How to make the CRM fit your business instead of squeezing your business into generic fields.
If you keep adding important context to notes because there is nowhere structured to put it, custom fields are the right tool.
They are especially useful for lead source, project type, niche, renewal risk, contract stage, or delivery-specific attributes.
Start with only the fields that affect real decisions. A smaller set of useful structured data is better than dozens of empty fields that no one updates.
Use labels people will actually understand and keep the field types simple where possible.
Once fields are live, update the client drawer and your review workflow so those values stay current. Structured data is only valuable if it stays trusted.
Over time, these fields make exports, segmentation, and follow-up decisions much stronger.
Need the next step?
Keep moving through the help center or jump back into the product and apply the workflow directly.
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Keep workspace support conversations organized while sending owner alerts when a new message or signup needs attention.
Getting startedStandalone workspace quick start
Launch without connected billing. Set your business name, import clients, and start managing follow-ups fast.