Custom Fields

to feed extra information of your prospects

Store your contacts’ or companies or even deal-specific information in your system to build customer journeys tailored to their needs.

custom fields

Get More Out of Your Data With Custom Fields

Customize your data management to fit your unique needs with custom fields

tool leave note

Add Custom Fields

Give extra fields to three of the important entities - Contacts, Companies and Deals.

add custom fields
manage fields

Manage Fields

Modify these custom fields to stay up-to-date with your leads or remove them if the fields are no more relevant.

What is Custom Fields ?

Custom fields are user-defined fields in a CRM system that allow you to customize and tailor the CRM to better suit the needs of your business. They allow you to collect and store information that is specific to your business. This can include customer preferences, purchase history, contact information, and more. By using custom fields in your CRM, you can better understand your customers and make smarter decisions for your business.

Get Started Now

Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.