Custom Fields — Build the CRM Data Model Your Business Actually Needs
Every business tracks different data. HelloGrowthCRM custom fields let you add any field type to any CRM object — contacts, companies, deals, and activities — so your CRM captures exactly what matters to your sales process.
SOC 2 Type II Built for US Companies No-code field builder 15+ field types All CRM objects
How It Works
Get started in three simple steps
1
Choose an Object
Add custom fields to contacts, companies, deals, activities, or products. Each object has its own field configuration.
2
Pick a Field Type
Select from text, number, currency, date/time, checkbox, dropdown, multi-select, URL, email, phone, rating, or file attachment.
3
Configure & Deploy
Set field label, help text, required/optional, visibility by role, and display order. Fields appear immediately on record pages and forms.
Key Features
Text, textarea, number, currency field types
Date, datetime, and time field types
Single-select dropdown with custom options
Multi-select with searchable tag UI
Checkbox (boolean) fields
URL, email, and phone field types
File and image attachment fields
Star rating (1-5) fields
Formula fields (calculated from other fields)
Lookup fields (reference another CRM record)
Required field enforcement on stage advance
Role-based field visibility
Field display order drag-and-drop
Section grouping with headers
Custom fields in Smart List filters
Custom fields in reports and exports
Use Cases
Industry-specific data capture
Real estate team adds Property Type, Configuration, and Budget Range to contacts. Recruitment adds Notice Period and Current CTC.
What teams care about
- Fast adoption with less manual cleanup for managers and reps.
- Clear visibility into workflow execution, outcomes, and accountability.
- Reliable handoffs into the CRM record so downstream teams keep full context.
Buyer playbook
Compare, launch, and govern the workflow with an interactive overview instead of four long generic essays.
How teams evaluate custom fields
The best pages help buyers understand fit quickly instead of forcing them through long walls of copy.
Check whether the product covers the capabilities you actually care about, such as Text, textarea, number, currency field types, Date, datetime, and time field types, Single-select dropdown with custom options, Multi-select with searchable tag UI.
Test if it supports real execution scenarios like Industry-specific data capture, Stage gate enforcement, Custom scoring inputs.
Confirm the workflow stays connected to the rest of your sales stack so reporting and handoffs remain reliable.