Most CRMs limit you to at most three different record types — contacts and maybe deals and companies.
Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Sales +
CRMarrow_forward
Segment + Organizearrow_forward
Smart Pipelinesarrow_forward
Unified Contact Historyarrow_forward
Task Automationarrow_forward
Lead Scoring + Routingarrow_forward
Mobile Apparrow_forward
Trends arrow_forward
Ontraport Calendar arrow_forward
No-Code Web Appsarrow_forward
Custom Objectsarrow_forward
Dynamic CMSarrow_forward
Conditional Contentarrow_forward
Membership Sitesarrow_forward
Paymentsarrow_forward
Order Formsarrow_forward
Offline Transactionsarrow_forward
Complex Offersarrow_forward
Upsells + Order bumpsarrow_forward
Decline Recoveryarrow_forward
Customer Centerarrow_forward
Referral Trackingarrow_forward
Pages + Formsarrow_forward
Drag and Drop Editorarrow_forward
Form Buildersarrow_forward
WordPress Integrationsarrow_forward
Marketing
Automationarrow_forward
Campaign Automationarrow_forward
Email + SMS Messagingarrow_forward
Email Deliverabilityarrow_forward
Tracking + Attributionarrow_forward
Facebook Custom Audiencesarrow_forward
Platformarrow_forward
API arrow_forward
Integrations arrow_forward
Security and Scalabilityarrow_forward
Resources keyboard_arrow_down keyboard_arrow_up
University Pricing Chat Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog Research and Education
Bootcamp
Coursearrow_forward
Attend a hands-on training course designed to give users a solid foundation of software skills and marketing strategy. Learn to automate the most important funnels in your business with hands-on practice and instruction.
Expert Certification
Coursearrow_forward
A course for business owners and marketing professionals wanting to support our mutual clients. Learn advanced marketing strategies, how to apply them in Ontraport for clients, and get exclusive perks as a certified member of the Ontraport Expert community.
Ontraport
Blogarrow_forward
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Step-by-step
Templatesarrow_forward
Implement proven marketing processes with our easy-to-follow worksheets and checklists.
In-depth
Guidesarrow_forward
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Podcastarrow_forward
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Marketing
Blueprintsarrow_forward
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
Software
Comparisonsarrow_forward
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
Setup Wizards
Libraryarrow_forward
Our Setup Wizards walk you through the steps to customize and launch a marketing campaign for your business in minutes.
Get the
Factsarrow_forward
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Feature Use
Casesarrow_forward
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
Calculate Your
ROIarrow_forward
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Exploring
Ontraportarrow_forward
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
Ontraport
Universityarrow_forward
Learn the most effective marketing and sales strategies, and get step-by-step guidance on how to implement them using Ontraport, with our 150+ free training videos.
What is a custom object?
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.
Create new record types
Each custom object has its own fields, messages, automations and more.
check
Events
check
Pets
check
Parents
check
Serial numbers
check
Surveys
check
Applications
check
Anything else you can dream up
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.
Serial Numbers ↔ Buyers: A buyer can only have one serial number, and a serial number has only one buyer.
Pets ↔ Owners: Each pet has one owner, but an owner may have many pets.
Surveys ↔ Responses: Each survey will have many respondents and each respondent may fill out multiple surveys.
Publish custom object data on the web
Build dynamic web pages that pull data from your custom objects and populate on your front end.
check
Customer portals with purchase history, rewards perks and more
check
Project portals with clients’ important documents
check
Membership sites for online courses
check
Directories listing members of an organization, real estate listings, or spa service providers
check
Event management sites including speaker bios and photos, topics and agendas
check
A blog with personalized content and calls to action
check
A client-facing knowledge base covering common questions
Automate anything for your business
Because each custom object has its own campaigns, your imagination is the only limit to what is possible.
check
Events/Attendees
Email everyone the day before, and follow up separately with people who don’t show up.
check
Parents/Students
Tell the parent if a student isn’t logging in.
check
Surveys/Responses
Respond to each survey without losing information about the last one.
check
Pets/Owners
On the pet’s birthday, send a promotion to the owner.
check
Serial Numbers/Buyers
Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary.
check
Applications/Applicants
Accept applications, schedule interviews, process approvals, and more.
Automate anything for your business
Because each custom object has its own campaigns, your imagination is the only limit to what is possible.
check
Events/Attendees
Email everyone the day before, and follow up separately with people who don’t show up.
check
Parents/Students
Tell the parent if a student isn’t logging in.
check
Surveys/Responses
Respond to each survey without losing information about the last one.
check
Pets/Owners
On the pet’s birthday, send a promotion to the owner.
check
Serial Numbers/Buyers
Remind the buyer that it’s time for annual maintenance on an item’s purchase anniversary.
check
Applications/Applicants
Accept applications, schedule interviews, process approvals, and more.
cancel
You have to create custom fields in contact records to store things like surveys, policies, projects, events, deals or pets.
check_circle
Keep data organized in appropriate record types.
cancel
Contact records get complicated and overwhelming with so many fields.
check_circle
Relate records to each other for easy access.
cancel
Data gets overwritten when you try to store a second related record.
check_circle
Manage and view different types of data differently.
cancel
No history of previous records is stored.
check_circle
Never overwrite data.
cancel
You have no ability to automate processes for more than one related record.
check_circle
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.
cancel
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?
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:
Every custom object has its own campaigns, messages, forms and more, enabling unlimited flexibility for scaling effective messaging.
Use your custom object data along with dynamic pages and blocks to create personalized, interactive web experiences for your visitors.
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.
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).
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.
settings
Turn your business on with Ontraport.
