Custom Objects

Personalize Your CRM for Freight Sales Success

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Custom Objects

A Powerful Upgrade for Modern Freight CRMs

Flexibility is key when managing contact data in your CRM. While custom fields are essential—and SalesDrip offers unlimited fields—custom objects take your freight CRM to a whole new level. Design how your data is structured, stored, and linked to match the way your logistics or brokerage business truly operates.

Accurate, flexible data is the backbone of successful freight sales and logistics marketing. It helps your sales team stay ahead of leads and enables precise, timely messaging from your marketing team. Without a customizable CRM, adapting to your business processes becomes time-consuming and inefficient.

SalesDrip is built on the true “all-in-one” CRM philosophy. Unlike other platforms, we go beyond basic features by offering custom objects—giving freight brokers, agents, and carriers the ability to structure and manage data exactly how they need it. Don’t settle for limited tools. A CRM without custom objects isn’t truly complete.

To provide a clearer understanding of custom objects, let's consider a real estate scenario. Picture yourself as a real estate agent assisting clients in purchasing homes. While this serves as a mere illustration, once you grasp how custom objects function, you'll recognize its applicability to your own business.

What’s the Difference Between a Field and an Object in Your CRM?

In a CRM, fields and objects both store data—but they serve different purposes. A custom field works best for simple, one-to-one relationships. For example, if a freight broker logs that a shipper has “3 recent shipments,” a field like Number of Shipments works perfectly.

But when you need to track detailed information for each individual shipment—such as pickup date, destination, load size, or carrier used—you need more than a single field. That’s where custom objects come in.

With SalesDrip’s custom objects, you can store multiple records tied to a single contact or company. Each object (e.g., a shipment, invoice, or quote) holds its own data and can be linked directly to a customer’s profile. This structure is essential for freight professionals managing repeat shippers, multiple transactions, or complex logistics workflows.

SalesDrip makes it easy to create and manage custom objects—giving you the flexibility to organize your data the way your business operates, not the other way around.