Custom Fields for the Data Your Sales Process Needs

Add custom fields so the lead holds the data your business actually uses — project, course, vehicle, ticket size, or source detail. Advanced filters then let you review those parameters in lists and reports without exporting first.

Why Custom Fields Matters

Capture the fields your process needs, then filter and review those parameters in reports — not in a side spreadsheet.

  • Add fields that match how you already sell
  • Keep industry-specific data on the lead record
  • Use those fields as filter parameters in reports
  • Avoid a second spreadsheet for extra columns
  • Support different product lines without a new tool

Use Cases

  • Industry teams that need fields a generic CRM form does not have
  • Teams migrating columns from Excel or Google Sheets
  • Managers who want to filter the inbox by those fields

Related Features

Lead Management

Capture, assign, and track every enquiry on one record — from import, ads, WhatsApp, and portal sources through follow-up.

Sales Pipeline

Move opportunities through customizable Kanban stages on the same record as calls, WhatsApp, and the next action.

Advanced Filters

Filter every report and parameter so managers can track the slice of leads, pipeline, and activity that matters.

Frequently Asked Questions

Yes. You can create custom fields to organize customer and lead data according to your business requirements.

See This Feature on Your Floor

Book a demo to walk through leads, official WhatsApp, reminders, workflow automation, and pipeline in one inbox.

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