Add custom fields that capture unique information your sales process needs. Avoid creating data chaos with too many fields.
Custom fields let you track what matters to your business industry, company size, tech stack, decision process. But too many custom fields create confusion. Reps don't know what to fill. Reporting breaks because data is inconsistent. This chapter shows you how to identify which custom fields actually drive decisions, structure them for consistency, make them easy for reps to use, and maintain data quality so reporting works.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
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Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.
Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.
Automate repetitive tasks and follow-up reminders. Let reps focus on selling instead of administrative busywork.
A poorly configured CRM becomes a graveyard of stale data and missed follow-ups. A properly set up CRM runs your sales process automatically, surfaces hot leads, and forecasts revenue accurately.
See playbookOrganise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.
Define pipeline progression steps to standardise how reps advance opportunities and give managers visibility into where deals stall or convert unexpectedly.
