Running a business means managing more than just contacts and sales. You have projects, memberships, assets, events, invoices, and countless other moving parts that don’t always fit neatly into “Contacts” or “Opportunities.” That’s where Custom Objects in BrandSuite come in.
Custom Objects allow you to create and manage entirely new data structures inside your CRM, things that are unique to your business, and track them with the same power as your standard CRM records. Better yet, you can enable features such as reporting, field history tracking, and search, which means you can analyse trends, track changes, and quickly find what you need.
Step 1: Why Use Custom Objects?
Before diving into setup, think about what information your business handles daily that doesn’t fit under the existing objects like Contacts, Companies, or Opportunities. If it’s something repeatable, reportable, and structured, it’s probably a great candidate for a Custom Object.
Examples:
- A real estate agency needs to track properties.
- A beauty clinic might track treatment plans.
- An event organiser may want to store sponsor and vendor records.
Step 2: Setting Up a Custom Object in BrandSuite
Here’s how simple it is to get started:
- Navigate to CRM Settings → Go to your BrandSuite dashboard and head into the CRM setup area.
- Create New Custom Object → Click “Add Custom Object” and give it a name (e.g., “Projects,” “Invoices,” “Properties”).
- Add Fields → Define what data needs to be captured (e.g., project start date, invoice amount, property address). You can add text, date, number, dropdowns, and relational fields that link to contacts or opportunities.
- Enable Features → Switch on:
- Reports → Generate charts and tables on how your custom object is performing.
- Field History Tracking → Log every change (great for compliance and accountability).
- Search → So you can quickly locate records from the global search bar.
- Link to Workflows & Automations → Use BrandSuite automations to trigger emails, reminders, or tasks when your custom object updates (e.g., send a “renewal reminder” 30 days before a subscription ends).
Step 3: What Custom Objects Can You Create?
Here are some of the most useful Custom Objects that businesses often set up in BrandSuite:
📊 Sales & Revenue
- Invoices / Quotes / Orders – Full tracking of financial activity with reporting.
- Subscriptions / Memberships – Renewal dates, payment history, churn reporting.
- Product Catalogues – Store service or product details and link them to opportunities.
🧑 Client Management
- Projects – Milestones, budgets, deadlines, and linked contacts.
- Treatment Plans / Patient Records – Ideal for health, wellness, or beauty providers.
- Case / Ticket Management – Keep track of service requests and resolution times.
🏡 Real Estate & Assets
- Properties – Listing info, inspection times, sale/rent status, commission reports.
- Assets / Equipment – Track what customers own, warranties, or maintenance dates.
📅 Events & Engagement
- Event Registrations – Attendee info, ticket tiers, payment status.
- Vendors / Sponsors – Manage contributions, contracts, and event partnerships.
- Course Enrolments – Students, certifications, and progress tracking.
⚙️ Operations
- Contracts / Agreements – Version history, signed dates, renewal reminders.
- Vendors / Suppliers – Linked to purchase orders or invoices.
- Licenses & Permits – Expiry and renewal notifications built into workflows.
Step 4: Making the Most of Your Custom Objects
The true power of Custom Objects comes when you combine them with automation. For example:
- Send automated renewal reminders when a contract custom object is nearing expiry.
- Generate monthly reports of all open projects and overdue milestones.
- Trigger an onboarding workflow when a new subscription object is created.
Final Thoughts
BrandSuite Custom Objects take your CRM beyond the basics. They give you the flexibility to build a system that mirrors your business operations exactly, with no need for multiple disconnected apps.
If you’re ready to streamline the way you manage data, set up your first Custom Object today in BrandSuite. Start with something simple like “Projects” or “Invoices,” then scale from there. You’ll wonder how you ever worked without them.