Custom Fields
Add fields to any entity type
What's included
Pipeline Configuration
Customize stages, colors, probabilities
Dashboard Customization
Personalize dashboard layouts
Theme Customization
Custom colors and branding
Field Visibility
Control which fields appear in views
Default Values
Set default values for new records
Workspace Settings
Configure workspace-wide preferences
More in System of Record
Your Database
Contacts, companies, and deals in one connected system, with the full history on each record.
Teams & High Security
Decide who sees what, down to a single company, contact, or deal.
Pipeline Management
Run every deal from the first List to a signed Account, on stages you define.
Automation
Let routine CRM work run itself, started by a record change, a schedule, or a webhook.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Contracts
Write, sign, and renew agreements on the same records as the deal and the client.
Integrations
Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.
Data Quality
Duplicate detection, merges, normalization, and import rollback.
Invoicing
Manage invoices and track payments directly within your CRM.
Further reading