FIG 0.0 · OBJECTS

Your CRM takes the shape ofyour business.

Create your own record types without coding. 28 field types, Table, Kanban and Calendar views, relations, formulas, encrypted secret field. And your Oracle AI reads what you invented.

Free 14-day trial

No credit card required.

No-code custom objects in toncrm.io: table of a Property object with address, type, status, price and listing date.
FIG 0.1 · CREATE AN OBJECT

You name a type. You add your fields. That's it.

“Purchase offers”, “Equipment”, “Cohorts” — your CRM, your records. No blank page, no dev, no spreadsheet on the side.

Each field has a strong type — validation happens server-side, not just on screen. You shape the structure, the engine enforces the rules.

FIG 0.2 · FIELD TYPES

28 field types, from text to the vault.

Beyond text and numbers: relations between records, calculated formulas, rollups, signature, address, and the famous encrypted secret field.

Text / long text
Number / percentage
Amount ($)
Date / datetime
Select / status
Relation / lookup
Formula / rollup
Encrypted secret
FIG 0.3 · THREE VIEWS

Table, Kanban, Calendar — the same data.

Every object can be viewed as a table, drag-and-drop columns or a calendar. An object can even have several Kanban boards (one per status field), as tabs. Your views get saved — personal or shared with the team.

AddressPriceStatus
1240 rue Sherbrooke485 000 $Accepted
88 av. du Parc312 000 $Pending
410 boul. René-Lévesque729 000 $Accepted
How many purchase offers are pending?
Oracle
You have 3 offers in “Pending” status, for a total of 1 116 000 $. The oldest has been sitting for 9 days.
FIG 0.4 · YOUR AI KNOWS YOUR OBJECTS

Oracle reads the objects you invented.

The catalog of your objects and fields is injected into Oracle, with a dedicated tool to query your records — kept to your org. Not just the basic contacts and deals: your own structure. Few platforms plug their AI into the objects built by hand by the client.

FIG 0.5 · SECRET FIELD

The hidden vault of your CRM.

A “secret” field (lockbox code, job-site Wi-Fi password, access key) is encrypted AES-256-GCM in a dedicated table — never in clear text in the record. Reveal is guarded and every set / reveal / copy is logged.

Lockbox code
•••••• Reveal
Encrypted AES-256-GCM · access logged
Move to “Accepted”Blocked
Signed purchase offer
Proof of financingrequired
FIG 0.6 · COMPLETENESS

No transition without the right document.

Declare that a field, a document or a linked record is required — conditional on status, blocking or not. You can't move a record to the next status while the doc is missing. Built-in business compliance, zero coded rules.

FIG 0.7 · QC BLUEPRINT

Install a complete niche in one click.

The “QC real-estate broker” blueprint creates in one shot the objects properties, listings (CCV), purchase offers and transactions — with the statuses, the Kanbans and the OACIQ document requirements ready. Preview before install.

Properties
Listings (CCV)
Purchase offers
Transactions
And the reverse: export your own object config as a shareable blueprint, and install it elsewhere (dry-run → confirm) — the linked workflows are recreated.
FIG 0.8 · WHAT FOLLOWS ON ITS OWN

You invent the structure. The rest follows.

A date that becomes an event
Check “add to calendar” on a date field → the deadline shows up on your calendar and syncs with Google / Outlook.
Workflows listen to your objects
Created, modified, status changed, date approaching: these events trigger your existing workflows. No new system.
Formulas and rollups
“Funding date = accepted offer + number of days”, count/sum aggregates on linked records, computed on read.
Per-record access
A “restricted” record is only seen by owner / admin / manager, delegates and the assigned member. ACL at the record level.
Your variables
{{custom.slogan}}
{{company.tvq_number}}
{{custom.booking_url}}
{{contact.first_name}}
FIG 0.9 · CUSTOM VALUES

A variable written once, everywhere.

The other half of personalization: a catalog of {{custom.x}} variables (slogan, promo code, booking link) that resolve across all your emails, SMS and workflows. Change it once, it's changed everywhere.

Zero phantom variables: the catalog shows ONLY the variables that actually resolve — no more tokens left empty at send time. QC tax variables (TPS, TVQ, RBQ) are native.
FIG 1.0 · FREQUENTLY ASKED QUESTIONS

Everything about objects.

Your own record type (like “Purchase offers”, “Equipment”, “Cohorts”), with your fields, built without coding. The CRM takes the shape of your business instead of forcing you into a mold.

28: text, number, date, datetime, select, multi-select, yes/no, email, phone, URL, amount, file, image, address, signature, relation, formula, rollup, lookup, percentage, autonumber, tags, rich text, status, secret, and more.

Yes. Oracle gets the catalog of your objects and fields, plus an org-scoped query_custom_object tool. “How many purchase offers are pending?” → it answers from your data.

In Table, Kanban (one tab per status field) or Calendar, with saved personal or shared views. Same data, three angles.

No, it's the other half of personalization. A {{custom.x}} value (slogan, promo code, booking link) written once resolves across all your emails, SMS and workflows.
L'entrepreneur d'aujourd'hui
FIG 1.1 · GET STARTED

Create your first object.

14 days free, no card. Or book a demo, we'll set up your structure for your business.

Free 14-day trial

We'll set up your structure for your business in a 45-sec demo.

IntelligenceOracle, the AI that reads your objects Query your custom records in natural language.MarketingThe form that fills your object A public intake can feed your custom object directly.AutomationWorkflows triggered by your objects Created, status changed, date approaching: everything triggers.
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Ready to see toncrm.io for real? We show it to you set up for your trade.

Book a 15-minute demo — or start your free trial right away.

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