Custom Objects are now easier to set up with Custom Object Templates. These are pre-built, industry-specific configurations you can apply in one step. Each template includes custom objects, fields (organized into folders), and associations so you can start using your CRM faster.

What’s included

• Pre-configured custom objects with industry-relevant fields
• Fields grouped into folders for simpler navigation
• Associations that connect records to the right contacts and companies

Available templates

• Real Estate: Properties and Transactions
• Insurance: Policies and Claims
• Automotive: Vehicles and Service Orders
• SaaS: Subscriptions and Billing
• Events: Events and Tickets
• Pets: Pets and Pet Care
• Home Services: Service Jobs and Projects

How to use

1. Go to Settings → Objects.
2. Select Add Custom Object → Use a template.
3. Choose a template, preview it, then select Import objects to apply it.