Custom Objects Module for Perfex CRM

Perfex gives you the flexibility to add custom fields to customers, leads, projects, and other records.

But what happens when the thing you need to manage isn’t a field?

A Property isn’t a field.

A Job isn’t a field.

A License isn’t a field.

An Asset, Vehicle, Inspection, Booking, Membership, or Case isn’t a field.

They’re records in their own right.

Custom Objects lets you create those records directly inside Perfex CRM — or anything else your business needs to manage — directly inside Perfex CRM.

Give them their own Fields, Records, Workflows, Kanban boards, Permissions, Reminders, and Relationships.

BUILT FOR THE WAY YOUR BUSINESS ACTUALLY WORKS

Create objects for:

• Properties — listings, prices, bedrooms, status, owners
• Jobs — schedules, technicians, customers, stages
• Licenses — numbers, types, expiry dates, renewals
• Assets — equipment, assignments, condition, serial numbers
• Vehicles — fleet details, mileage, ownership, status
• Contracts — terms, dates, value, renewal stages
• Cases — priority, owner, resolution workflow
• Memberships — plans, renewals, member details
• Bookings — dates, resources, customers, amounts
• Inspections — sites, scores, findings, outcomes

Or create something completely unique to your business.

And you don’t need a developer to build it.