While most CRMs either force you to fit your business into their structure, or they hide custom objects behind expensive enterprise tiers. But with Zeeg, you have none of that.
What are Custom Objects?
Custom Objects are flexible data structures that you can create to track information beyond standard contacts and companies. Instead of forcing everything into a "contact" field, you can create dedicated objects for many things, like:
Projects - Track client projects with timelines and deliverables
Deals - Monitor sales pipeline stages and values
Properties - Manage real estate listings and viewings
Products - Document product demos and implementations
Courses - Organize training sessions and student progress
Cases - Track support tickets and resolutions
Treatments - Document healthcare plans and appointments
Each Custom Object has its own fields, relationships, and workflows—designed exactly how you need them.
Pricing and limits: Custom Objects are available on Business, Scale, and Enterprise plans, as per the table below:
Plan | Custom Objects | Custom Attributes per Object | Price (annual billing) | Price (monthly billing) |
Starter | Not available | - | Free | Free |
Professional | Not available | - | €10/month/user | €12/month/user |
Business | 1 object | 5 per object | €16/month/user | €20/month/user |
Scale | 5 objects | 10 per object | €30/month/user | €40/month/user |
Enterprise | 10 objects | 50 per object | Custom pricing | Custom pricing |
How Custom Objects work
1. Create your object
Define what you want to track:
Give it a name (e.g., "Project", "Deal", "Property")
Choose an icon and color
Set up your custom fields
2. Add custom fields
Build the exact fields you need with flexible field types:
Text - Names, descriptions, notes
Number - Values, quantities, scores
Date - Deadlines, start dates, completion dates
Dropdown - Status, stage, category
Checkbox - Yes/no options
Email - Contact information
Phone - Phone numbers
URL - Website links
Currency - Deal values, project costs
3. Define relationships
Connect Custom Objects to other data:
Link projects to contacts and companies
Associate deals with specific people
Connect properties to potential buyers
Relate courses to enrolled students
4. Automate workflows
Connect Custom Objects to your scheduling:
When someone books a property viewing, automatically create a "Viewing" object
After a consultation meeting, trigger creation of a "Project" record
Link course bookings directly to "Student" records
Connect demo calls to "Deal" pipeline stages
Real-world examples
1) Real estate agency
Custom Object: Property
Fields:
Address (text)
Price (currency)
Bedrooms (number)
Status (dropdown: Available, Under Offer, Sold)
Listing Date (date)
Automation: When someone books a viewing appointment, Zeeg automatically creates a Property record and links it to the contact, tracking all viewings in one place.
2) Consulting firm
Custom Object: Project
Fields:
Project Name (text)
Budget (currency)
Start Date (date)
Delivery Date (date)
Stage (dropdown: Discovery, In Progress, Review, Completed)
Deliverables (text)
Automation: After an initial consultation meeting, a Project record is created automatically with the client's information and meeting notes already attached.
3) SaaS company
Custom Object: Deal
Fields:
Deal Name (text)
Deal Value (currency)
Stage (dropdown: Demo, Proposal, Negotiation, Closed Won, Closed Lost)
Expected Close Date (date)
Product (dropdown: Starter, Professional, Business)
Automation: When a prospect books a demo, a Deal is created automatically.
4) Education provider
Custom Object: Course
Fields:
Course Name (text)
Start Date (date)
Duration (number)
Capacity (number)
Enrolled Students (number)
Status (dropdown: Open, Full, In Progress, Completed)
Automation: When students book course sessions, their contact is linked to the Course object, tracking attendance and progress automatically.
Why Custom Objects are useful
Match your business model
Stop forcing your workflows into generic CRM structures. Build exactly what you need.
Keep everything connected
Link appointments, contacts, companies, and custom objects together. See the complete picture of every relationship.
Automate data entry
When someone books a meeting, relevant Custom Objects are created and updated automatically—no manual work required.
Scale without complexity
Start with one Custom Object and add more as your business grows. Each object remains simple and focused.
Affordable customization
Get enterprise-level CRM customization at a fraction of the cost of Salesforce or HubSpot.
Tips to get started with Custom Objects
Plan your structure
Identify what you need to track beyond contacts and companies. What information do you repeatedly manage outside your CRM?
Start simple
Create your first Custom Object with just the essential fields. You can always add more later.
Define relationships
Connect your Custom Object to contacts, companies, and appointments so everything stays linked.
Set up automation
Configure workflows so Custom Objects are created automatically from bookings, eliminating manual data entry.
Expand as needed
Add more Custom Objects as your processes evolve and your team grows.