Custom Fields & Activities
Faster, smarter scaling with the customizable CRM.
Personalize your CRM with the specific needs of your business using Custom Fields and Activities in Close.
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Improve your outreach with unique Custom Fields & Activities.
Easily track and organize the most important details about prospects in your CRM.
Qualifying calls
Product demos
Marketing engagement
Form and survey completions
Event and webinar RSVPs
Chat messages
Invoices and billing
Job title or company type
Centralize your workflow
Tracking touchpoints in other apps? Use Custom Activities to sync it all to Close.
7 Custom Activities use cases to amplify your sales process.
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Personalize your sales process
Use Custom Fields to track lead communication preferences, save prospect social profiles, and more. Create unique fields for each of your departments and teams to level up your communications.
7 ways to improve sales and customer engagement using Custom Fields.
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Streamlined, insightful pipeline data
Use Custom Fields on Opportunities for more organized account-based and multi-product sales. Track third-party billing and invoicing data, product or service types, multiple proposals, and even won/lost deal reasons.
6 ways to use Custom Fields on Opportunities for cleaner pipeline reporting.
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