Are you tired of manually calculating sales commissions, dealing with inconsistent dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entries, or lacking the necessary context to move deals forward? Most CRMs force you to fit your unique process into their rigid structure.

Pipeliner CRM empowers you to define, connect, and calculate the exact data points that drive your success. Introducing Custom Fields, Lookup Fields, and Rollup Fields—the data intelligence suite built for modern sales organizations.

custom fields feature

The Problem: Data Chaos and Lost Opportunities

  • Inconsistent Data: Misspellings, typos, and free-text entries render your reports unreliable, making forecasting a guessing game.
  • Wasted Time: Sales reps waste hours manually calculating scores, commissions, or searching through related records.
  • Broken Processes: Without mandatory data capture at critical stages, deals often move forward prematurely, resulting in stalls and losses.
  • Missing Context: You can’t track key relationships, such as which competitor is involved or who the secondary accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. manager is, leaving your team in the darkDark Dark is a description for the state wherein a prospect have become unresponsive to calls, invitations, emails and other attempts at engagement (e.g., Mr.Brown has gone dark.).

The SolutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.: Precision Data Capture and Intelligent Automation

Pipeliner CRM transforms your CRM into a strategic intelligence engine that captures, validates, and summarizes every crucial detail.

Custom Fields: Guarantee Data Quality and Compliance

Take complete control of your CRM forms. Custom Fields in CRM allow Pipeliner CRM Admins to define the exact information needed for reporting and analysis, ensuring data integrity across the entire platform.

  • Guaranteed Consistency: Utilize validated fields, such as dropdowns, Multi-selects, and Radio buttons. Force users to choose from a predefined list, eliminating typos and ensuring all data used in filters and reports is clean.
  • Process Enforcement: Implement Sales Action Fields that appear only at relevant stages of your Opportunity PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. Require data completion (e.g., a qualification score or credit check) before a deal can advance, guaranteeing adherence to your ideal sales process.
  • Secure Access: Manage sensitive inputs like ‘Credit Limit’ or ‘Quote Approved’ using Field Permissions. Ensure only authorized userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. roles (like Sales Managers or Finance) can view or update crucial data.
Advanced field forms

Lookup Fields: Connect the Dots for a 360° View

Break down data silos by creating custom, meaningful relationships between any two records. CRM Lookup Fields provide critical context that standard relationship views miss.

  • Custom Relationship Mapping: Link an Opportunity to its Main Competitor (Account Lookup) or an Account to its Customer SuccessCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. Manager (User Lookup). You define the relationship that matters to your business.
  • Strategic Visibility: Use the Primary Record feature to specifically target the most essential linked record in reporting and documents.
  • Instant Context: A new tab is automatically created on the looked-up entity (e.g., the Competitor Account) to show all related instances. Click the competitor and instantly see every deal they were linked to under the “Competing For” tab.

Rollup Fields: Instant Aggregated Intelligence

Stop digging for totals. CRM Rollup Fields are read-only, calculated summaries of data from related records. Get instant, high-level KPIs right on the main record.

  • Real-Time MetricsMetrics Metrics  are quantities that are measured and used to:: Use functions like SUM, COUNT, AVG, MIN/MAX to display critical intelligence, such as:
    • This Year’s Won RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.: (SUM of all related won Opportunities).
    • Number of Meetings: (COUNT of all related ‘Meeting’ activities for a deal).
    • Last CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Visit Date: (LAST function, sorted by date).
  • Automate Account Tiers: Use the calculated Rollup value (like “Total Revenue Won”) to automatically trigger an Automatizer process, updating the Account Class and influencing future sales targets.
  • Actionable Insights: Rollup Fields are visible in List Views and the QuickView panel, providing managers and reps with immediate, actionable data without requiring them to open a report.

Proven Results: Use Case Examples

  • Automated Scoring: Set up a Calculated Field for an Opportunity Score that instantly updates based on numerical values selected in qualification Custom Dropdown Fields (e.g., “Strength of Influence”).
  • Error-Free Commissions: Use a Calculated Field formula to instantly determine CommissionCommission Commission is the amount of money a sales professional earns for reaching a specific sales volume or for executing one or more business transactions. Amount using numerical values linked to a Custom Dropdown selection for Commission Percentage, ensuring accuracy.
  • Targeted Follow-up: Use the LAST function in a Rollup Field to display a clickable link to the Last Customer Visit appointment on the Account record, providing instant access to notes.

Ready to Revolutionize Your Data Structure?

Take control of your CRM data integrity and stop leaving revenue on the table.

Would you like to see a demo that focuses on setting up your most critical custom fields in Pipeliner CRM?

Screenshots

Resources

Share this page

Frequently Asked Questions (FAQs)

Standard fields cover basic data, but Custom Fields are essential for capturing information unique to your business and sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.. They ensure you track metrics vital for your reporting, compliance, and specific industry needs, turning generic records into actionable intelligence. This is key for advanced CRM data integrity and competitive advantage.

A Validated Field is a type of Custom Field (like a Dropdown, Multi-select, or Radio button) that forces users to select a value from a predefined list. This eliminates data entry errors like typos, misspellings, and inconsistent formatting, directly leading to cleaner data and more reliable reports and automations.

A Calculated Field is a custom, read-only field that automatically computes a value based on a formula using other fields.

Best Use Cases:

  • Automated Scoring: Calculating an Opportunity Score based on numerical values from qualification fields (e.g., “Strength of Influence” + “Budget Score”).
  • Commission Tracking: Automatically calculating a Commission Amount based on Opportunity Value and a pre-defined percentage.
  • Financial Ratios: Calculating estimated monthly revenue from a total contract value.

Absolutely. Pipeliner CRM allows you to assign a hidden numerical value to each option within a custom dropdown (also known as a picklist). Your formula can then use this specific numerical value in the calculation (e.g., using a dropdown choice of “High Priority” to return the number ’10’ for scoring), making your automated calculations accurate and efficient.

A Lookup Field is a custom field type that creates a defined, flexible relationship between different types of records (entities). Unlike simple text or notes, a Lookup Field allows you to:

  1. Restrict Selections: Filter the available records (e.g., only show Accounts marked as “Competitor”).
  2. Target Specific Data: Designate a Primary Record for easy reporting and data access.
  3. Provide 360° Context: Automatically create reciprocal links so you can see all related records from the looked-up entity (e.g., see all ‘Competing For’ opportunities on the Competitor’s record).

Rollup Fields can use various aggregation functions:

  • SUM: Total value of all related Opportunities (e.g., “Total Won Revenue This Year”).
  • COUNT: The total number of related records (e.g., “Number of Meetings Held” for a deal).
  • MIN/MAX: The minimum or maximum date/value among related records.
  • LAST/FIRST: Displaying the first or last instance of a related record (e.g., “Last Customer Interaction Date”).

Learn More About Pipeliner CRM

Take a no-obligation 14 day trial of Pipeliner CRM.

No credit card info required – just experience for yourself how it could impact your sales.

Take A Free Trial

or Read Case Studies