The function of creating additional custom fields in our CRM allows you to customize the system to meet the individual needs of your business. You can add any fields to collect important information about customers, projects, or tasks, which helps you manage your data more efficiently.
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Create custom fields
A tool for adding custom fields to the profiles of leads, customers, or other entities in CRM. The administrator can create fields of various types: text, numeric, drop-down lists, dates, or checkboxes. Custom fields allow you to adapt CRM to the unique needs of your business, while maintaining specific information for each client.
Filtering and sorting by custom fields
A feature that allows you to use custom fields to search, sort, and filter data. For example, you can find all customers with a certain status, date of birth, or other specific parameter. This makes data analysis easier and speeds up work with large databases.
For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.
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"This CRM has truly transformed our workflow. We now manage leads and customer relationships much more effectively!"
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To run a successful modern business, it is very important to have a tool to automate all processes as much as possible, which will allow you to always “keep your finger on the pulse of the company,” improve the quality of the service provided, and free up additional time.
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