Introducing Custom Objects in SalesEdge.io – Transform Your Portal Into a Powerful CRM Experience

Introducing Custom Objects in SalesEdge.io – Transform Your Portal Into a Powerful CRM Experience

We’re excited to announce a major upgrade to your SalesEdge.io Client Portal. With the new Custom Objects feature in the Client App Builder, you can now create truly interactive experiences for your clients and members—no coding required.

Picture this: Your members can submit information, fill out applications, request services, or make inquiries right from your portal, and everything they enter is automatically organized and stored in your SalesEdge.io CRM.

What’s New?

• AI-Powered Custom Object Creation — Just describe what kind of information you want to collect, and our AI will design all the necessary forms, fields, dropdowns, and data relationships in seconds.
• Direct CRM Integration — All member submissions are instantly saved as custom records in your SalesEdge.io CRM, keeping everything tidy and available whenever you need it.
• Easy Review Process — Preview your data structure, example records, and member permissions before you publish or make changes.
• Interactive Member Experiences — Instantly generate portal pages where members can view or add records like service requests, applications, or feedback—all tailored to your business flow.
• Flexible Data Visibility — Decide whether a member sees just their own records, their organization’s information, or has read-only access across the board.
• Built-In Payment Support — If you use payments in your workflow, connect your payment provider and let members complete purchases or payments right from the records they create in your portal.
• Smart Object Management — Easily create multiple custom objects, reuse structures as needed, and manage everything within your SalesEdge.io CRM limits.

Why This Matters for Coaches & Consultants

Until now, collecting detailed information from your clients or members often meant using extra tools or complicated integrations. With Custom Objects in SalesEdge.io, your portal evolves into a truly dynamic tool—so you can gather, organize, and act on anything from program applications and discovery call requests to property details and session bookings, all in one place.

How You’ll Benefit

• Simplified Information Collection — Let your members submit applications, requests, or details without ever leaving your branded portal.
• Always Connected — Everything your members submit is automatically organized in your CRM for easy tracking and follow-up.
• AI-Driven Setup — No tech headaches or coding; just describe what you want, and SalesEdge.io builds it for you.
• Full Control — Review every custom object and setting before making changes live.
• Rich, Interactive Portals — Move beyond simple content delivery—engage your clients with personalized, actionable experiences.

Getting Started

1. Turn on Client App Builder in the Labs section of your SalesEdge.io dashboard.
2. Open the Client App Builder and start creating or customizing your Client Portal.
3. Describe the type of information you want to collect, such as, “Let members apply for private coaching sessions.”
4. When asked, confirm that you’d like to use Custom Objects in your CRM.
5. Preview the recommended structure, fields, and visibility settings.
6. Approve the setup—SalesEdge.io will take care of the rest! All connected portal pages and CRM records will be created automatically.

Custom Objects are available right now in the Client App Builder, supporting both web-based portals and Vibe Coding experiences. Mobile app support is also included!

---

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.