If you use your CRM to manage more than just contacts, pre-built custom object templates can help you get organized much faster. Instead of building everything from scratch, you can choose a template designed for your type of business and start tracking the records that matter most right away.

📌 Why This Matters

Many small business owners need to track things like properties, vehicles, service jobs, policies, tickets, or subscriptions inside their CRM. Setting up custom objects manually can take time and make it harder to get started. With ready-made templates, you can quickly add the right structure, keep your data organized, and begin using your CRM for day-to-day operations sooner.

✨ What’s New

• Industry-ready templates: Choose from built-in setups for Real Estate, Insurance, Automotive, SaaS, Events, Pets, and Home Services.
• Pre-configured objects and fields: Each template includes custom objects with relevant fields already created for that business type.
• Organized field folders: Fields are grouped into folders so it is easier to find and manage information.
• Built-in associations: Records are connected to the right contacts and companies, helping you keep customer and business data linked together.

🛠️ How to Use It

1. Step 1: Go to your CRM settings and open the Objects section.
2. Step 2: Choose to add a custom object and select the option to use a template.
3. Step 3: Review the available templates and pick the one that best fits your business.
4. Step 4: Preview the included objects, fields, and associations, then import them into your account.
5. Step 5: Start using the template to track the records that matter to your daily operations, such as jobs, subscriptions, claims, or transactions.

💡 Pro Tip

Choose the template that matches how you already deliver your service, so your team can spend less time on setup and more time following up, booking work, and closing sales.