Custom Objects in Client App Builder

Client App Builder now supports Custom Objects, letting members submit information and create records directly from your Client Portal. Submitted data is saved in your account’s SMBcrm CRM, keeping applications, service requests, inquiries, and booking details connected to your existing data.

What You Can Build

Describe what members need to submit, and AI helps create the custom objects, fields, dropdowns, relationships, and connected portal pages without writing code.

• Member-facing pages: Generate pages where members can view and add records.
• Configurable visibility: Let members access their own records, their company’s records, or all records in read-only mode.
• Review before approval: Preview the proposed data structure, sample records, and access permissions before creating anything.
• Payment actions: Enable payments on records through invoices when a payment provider is connected.
• Object management: Create up to 3 objects per request or reuse existing objects, within the limit of 10 custom objects per account.

Getting Started

1. Enable Client App Builder in Labs.
2. Open the builder and start building or customizing your Client Portal.
3. Describe the information you want members to submit, such as “Let members apply for a 1:1 coaching session.”
4. Confirm that you want to use Custom Objects in your CRM.
5. Review the proposed objects, fields, relationships, and visibility settings.
6. Approve the plan to create the objects and connected portal pages.

The created objects are accessible directly in your SMBcrm CRM.

Availability

Custom Objects are available through Client App Builder in Labs for web-based Client Portals and Vibe Coding experiences. Support also includes the SMBcrm Mobile app.

Release Images

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