Custom objects and records in the graph8 CRM.
Define the record types your business tracks, such as projects, partners or territories, with typed attributes and links to other records. Your team creates, searches and updates those records in graph8. Your admins decide which objects and attributes exist and who can view, edit or archive records. Each record keeps a history of what changed and who changed it.
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You pay execution credits for what the agents run, not per seat.
Objects, attributes, records and associations
An object is a record type. Its attributes are the typed fields each record holds. Records are the entries your team works with, and associations link records to each other. Teams that have used Attio will know the model. In graph8, these objects sit beside the built-in contacts, companies and deals.
Filter Partners where Tier equals Gold, then sort by Annual target.
Partner name names each record in lists and links, instead of its record ID.
What Objects and Records includes
Each feature works in the app. Where supported, your team can also use it through the MCP server or the CLI.
Custom objects
Create a record type for what your business tracks, such as projects, partners or territories. Give it a singular and plural label, a description, an icon and an API name. The API name is read-only after creation, so it stays stable.
Typed attributes
Add fields of a set type: text, number, currency, date, timestamp, checkbox, select, status, email, phone, domain, location, person name, rating, a link to another record, or a link to a user.
Field rules
Mark an attribute as required, unique or multi-value, set a default value, and list the options for a select or status field. A currency field carries its three-letter currency code.
Records
Your team creates, edits, archives and restores records of each object. You choose which attribute names a record in lists and links, instead of its record ID.
Associations
Link a record to records of another object from the record itself, and remove the link when it no longer applies. A reference attribute points a field at a related object.
Search, filter and sort
Search an object's records, filter on any attribute (contains, equals, greater than, less than, is empty and more), and sort by an attribute in either direction.
Record history
Each record keeps its value history with effective dates, and a list of changes by revision with who made each change and the value before and after.
Access and safe edits
Admins manage objects and attributes. Read, write and delete permissions decide who can view, edit or archive records. An edit made against an older revision is rejected, and the draft is kept.
Custom fields on contacts and companies
Add text or number columns to contacts and companies, for all lists or one list. Filter, sort and export them, or fill them with enrichment. graph8 also discovers and syncs custom fields from each connected CRM.
Related parts of graph8
My Desk
Each AE's ranked deals for today, with a brief and a next step.
Explore In CRMQuotes and e-Sign
Quotes, redlines and e-sign on the deal record.
Explore In CRMPipeline and Deals
Custom stages, deal scores, a weighted forecast and AE views.
Explore In CRMLeaderboard
SDR, AE and dialer rankings, with team and agency rollups.
Explore In CRMReporting and Analytics
Attribution, SDR and dialer analytics, and conversions, from the same records.
ExploreYou pay for what the agents run. Every user is included on the Team plan.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target. Three ways in.
A free entry point to the full platform. No credit card.
- 1,000 contact reveals to start
- 500 execution actions free
- Full platform access, no card
- Then $0.05 per credit
Unlimited contact data, in the tools you already use.
- Unlimited contact data, fair use
- 2,500 execution credits a month
- Priced per user, not per org
Unlimited users and data. Every app, one bill.
- Campaigns, dialer, AI voice, and AI workflows
- Meetings routed and booked for you
- 10,000 execution credits a month
- Unlimited users, no seat fees
- 7-day free trial, no credit card
Everything in the Team plan
$99 / mo, all includedThe $99 Team plan is the full platform: everything below, for the whole org. MCP Unlimited and Pay as you go are lighter entry points with usage and seat limits.
What the agents run
10,000 credits included- Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
- 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
- Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
- AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
- Meeting routing and booking Route leads to the right rep and book the meeting automatically.
- CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
- Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
- AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.
Contact data
Included- MCP Unlimited for every user A $25 per user value, included for the whole org on the Team plan.
- No monthly cap on contact data Reveals, lookups, enrichments, and exports run org-wide, every seat.
- Buying signals Visitors, intent, hiring, and job-change signals on every account.
- Waterfall enrichment Third-party providers, pay on match or bring your own keys.
- Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.
For the whole team
Always on- Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
- Every feature unlocked No tiers gating voice, enrichment, sequencer, campaigns, or desktop.
- Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
- Month-to-month, no contracts Cancel anytime.
- Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.
Execution credits send, call, and run agents. Contact credits reveal and enrich the people you target.
Set up the objects your team tracks
Sign-up takes about ten seconds with Google or Microsoft. Then an agent sets up the account with you. Create your first custom object when you know what your team needs to track. Free to start, no card.