Personalize your CRM with the specific needs of your business using Custom Fields and Activities in Close.
Easily track and organize the most important details about prospects in your CRM.
Tracking touchpoints in other apps? Use Custom Activities to centralize it all in Close.
Add fields for role, department, and primary contact to enhance your communications.
Keep track of your leads' contact preferences.
Use custom fields to save quick links to your prospect’s social profiles.
Capture birthdays and important dates so you remember to send them a special something.
The possibilities are limitless.
Use Custom Fields on Opportunities for more organized account-based and multi-product sales. Whether you need to track third-party billing or invoicing data, product/service types, or multiple proposals, you can do it all in Close.
Get deeper reporting on your pipeline when you use custom fields to track contract information and even won or loss deal reasons.