Create Unlimited Custom Objects
Staff create objects, fields, pipelines, and permissions in Setup. Each object appears in the sidebar like a native Perfex module — no custom module to build.
Custom Objects Module for RISE CRM
$39
Turn the things your business manages into powerful, fully customizable objects inside RISE CRM. Properties. Jobs. Licenses. Assets. Vehicles. Contracts. Inspections. Bookings. Memberships. Cases — or anything else your business needs to track.
- Secure Checkout
- Author Support Included
Why choose Custom Objects Module for RISE CRM
13 starter templates
Start from Properties, Jobs, Licenses, Assets, Vehicles, Contracts, Inventory, Cases, Memberships, Vendors, Inspections, Bookings, or a blank object.
19 field types
Text, long text, number, currency, percent, date, date & time, email, phone, URL, dropdown, multi-select, checkbox, file, plus lookups to staff, customers, leads, projects, and other objects.
Field designer
Mark fields required or unique, use one as the record title, choose full or half width, show them in the list or form, and drag to reorder.
Pipeline and kanban
Named stages with colors and default / won / lost flags. Drag cards between columns. Counts update as records move.
Role and staff permissions
Set view all, view own, create, edit, and delete per role, then add per-staff overrides. Administrators always have full access.
Related lists
Show an object as a tab on customer, lead, or project profiles so staff create and browse records next to the CRM record they already use.
CSV in and CSV out
Create an object from a spreadsheet, import rows into an existing object (up to 2,000 per file), or export records. Map columns in the admin UI.
Table and kanban views
Switch between a filterable records table (stage, owner, search) and a kanban board. Archive and restore records without deleting them.
Record workspace
Open a record for attachments, comments, field history, activity, owner, stage, and related customer / lead / project.
Auto-number names
Assign names like JOB-0001 automatically, with a prefix and digit padding you choose.
Reminders and calendar
Set native Perfex reminders on a record. They appear on the staff calendar.
Assignment and stage emails
In-app notification and email when a record is assigned to another staff member or its stage changes. Templates live under Setup → Email Templates.
Global search
Records from objects that allow search appear in Perfex global search.
Dashboard widget
A dashboard widget shows recent custom-object records so staff can jump back in.
Object manager
Icon, color, sidebar position, duplicate an object, keep it in development or deploy it live, and turn it on or off.
Lookups between objects
Link records to other custom objects (for example, a Job to a Property) as well as to customers, leads, projects, and staff.
Screenshots
See Custom Objects Module for RISE CRM in action across key screens.
Custom Objects Module for RISE CRM pricing
Choose an Annual plan, then checkout securely via Freemius.
Single Site
Perfect for freelancers and single business websites.
$39/ year
Cancel anytime
- Lifetime Module Usage
- 1 year of updates
- 1 year of support
- Use on 1 website
Best Value
Multi Site
Ideal for growing businesses and multiple websites.
$129/ year
Cancel anytime
- Lifetime Module Usage
- 1 year of updates
- 1 year of support
- Use on 5 websites
Unlimited
Best for agencies and unlimited client deployments.
$499/ year
Cancel anytime
- Lifetime Module Usage
- 1 year of updates
- 1 year of support
- Unlimited website usage
Compare Plans
Module usage
- Annual
- Lifetime usage
Module updates
- Annual
- 1 year
Technical support
- Annual
- 1 year
Lifetime module usage: Keep using the module even after your annual license expires.
Cancel anytime: Annual plans renew automatically, and you can cancel anytime.
Risk-free purchase: Secure checkout by Freemius with a 14-day money-back guarantee.
Frequently asked questions
Quick answers about licensing, installs, and support.
Ready to Get Started?
Pick an Annual plan, checkout with Freemius, and get started in minutes.