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    Customization

    Custom Fields

    Create custom lead fields to match your sales process, data model, and reporting requirements.

    What's included

    Core capabilities delivered by Custom Fields inside HelloGrowthCRM.

    Adapt records to your actual sales workflow
    Capture data unique to your market or team
    Support better segmentation and automation rules
    Improve reporting quality with more relevant fields

    Why Custom Fields matters

    Create custom lead fields to match your sales process, data model, and reporting requirements. This capability is part of the Customization category — branding, field configuration, and tagging controls that help each team shape the crm around its own workflow and identity.

    Category

    Customization

    3 capabilities

    More in Customization

    Explore the other 2 capabilities in this category.

    White Labeling

    Custom branding per tenant so the CRM matches your organization’s identity and customer experience.

    Tags Management

    Create and manage lead tags for segmentation, routing, prioritization, and reporting.

    Explore all feature categories

    HelloGrowthCRM includes 73 capabilities across 14 categories.

    AI & Intelligence8
    Communication & Outreach9
    Lead Management11
    Analytics & Reporting5
    Documents & Contracts4
    Automation4
    Integrations2
    Productivity & Work Management5

    Ready to use Custom Fields?

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    ← Back to Customization · All feature categories · Pricing

    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.