Get started
Set up your first object
Learn the building blocks, then create an object, add properties, and enter your first records.
What you can do
Define your schemaObjects
Define the entities in your system: Companies, Contacts, Deals, and more.
Properties
Add typed fields to an object to store specific pieces of information.
Standard objects
Map the standard CRM concepts (Company, Person, Deal, Ticket) onto your own objects.
Object templates
Reusable starter records so you don’t re-enter common entries.
Records
The individual entries that live within your objects.
Fields
The value a record stores for each property.
Object views
Control how records render as tables, boards, and detail layouts.
Collections
Group records into saved lists, stacks, and queues.
Relations
Link a record to one or many records on another object.
Conversations
The thread model that unifies every channel into a single data structure.
Discover contacts
Find people you’ve emailed who aren’t contacts yet, and add them in a click.
Media library
Browse, filter, download, and delete every file uploaded across your workspace.
Feature reference
What each capability does and when to reach for it.Works with
Your data model isn’t a silo. It’s the foundation the rest of Custral builds on.Surfaces
Objects render as pages, tables, boards, and record views.
Automations
Trigger workflows on record and field changes.
AI
Auto-fill properties and enrich records with AI.
Reporting
Build charts and dashboards on top of your objects.
Reference & settings
Workspace audit
Review and restructure your whole schema in one visual designer.
Company audit
Automated checks that flag gaps and create admin tasks.
Related
- Data models: how to design objects, properties, and relationships.
- Collections: ordered and unordered sets of records.
- Reporting: charts and dashboards built on your objects.
- Automations: react to record and field changes.
Need help setting up your data model? Reach out to us for a guided walkthrough.