Custom Fields

A CRM shaped around your business, not the other way round.

Every business captures different data. An auto workshop needs licence plate numbers. An estate agent needs property size and location. A web agency needs project type and budget range. Custom fields let you record exactly the information that matters – directly on contacts, leads, and opportunities.

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When standard fields are not enough

Every industry tracks different data – EasyCRM adapts

Standard CRM fields cover name, company, phone, and email. But an auto workshop also needs the vehicle registration number and model year. An estate agent wants to see property type and preferred area on the contact card. A web agency notes the preferred technology stack or budget size. Your admin defines custom fields in settings – no coding, no IT ticket required. Fields appear on all records of the relevant type across the entire team the moment they are created.

Track licence plate and vehicle type for auto workshops
Record property address or floor area for estate agents
Store company registration number directly on the contact
Note project type or technology stack for agencies
Log preferred contact time or account manager name
Admin defines fields without writing a single line of code

Meno

Firma

Telefón

Admin definuje

ŠPZ vozidla

Typ projektu

IČO

Plans and field management

The number of custom fields grows with your plan

Custom fields are a feature for growing teams that want a CRM configured to their workflow. The Free plan does not include custom fields – it is designed for a quick start with default information. The Standard plan allows up to 10 custom fields, which is enough for most small businesses. The Pro plan has no limit – create as many fields as your industry demands. All fields are managed by the admin in the organisation settings. Once created, a field appears immediately on all records of that type across the whole team.

Free plan – no custom fields
Standard plan – up to 10 custom fields
Pro plan – unlimited custom fields
Admin creates and manages fields in settings
Fields appear instantly on all existing records
Field types include text, number, date, and dropdown list

Plán

Vlastné polia

Free

Standard

Pro

∞

Mobile app and filtering

Custom fields in the mobile app and filter lists

Custom fields are not just for the desktop. The EasyCRM mobile app shows custom fields directly on the customer card – a sales rep in the field can check the vehicle registration number before arriving at an auto workshop, or review a property address before a client meeting. You can also filter lists by custom field values, making it easy to find all customers with a specific project type or from a particular region.

Custom fields visible on the mobile customer card
Filter lists by custom field values
Field content always up to date – real-time sync
Quickly locate a record by a specific field value

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BA123CD

VW Golf 2019

Servis: 14.7.2025

What you gain

A CRM that reflects how your business actually works

Capture exactly the data your industry needs
Auto workshops track vehicle history right on the customer record
Estate agents have address, type, and asking price always at hand
Web agencies attach project type and estimated budget to every opportunity
Hotel sales teams store conference dates and room block requirements
Admins manage fields without a developer – setup takes minutes

Works with

Contacts and relationships Sales pipeline Pricing and plans

FAQ

Questions about custom fields

: Custom fields are created by the organisation admin in EasyCRM settings. Enter a field name, choose the type (text, number, date, or dropdown list), and select which record type the field applies to – contacts, leads, or opportunities. The field appears immediately on all records of that type.
: It depends on your plan. The Free plan does not support custom fields. The Standard plan allows up to 10 custom fields. The Pro plan has no limit and you can create as many fields as you need. Current limits are always visible in your organisation settings.
: Custom fields are visible directly on the record card in both the desktop application and the EasyCRM mobile app. The field appears on all existing and new records of the relevant type. You can also use custom fields to filter lists.
: Yes. The admin can rename or delete a field in organisation settings. Note: deleting a field permanently removes all values stored in that field across every record. We recommend exporting your data before deleting a field that contains important information.
: No. Custom fields are optional unless the admin configures them otherwise. Leaving a field empty does not affect the record. We recommend naming important fields clearly so the team knows what information belongs there.

Shape your CRM around the way your business actually works

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