Can I add custom fields to contacts and deals?

Yes. Both contacts and deals support unlimited custom fields. Add a property once and it shows up on every record. Use them in filters, segments, reports and automation triggers.

How many custom fields can I create?

Unlimited on every plan. Add as many as your workflow needs. Most businesses run between 5 and 20 custom fields per object. Start with what you actually use, add more later.

Do I need technical skills to add custom fields?

No. Click add field, name it, pick a type, save. Takes about 10 seconds per field. No code, no developer, no admin console nightmare. If you can fill out a form you can build custom fields.

Can I filter and report on custom fields?

Yes. Every custom field is a first-class citizen. Filter contacts by it, segment lists with it, group reports by it and trigger automations from it. Data you collect is data you can act on.

Are custom fields included on every plan?

Yes. Unlimited custom fields on contacts and deals are included on every plan including the free trial. No upgrade required, no field cap, no surprise paywall when you hit field number 11.

Custom Fields: Make the CRM Yours

Custom fields in Juicy Goosey CRM let you add data fields specific to your business. Track project type, service tier, contract value, property size, referral source or any data point that matters to your workflow. Every industry has information that standard Name/Email/Phone doesn't cover. Custom fields fill the gap without code.

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Why Custom Fields Matter

Every Business Is Different

Standard CRM fields cover the basics. Your business has specifics. Custom fields bridge the gap between generic software and your actual workflow. The CRM bends to your process instead of forcing you to bend to it.

Better Data, Better Decisions

Track the right data and you can filter it, segment it and report on it. You can't run a report on data you never collected. Custom fields turn loose facts into structured information you can actually use.

No Developer Needed

Add fields in seconds. Dropdown, text, number, date, checkbox. Name it, pick the type, save. No code, no tickets to IT, no waiting two weeks for a quote from a CRM consultant.

Field Types Available

📝

Text

Free-form text. Notes, descriptions, special instructions. "Access through the back gate. Dog is friendly." The catch-all for context that doesn't fit a structured field.

🔽

Dropdown

Pre-defined options. Service type, lead source, project status. Keeps data consistent and filterable. No more "google" vs "Google" vs "google.com" mess in your reports.

🔢

Number

Quantities, measurements, scores. Square footage, project hours, lead score. Sortable, filterable and ready to feed into reports without conversion.

📅

Date

Deadlines, milestones, contract dates. Filter by "contracts expiring this month" and never get blindsided by a renewal again.

☑

Checkbox

Yes/no toggles. "Has signed contract," "VIP client," "Requires follow-up." Simple flags that drive segments and automation triggers.

💵

Currency

Dollar amounts. Project value, lifetime value, monthly retainer. Formatted properly so reports add up cleanly without spreadsheet gymnastics.

Custom Fields By Industry

Business	Custom Fields They Actually Use
Plumber	Pipe type, access notes, warranty expiration
Photographer	Shoot type, location, package, album status
Lawyer	Case type, court date, opposing counsel, billing rate
Landscaper	Property size, irrigation type, seasonal schedule
Consultant	Retainer amount, billing cycle, project phase

Five businesses, zero overlap. The CRM works for any industry without naming every one because the fields adapt to the work. (CRM database guide)

How Custom Fields Power Other Features

Segmentation

Filter contacts by any custom field. "Show all clients with retainer over $2,000." "Find every lead from referral partners last quarter." Custom fields turn your contact list into a query tool. (Segmentation guide)

Reporting

Group revenue by service type. Compare conversion rates across lead sources. Custom fields become report dimensions, so you can answer the questions only your business asks. (Reporting)

Automation

Trigger workflows based on custom field values. "If project type equals rush, notify the manager." "If retainer renews next month, send a check-in email." Fields become rules. (Automation)

Pipeline

Add custom fields to deal cards for at-a-glance context. See contract value, project type and close date without opening a record. The pipeline becomes a dashboard. (Visual pipeline)

Add a Custom Field in 10 Seconds

1. Open settings. Click into the contact or deal you want to extend. Hit "Add Field." No admin console required.
2. Name it. Use plain language. "Property Size," "Renewal Date," "Lead Source." Whatever makes sense to you and your team.
3. Pick a type. Text, dropdown, number, date, checkbox or currency. Six options cover almost every business data point.
4. Save. The field appears on every record instantly. Existing contacts get the new field with an empty value. Fill them in as you go.
5. Use it. Filter on it, report on it, automate against it. The data you collect today becomes the decisions you make next month.

No formulas, no XML configs, no two-day training course. Custom fields the way they should be. (Time savings)

FAQ

Your Business. Your Data. Your CRM.

Unlimited custom fields. Six field types. Zero code. Try Juicy Goosey free.

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