Custom objects
A traditional CRM thinks in terms of "contacts" and "companies". If your business deals with other entities — properties, cases, contracts, vehicles, worksites — custom objects let you model them directly in Metaventus, with properties of their own.
Creating a business object
From the Admin Center or the CRM hub, you can define a new object, for example "Property" or "Case":
- Name the object and define its typed properties: text, number, date, choice list, checkbox.
- Each record of that object gets its own record page, with a side panel and history.
- The object appears in the CRM's global search in the same way as contacts and companies.
The Discovery plan includes 1 custom object. Higher plans let you create several. Each object can hold as many records as you need.
Linking objects to your contacts and companies
An object record links to one or more contacts and companies — for example a property linked to its owner and its potential buyers. The link appears on both sides: on the object's record, and on the contact's or the company's record.
Variables in emails and SMS
The properties of a custom object are available as variables in your email and SMS
campaigns, in the form {{objet.propriété}}. You can therefore personalize a message with
the address of a property, the reference of a case or the date of a contract.
Automation triggers
A custom object can trigger an automation scenario when it is created or modified — for example sending an email as soon as a new property matching a segment of buyers is recorded.
Segmenting on your objects
Cross-object segments filter your contacts by the properties of their linked objects, which allows fine-grained targeting specific to your business.