Grow and run
Build your own objects: Property, Course, Policy, Vehicle
Your business is not only leads. Create modules for the things you manage, link them to leads and customers, and get lists, boards, permissions, reports and API for free.
No code
Fields, sections and layouts set up from the screen
Linked records
Relate modules to leads, customers and each other
Full CRM tools
Import, filters, workflows, reports and API included
Module builder
Create a module in minutes
Name your module, add fields such as text, number, date, dropdown, currency, location or file, and arrange them in sections. You can build a Property list, a Course catalogue, an Insurance policy register or a Vehicle inventory without writing code.
- Many field types
- Sections and layouts
- List and board views
Many field types
Sections and layouts
List and board views
Relations
Connect records to each other
A lead can be linked to a property, a policy to a customer, a course to many applicants. Open a lead and see the linked records beside it, or open a property and see every interested buyer. Data is entered once and used everywhere.
- One-to-many links
- Linked list on the lead
- Search across modules
One-to-many links
Linked list on the lead
Search across modules
Permissions
Control who sees and edits what
Set access per module and per role: view, create, edit, delete, export. Restrict individual fields, such as a purchase price, to managers. Visibility can follow team or hierarchy, so branches see only their own records.
- Role-based access
- Field restrictions
- Team and branch scope
Role-based access
Field restrictions
Team and branch scope
Automation
Workflows work on your objects too
Triggers and actions are not limited to leads. When a policy is within 30 days of renewal, create a task and send a WhatsApp message. When a unit is marked sold, update the linked lead. Reports and dashboards include the new module automatically.
- Triggers on any module
- Renewal reminders
- Reports included
Triggers on any module
Renewal reminders
Reports included
Import and API
Bring data in, push data out
Import from Excel with column mapping and duplicate checks. Every custom module also gets REST endpoints and webhooks, so your website or another system can read and write records, with the same permissions as users.
- Excel import
- REST endpoints
- Webhooks on change
Excel import
REST endpoints
Webhooks on change
Examples
Start from a ready pattern
Industry templates come with modules prepared: Property and Site Visit for real estate, Course and Batch for education, Policy for insurance, Vehicle for automobile. Use them as they are or change them to match how you actually work.
- Property and unit
- Course and batch
- Policy and vehicle
Property and unit
Course and batch
Policy and vehicle
How it works
- 1
Define the module
Name it and add the fields your team needs.
- 2
Link and permit
Relate it to leads or customers and set who can see what.
- 3
Automate and report
Add workflows, views and reports on top of the new module.
Works with
Used in these industries
Frequently asked questions
How many custom modules can I create?
The limit depends on your plan. See the pricing page for current limits.
Do custom modules work on the mobile app?
Yes. Custom modules get mobile screens automatically along with lists, forms and timeline.
Can AI fill custom module fields?
Custom fields on leads can be filled from calls by the AI suite. Other modules can use workflows and the API to fill data.
Can I change fields after data is entered?
Yes. You can add fields at any time. Changing a field type may need a data check, and Gandiv warns you before it affects existing values.
Is this the same as a spreadsheet?
No. It has typed fields, relations, permissions, workflows and an audit history, which a spreadsheet does not enforce.
See Gandiv on your own leads
Start free, or book a short demo and we will set it up with your pipeline.