to workflows means brittle integrations
How Custom Objects solves it
- ✓Define objects, fields, and relationships in a visual schema builder
- ✓Link custom records to customers, deals, orders, and assets natively
- ✓Forms and views built for you, ready for workflows and reports
- ✓Trigger workflows and API events on any custom object change
Features
Model what matters to your business
Define any entity
Create objects for warranties, projects, licenses, certifications or anything else, with your own fields, picklists and validation rules.
Relationships & lookups
Link custom records to customers, deals, orders, and other objects with one-to-many and many-to-many relationships.
Auto-generated UI
Forms, list views and detail pages are built from your schema, ready for workflows and reports.
Workflow-ready
Trigger automations when custom records are created or updated, using the same engine as CRM and ERP.
Role-based access
Control who can view, create, edit or delete each object and field, down to the single field.
API & integrations
Custom objects are available through the REST API and Zapier, so other systems can read and write them directly.
Why Custom Objects
Built different, by design
Native to the platform
Custom objects live in the same data layer as CRM, ERP and Books.
No SQL required
Visual schema builder with sensible defaults. Developers can go deeper via API when needed.
Works with everything
Workflows, reporting and AI all read custom object data directly.
Scales with you
Start with one object for a niche process; grow to dozens without re-platforming.
How it works
Three steps to get started
Define schema
Create objects, fields, and relationships in minutes.
Connect & capture
Link to CRM records and start entering data via forms or API.
Automate & report
Run workflows, build apps, and report on custom data like any core object.
Use Cases
Where Custom Objects shines
Professional services
Track engagements, SOWs, and deliverables linked to CRM accounts and Books invoices.
Regulated industries
Model licenses, certifications, and inspections with audit trails and compliance reporting.
Operations teams
Track vendors, contracts, and internal requests alongside customers and orders on one platform.
Platform features
Related capabilities
Explore platform features that work alongside this product.
Ambivo Ecosystem
Part of something bigger
Custom Objects extend Ambivo's core data model. They connect to CRM for customer context, and to workflows for automation across every record type you define.
Ready to get started with Custom Objects?
Free plan available. No credit card required.