UNLIMITED CUSTOM FIELDS

Flexible Custom Fields for Contacts, Companies, Quotes & Transactions in Zero BS CRM

Custom Fields

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.

BASE FIELDS

Zero BS CRM has you covered, by default accepting common fields such as Status & Address

CUSTOM FIELDS

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.

Custom Fields editor in ZBS

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 for address details in the CRM

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.)
Custom Fields in Zero BS CRM
The WordPress CRM with the Most Custom Field Types

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!

Text, Textarea
Date
Select
Telephone
Email
Price
Numeric, Decimal
Email
Radio Buttons
Checkboxes
Autonumber

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
Hide fields
Field Sorts in Zero BS CRM

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entrepreneur

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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