Flexible Custom Fields for Contacts, Companies, Quotes & Transactions in Zero BS CRM
Flexible Custom Fields
Every business is a little different. We've imbued Zero BS CRM with just enough flexibility to allow you to add what you need (Custom Fields, Sorts), without over-complicating things. It's easy to setup custom fields, in true no-nonsense ZBS style.
Zero BS CRM has you covered, by default accepting common fields such as Status & Address
It's easy to add custom fields, add as many as you want!
SORT & HIDE
All fields can be dragged into a new order, and many can be hidden from the crm editor screens
Custom Fields (almost) Everywhere
Businesses need a CRM primarily to manage contact relationships. But what about Quotes, transactions, or Companies? All of these objects matter in a CRM. To get a full at-a-glance view of a contact, you need all the data-points you can get.
Zero BS CRM lets you add custom fields for all these object types.
CRM Fields: Anatomy of a Custom Field
Each custom field in Zero BS CRM has a label, a key (a kind of slug for the field, usually matching the label), a type (e.g. select, text), and finally a 'default value' or placeholder. This is the Zero BS CRM custom field - a refined 'essence' of a field, nothing more, but perfectly useful and flexible as it is.
Custom Fields Editor
One central, easy to use Custom Fields editor. Just go to Zero BS CRM settings, then Custom Fields, then add/remove/modify any field you need to!
Add Unlimited Custom Fields
Edit/Remove Custom Fields any time
Choose from many field types (such as email, text, price etc.)
Flexible Custom Field Types
Custom fields are not just text inputs! Zero BS CRM has many types of custom fields, from text inputs to clever auto-numbering field types!
Field Sorts & Hidden Fields
As well as adding as many custom fields as you need, ZBS also lets you organise them in whatever order you want them to be displayed. This is as easy as dragging & dropping each field into order.
You can also hide some fields from the common editor pages!
Drag/Drop ordering of fields
Address, Contact, Quote etc. Fields
Go One Step Further
Setup your Zero BS CRM with as many custom fields as you need, then super-charge the rest of the CRM by getting our Extension bundles which'll let you do things like import into your custom-fields via CSV importer Pro or one of our Sync Extensions (PayPal, Stripe, WorldPay, etc.) The power of custom fields is just the start!