Custom Fields
Your data model,
your rules
Go beyond standard CRM fields with twelve-plus types including single line text, multi-line text, number, date, datetime, checkbox, single select, multi-select, URL, email, phone, and currency. Mark fields as required or optional, set default values, and build reusable custom value templates.
Fit any sales process
Twelve-plus field types cover everything from simple text to currency values, so your CRM mirrors your workflow exactly.
Consistent data entry
Required fields, default values, and select options ensure your team captures clean, uniform data every time.
Reusable templates
Custom values templates let you pre-configure field sets for different pipelines, teams, or use cases and apply them in seconds.
Flexible by design
Build the data model your team needs
Text & Number Fields
Single line text for quick entries, multi-line for notes and descriptions, and number fields for quantities, scores, or any numeric data your team tracks.
Date & DateTime Fields
Capture contract renewal dates, follow-up deadlines, and event timestamps with dedicated date and datetime pickers that support timezone awareness.
Select & Multi-Select
Single select for exclusive choices like lead source or deal stage, and multi-select for attributes that can hold multiple values like product interest areas.
Contact Detail Fields
Dedicated URL, email, and phone field types with built-in validation ensure links are clickable, addresses are formatted, and numbers are dialable.
Checkbox & Currency
Toggle fields for boolean values like decision-maker status, and currency fields with locale-aware formatting for deal sizes and budget tracking.
Templates & Defaults
Pre-configure field sets with default values and package them as reusable templates. Apply a template to a new pipeline and every field is ready to go.
Dynamic Data Capture
Capture what standard CRMs miss
Every sales team tracks data that off-the-shelf fields cannot accommodate. Custom fields let you add contract renewal dates, competitor names, deal confidence scores, or any other metric that drives your pipeline decisions. Mark fields as required so reps never skip critical information.
Custom Value Templates
Standardize data entry across your team
Build reusable templates that bundle field configurations, default values, and select options into a single package. When you spin up a new pipeline or onboard a new rep, apply a template and every field is pre-configured with the right options, validation rules, and defaults.
Your data, your way
Stop bending your process to fit your CRM.
Build custom fields that capture the exact data your team needs to close more deals, faster.