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The building blocks
Objects & Records
Objects are the blueprints for your data (Contacts, Deals, Tickets); records are the individual entries. Start here to model your business.
Properties
The typed fields on each record: text, dates, selects, relations, and more.
Views & Dashboards
Tables, boards, calendars, and dashboards that turn your records into something you can act on.
Conversations & Inbox
Every email, SMS, and call thread in one shared, assignable inbox.
Make it work for you
Workflows
Instant, event-driven automations. Notify owners, create records, update fields.
Sequences
Multi-step, multi-channel outreach that runs over days or weeks.
AI Agents
A contextual assistant plus property auto-fill that enriches and summarizes your data.
Integrations
Connect mailboxes, phone numbers, and tools like HubSpot, Slack, and GitHub.
A suggested learning path
1
Set up your workspace
Configure your company profile and AI context in Workspace Settings.
2
Model your data
Create your first objects and records, then shape them with properties.
3
Bring in your data
Import existing contacts and deals with the data import wizard.
4
Connect communication
Link an email mailbox and a phone number under Integrations.
Once you’ve done these, you’ll have a working Custral setup and a feel for how the pieces fit together.
Related
Quickstart
The fastest path to a working workspace.
Use cases by team
See how different teams set Custral up.