Custom Fields

Your business is unique. So why should you be forced to fit your 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. into a one-size-fits-all CRM? Pipeliner CRM’s Custom Fields feature empowers you to tailor your CRM to your exact needs, capturing the specific, nuanced information that drives your success.

This isn’t just about adding a new field. It’s about transforming your CRM from a generic data repository into an intelligent, highly personalized tool that helps your team work smarter, faster, and more effectively.

Why Custom Fields Matter for Your Business

Out-of-the-box CRMs often leave gaps, forcing your team to use workarounds, spreadsheets, or external notes. This leads to inconsistent data, missed opportunities, and a fragmented view of your customers.

With Custom Fields, you can:

• Capture Every Insight: Go beyond standard fields like “Name” and “Email.” Create fields for unique data points, such as “LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. Source Detail,” “CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Industry Sub-Segment,” or “Project Scope Checklist.”
• Ensure Data Integrity: Stop worrying about typos and inconsistent entries. Use Validated Fields like dropdowns, radio buttons, and multi-select checkboxes to ensure your team selects from a predefined, clean list of options. This ensures that your reports and analyses are based on reliable data.
• Automate Complex Calculations: Tired of manual calculations? Use Calculated Fields to compute key metricsMetrics Metrics  are quantities that are measured and used to: instantly. Imagine automatically calculating a 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, a deal score, or a monthly recurring revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. based on other fields in your CRM. This saves time and eliminates human error.
• Enforce Your 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.: Build Your Unique Methodology Directly into Pipeliner. Use Sales Actions to make specific fields required at certain stages of a deal, ensuring every step of your process is followed consistently.
• Control Access and Visibility: Keep sensitive information secure. With granular Field Permissions, you can control who can see or edit specific data. For example, you can make a “Credit Limit” field read-only for sales reps while giving the finance team full access.

How It Works: Seamlessly Integrated and Smart

Pipeliner’s Custom Fields don’t exist in a silo; they’re fully integrated with the rest of the platform, amplifying your team’s efficiency.

• Process-Driven: Easily apply custom fields to specific entities like Accounts, Contacts, or Opportunities. You can even set up different forms for different sales pipelines, ensuring the correct information is collected for each unique process.
• Transfer Data Automatically: Qualify a lead? Any custom field data you’ve captured is automatically passed to the new opportunity record, so your team doesn’t have to re-enter any information.
• Smart and Conditional: Create Dependent Dropdowns that dynamically change the options available in another field based on a selection in the first. Or set fields to only appear when certain conditions are met, streamlining the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. experience.
• Power Your Reports: The clean, structured dataStructured Data Structured data refers to highly organized information that can easily be added into, managed, and searched for in a database from your custom fields is the perfect fuel for your reports, filters, and list views, providing a deeper understanding of your business performance.

Ready to Customize Your CRM?

Stop adapting to your CRM. With Pipeliner’s Custom Fields, you can tailor your CRM to suit your needs. Start capturing the data that truly matters and turn your unique processes into a competitive advantage.