Product
Blog Tailor Your CRM: The Power Of Bitrix24 CRM Custom Fields

Tailor Your CRM: The Power Of Bitrix24 CRM Custom Fields

Bitrix24 Team
1 min
927
Updated: August 21, 2024
Bitrix24 Team
Updated: August 21, 2024
Tailor Your CRM: The Power Of Bitrix24 CRM Custom Fields
Custom fields in Bitrix24 CRM offer businesses the flexibility to store additional customer information beyond standard fields, tailored to specific needs. For instance, companies that deliver items can create fields for delivery address, time, and order number. These custom fields are available across various CRM entities like leads, deals, contacts, companies, estimates, and invoices, allowing for comprehensive data management.

With different types of custom fields such as String, Integer, Date & Time, Money (and much more) businesses can capture diverse data types, enhancing their ability to track and analyze customer interactions. This customization ensures that all relevant information is easily accessible, improving operational efficiency and customer service. Additionally, custom fields in invoices and Smart Process Automation (SPA) enable businesses to include specific details like payment methods, further streamlining processes.

Overall, Bitrix24’s custom fields empower businesses to create a CRM system that precisely fits their unique requirements, leading to better data organization and decision-making.
Most Popular
Transforming Charity Operations: Addiction Family Support's Journey with Bitrix24
Bitrix24 Spring 2024 Live Webinars
Bitrix24's Seamless Drive Integration and Collaborative Editing Explained
Meet Bitrix24 CoPilot Pro
Bitrix24 Summer 2024 Live Webinars
You may also like
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
You may also like
Customize Your HR Experience With HR Bot In Bitrix24 e-Signature
Customize Your HR Experience With HR Bot In Bitrix24 e-Signature
1 min
Enhance Your Meetings with Bitrix24 Sync
Enhance Your Meetings with Bitrix24 Sync
1 min
Product Properties In Deals
Bitrix24 tips and updates
Product Properties In Deals
1 min