Platform · Custom Objects & Build Your Own Tools
If your business tracks it, KztOne can have a record for it
Properties, vehicles, students, equipment, sites, contracts: create a custom object with the fields you need, link records to contacts, deals and orders, and use them in search, reports, workflows and the AI assistant.
- Included in
- Growth and above
- Status
- Available now
- Module
- Platform
- Trial
- Included in the 7-day trial
Objects and fields you define
Name the object, add fields of the right type (text, number, money, date, select, reference to another record), mark what is required, and KztOne generates the list, form and detail views.
- Field types including references to contacts, companies, orders and other objects
- Required fields and select options
- List, form and detail views generated automatically
- Import from CSV into any object
Connected, not isolated
Custom records link to the rest of the business. A viewing links to a property and a lead; a vehicle links to its fuel expenses; a student links to parent contacts and fee invoices.
- Links shown on both records
- Activities and documents on custom records
- Custom records in unified search
- AI assistant can answer questions about them
Automate and report
Custom fields can trigger and condition workflows (for example, vehicle insurance expiring in 14 days) and appear in the report builder.
- Workflow triggers on custom records
- Reports and dashboards over custom objects
- Approval workflows for custom requests
What you get
- Fits your business
- No waiting for a feature that matches your industry.
- No developers
- Owners and managers build what they need.
- Still one system
- Custom records use the same search, reports, workflows and AI.
Questions
- How many custom objects can I create?
- Starter allows 2, Growth 10, Business 30 and Scale 100. Free does not include custom objects; the trial allows 3.
- Can I add custom fields to contacts and orders without creating an object?
- Yes. Custom fields on contacts, companies, products, orders, invoices and deals are available on every plan.
- Can I build forms for customers to fill in?
- Public forms that create custom records are planned. Today, records are created by staff, by import, by the API or by workflows.
- Which KztOne plan includes custom objects?
- Custom Objects is included in the Growth plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Workflow Automation
Automate follow-ups, approvals, stock replenishment, reminders and alerts with simple When, If, Then rules. Ready-made templates, test runs and full history.
Custom Reports
Build sales, stock, finance and customer reports with filters, groupings and date ranges. Save them, schedule delivery and export to Excel. Growth and above.
Unified Business Search
One search box for contacts, companies, orders, invoices, products, documents and WhatsApp conversations, with permissions respected. Free on every plan.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.