Fields and Forms

You know your business better than anyone, so why should your CRM tell you what to track? With Pipeliner CRM’s Fields and Forms, you’re in the driver’s seat. This powerful feature allows you to customize your CRM to perfectly match your unique 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., business model, and 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. needs. Forget generic fields and one-size-fits-all forms—create a CRM that works precisely the way you do.

The Power of Tailored Data

Your team needs the correct information at the right time to close deals faster. Pipeliner CRM’s Fields and Forms feature gives you the tools to build a highly optimized data-capture system.

Key Benefits:

• Enforce Your Sales Process: Use Sales Action fields to ensure critical data is captured at every stage of the pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. No more missed information or incomplete records—the system won’t let a deal move forward until required fields are completed.
• Automate Data Aggregation: With Rollup fields, you can automatically calculate key metricsMetrics Metrics  are quantities that are measured and used to: from related records. Want to see the total revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. from all won opportunities for a specific 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., or the number of customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. visits this year? A rollup field does the math for you, providing instant, at-a-glance insights without manual work.
• Connect the Dots: Lookup fields create custom relationships between different records, helping you visualize and track complex connections. Link an opportunity to its main competitors, connect a customer to their dedicated account manager, or find the last QBR notes with a single click.
• Streamline Data Entry: Create a consistent, branded experience with Autonumber fields, which automatically generate unique, sequential values for any record. This not only saves time but also ensures data integrity across your entire organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)..
• Integrate External Information: Bring valuable third-party data directly into your CRM. Web Resource fields let you display information from external websites—like Bing News or G2 Crowd profiles—within your Pipeliner CRM record—no more switching tabs or copying and pasting URLs.

Why Pipeliner CRM’s Customization Is a Game-Changer

Pipeliner CRM’s Fields and Forms isn’t just about adding fields—it’s about building an intelligent, dynamic system.

• Dynamic Forms for Different Needs: Create multiple forms for the same entity. For example, you can have a “Prospects” form with minimal required fields and a detailed “Customers” form with mandatory data points, ensuring you capture the correct information at every stage of the customer lifecycle.
• Intuitive Administration: Easily customize form layouts, manage field permissions, and control who sees what with our userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.-friendly Admin Module. Organize fields in sections, columns, or groups to make your forms clean and easy to use.
• Foundation for Automation: The data you capture is the foundation for everything else. Use your custom fields in Reports, Filters, and Automatizer to build powerful workflows, generate targeted insights, and automate business processes.

Your CRM should adapt to you, not the other way around. With Pipeliner CRM, you can build a system that reflects the actual structure of your business, giving your team the power to focus on what matters most: selling.