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Store your data right so you can make sense of it

For your data to be useful, it needs to be organized and stored correctly. Most small business CRMs make that impossible.

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Store your data right so you can make sense of it

For your data to be useful, it needs to be organized and stored correctly. Most small business CRMs make that impossible.

settings
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Or get a demo

What is a custom object?

Most CRMs limit you to at most three different record types — contacts and maybe deals and companies.

These allow you to see all the contacts who work for a company, or all the deals that a particular contact is involved with. That’s nice.

But, when you need to store anything else you’re out of luck.

With Ontraport, the sky’s the limit.

Everything is connected just right.
How will you use custom objects?

Here are a few ideas to give you a sense of what’s possible.

Step 1

Create new record types

Each custom object has its own fields, messages, automations and more.

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Events

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Pets

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Parents

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Serial numbers

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Surveys

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Applications

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Anything else you can dream up

Step 2

Set up relationships between records

Connect different kinds of records together in three different ways: one-to-one, one-to-many, or many-to-many.

One-to-one

Serial Numbers Buyers: A buyer can only have one serial number, and a serial number has only one buyer.

One-to-many

Pets  Owners: Each pet has one owner, but an owner may have many pets.

Many-to-many

Surveys Responses: Each survey will have many respondents and each respondent may fill out multiple surveys.

Step 3

Publish custom object data on the web

Build dynamic web pages that pull data from your custom objects and populate on your front end.
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Customer portals with purchase history, rewards perks and more

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Project portals with clients’ important documents

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Membership sites for online courses

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Directories listing members of an organization, real estate listings, or spa service providers

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Event management sites including speaker bios and photos, topics and agendas

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A blog with personalized content and calls to action

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A client-facing knowledge base covering common questions

Step 4

Automate anything for your business

Because each custom object has its own campaigns, your imagination is the only limit to what is possible.

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Events/Attendees
Email everyone the day before, and follow up separately with people who don’t show up.

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Parents/Students
Tell the parent if a student isn’t logging in.

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Surveys/Responses
Respond to each survey without losing information about the last one.

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Pets/Owners
On the pet’s birthday, send a promotion to the owner.

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Serial Numbers/Buyers
Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary.

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Applications/Applicants
Accept applications, schedule interviews, process approvals, and more.

Step 4

Automate anything for your business

Because each custom object has its own campaigns, your imagination is the only limit to what is possible.

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Events/Attendees
Email everyone the day before, and follow up separately with people who don’t show up.

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Parents/Students
Tell the parent if a student isn’t logging in.

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Surveys/Responses
Respond to each survey without losing information about the last one.

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Pets/Owners
On the pet’s birthday, send a promotion to the owner.

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Serial Numbers/Buyers
Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary.

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Applications/Applicants
Accept applications, schedule interviews, process approvals, and more.

Without custom objects

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You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets.

With custom objects

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Keep data organized in appropriate record types.

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Contact records get complicated and overwhelming with so many fields.

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Relate records to each other for easy access.

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Data gets overwritten when you try to store a second related record.

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Manage and view different types of data differently.

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No history of previous records is stored.

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Never overwrite data.

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You have no ability to automate processes for more than one related record.

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Sophisticated automation is easy.

Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three?
Example: Easily automate birthday campaigns for each pet separately.

Without custom objects

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You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets.

cancel

Contact records get complicated and overwhelming with so many fields.

cancel

Data gets overwritten when you try to store a second related record.

cancel

No history of previous records is stored.

cancel

You have no ability to automate processes for more than one related record.

Example: Send a birthday campaign to the owner on a pet’s birthday… but what happens when you have two pets? Three?

With custom objects

check_circle

Keep data organized in appropriate record types.

check_circle

Relate records to each other for easy access.

check_circle

Manage and view different types of data differently.

check_circle

Never overwrite data.

check_circle

Sophisticated automation is easy.

Example: Easily automate birthday campaigns for each pet separately.
“We have around 40 workshops running in 13 different cities every month, and Ontraport ensures everyone gets the correct reminder, information they need, and follow-ups. This would be impossible for a team member to manage — and it's all automated. New members are added to their correct group without any human intervention.”
– Christo Hall and Franziska Iseli, Basic Bananas
We have around 40 workshops running in 13 different cities every month, and Ontraport ensures everyone gets the correct reminder, information they need, and follow-ups. This would be impossible for a team member to manage — and it's all automated. New members are added to their correct group without any human intervention.
Christo Hall and Franziska Iseli
Basic Bananas

Custom objects work seamlessly with the rest of your toolset.

Getting your data organized right is a key part of the foundation that enables you to innovate, iterate quickly, and uncover successful strategies. Related features:

Campaign Automation

Every custom object has its own campaigns, messages, forms and more, enabling unlimited flexibility for scaling effective messaging.

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Dynamic CMS

Use your custom object data along with dynamic pages and blocks to create personalized, interactive web experiences for your visitors.

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Sales + CRM

Whether you need to send an email or get a team member to perform a task or anything else, it’s possible with custom objects.

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Learn More

Get to know your customers and give them better experiences.

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Start your free trial
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Or get a demo

“I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.”

— Matthew Watts, Freedompreneur Business Academy

Get to know your customers and give them better experiences.

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Or get a demo

“I simply cannot believe how powerful Ontraport is. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.”

— Matthew Watts, Freedompreneur Business Academy

Frequently Asked Questions

How do I know if Ontraport is the best CRM software for me?

When you’re shopping for a platform for your business, you’ll want to take your entire business into account — not just your CRM needs. Whether you choose Ontraport or not, we recommend making sure the platform you choose includes the following features, at the very least:
  • A website or page builder to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • An automated sales pipeline that keeps your deals moving
  • A payment processing tool to collect orders and charge credit cards/li>
Of course, you’ll probably need more sophisticated tools as your business continues to grow. With Ontraport, you’ll have everything you need now and in the future — all under one roof.

Take a look at our buyer’s guide for a complete checklist of all the features to keep in mind throughout your software search. It’ll help you find the perfect platform for your business (even if you don’t choose Ontraport).

What kind of data can I collect and store with Ontraport’s customer relationship management software?

You can use Ontraport’s CRM platform to track, store and organize all your business data in one place! Our advanced contact tracking captures every page visit, link click, form fill-out, purchase and much more. You can even use custom record types to manage your sales deals and companies, events and attendees, teachers and students and any other data you use to run your business.

Is Ontraport the best CRM for small businesses?

We built our CRM software for small business owners like you who are ready to scale. Our features will grow with you, and you’ll never end up with a price tag that’s disproportionate to your business size. From the moment you sign up, we consider ourselves as a partner in your business, offering you over-the-top helpful support and setup services to make sure you have what you need to grow for the long haul.

Turn your business on with Ontraport.

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