Custom Fields
Every business is unique—your CRM should be too. Create unlimited custom fields on contacts, companies, deals, and leads to capture exactly the data you need. Choose from text, numbers, dates, dropdowns, multi-select, checkboxes, formula fields, and more. Build the CRM that fits your business, not the other way around.
Why teams love Custom Fields
Everything you need to close more deals, faster. No fluff, just features that impact your bottom line.
Unlimited custom fields on any module
Multiple field types: text, number, date, dropdown, etc.
Formula fields for calculated values
Field validation rules to ensure data quality
Conditional visibility based on other field values
Field dependencies and cascading dropdowns
Required vs optional field settings
Field grouping and section organization
Searchable and filterable custom fields
Get started in 3 simple steps
Simple setup, powerful results. Be up and running in minutes.
Choose Field Type
Select from text, number, date, dropdown, multi-select, checkbox, formula, file upload, URL, and more. Each type has appropriate validation.
Configure Settings
Set field label, default value, validation rules, required/optional, and visibility conditions. Group fields into logical sections.
Use Everywhere
Custom fields appear in forms, detail views, lists, filters, and reports. Export them, search by them, and use in automation.
See the difference
Without Custom Fields
- Hours wasted on manual data entry
- Leads falling through the cracks
- No visibility into sales pipeline
- Missed follow-ups and revenue leaks
With SalesTub
- Automated workflows save 10+ hours/week
- Never miss a lead with smart alerts
- 360° visibility into every deal stage
- 3x more conversions with data-driven insights
Built for every sales scenario
Whether you're a startup looking for your first 100 customers or an enterprise scaling to millions, Custom Fields adapts to your workflow.
Industry-Specific Data
Real estate? Add property type and square footage. Manufacturing? Add product specs and certifications. Capture the unique data your industry requires.
Compliance Requirements
Add fields for regulatory data, consent tracking, or certification expiry dates. Ensure you capture everything auditors need.
Sales Process Customization
Track deal-specific information like competitor mentions, decision criteria, or internal champion details. Whatever helps you close deals.
Integration Data
Store external system IDs, sync statuses, or integration-specific metadata. Keep all related data in one place.
Save 10+ Hours/Week
Automate manual data entry and focus on what matters - selling.
Increase Win Rates
Data-driven insights help you identify and close more deals.
Enterprise Ready
Scalable infrastructure with enterprise-grade security that grows with your business.
Built for every role
From business owners to sales reps, everyone gets the tools they need.
Business Owners
See the big picture. Know exactly where your revenue is coming from and forecast with confidence.
Sales Managers
Monitor team performance, assign leads instantly, and ensure no opportunity slips through the cracks.
Sales Reps
Automate the boring stuff. Spend less time on data entry and more time talking to prospects.
Seamlessly connected
Works with the tools your team already uses.
Frequently asked questions
Ready to grow your business?
Start your 14-day free trial today. No credit card required.
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