Customize CRM
From custom fields to personalized pipelines, make your CRM work the way you do
1. Create Custom Fields
Track exactly what matters by adding fields tailored to your leads, deals, or contacts.
- Add text, dropdowns, dates, checkboxes, or tags
- Use custom fields in filters, automations, and reports
- Example: "Lead Source," "Product Interest," "Account Tier"
2. Build Your Sales Pipelines
Design unique workflows for sales, support, or onboarding teams.
- Add or rename pipeline stages (e.g., "Qualified → Demo → Proposal")
- Set stage goals and probabilities
- Assign pipelines to specific teams or users
3. Personalize Views & Layouts
Make your dashboard easier to scan and more actionable.
- Add or rename pipeline stages (e.g., "Qualified → Demo → Proposal")
- Set stage goals and probabilities
- Assign pipelines to specific teams or users
4. Automate Repetitive Work
Trigger actions automatically based on lead behavior or pipeline stage.
- Send follow-up emails when deals move stages
- Assign tasks to team members automatically
- Update fields based on conditions
5. Integrate with Your Favorite Tools
Connect your CRM to the tools you already use every day.
- Sync with Google Calendar, Outlook, and Slack
- Connect to Zapier for 3000+ integrations
- Use our API for custom integrations