Keeping track of customer information that really matters can be tricky when you run a small business. Custom fields in your CRM let you add and organize specific details about your customers that go beyond standard contact info. This helps you serve them better and keep your business running smoothly.

📌 Why This Matters

Standard contact details like name, phone number, and email don’t always cover what you need to know about your customers. Custom fields let you tailor your CRM to fit your unique needs—whether that’s tracking customer preferences, birthdays, or special notes. Having this information at your fingertips helps you provide personalized service and build stronger relationships.

✨ What’s New

• Custom Fields: Add tailored fields for contacts, companies, or deals so you can store exactly the details you need.
• Flexible Field Types: Choose from text boxes, dropdowns, checkboxes, or dates to capture info in the way that works best for your business.
• Easy Organization: Group custom fields logically so information stays neat and easy to find when you’re reaching out or making decisions.

🛠️ How to Use It

1. Step 1: Think about what extra info about your customers would help your business (e.g., favorite product, preferred contact time, or important dates).
2. Step 2: Create custom fields in your CRM with appropriate types to capture that information clearly.
3. Step 3: Start filling in these fields as you interact with customers or update their profiles.
4. Step 4: Use the information gathered to personalize your communication and services.

💡 Pro Tip

Using custom fields to track what matters most to your customers lets you connect in meaningful ways—turning relationships into repeat business and referrals.