Not all businesses are built the same. A good CRM provider understands that sometimes you need specific information to track for the leads, people, and companies in your contact database. That’s where CRM custom fields come in. Custom fields are a handy feature that helps you personalize customer experience, automate workflows, and improve your reporting.
In this guide, we’ll go over the basics of how custom fields work in CRM and how to create the best custom fields for your business.
Plus, if you’re wondering what specific information you may need to capture in a custom field, we’ve compiled a list of common information needed in 10 different industries that you could swipe or use to brainstorm your own.
CRM custom fields, as the name suggests, are contact fields you create in your CRM to capture information that’s most important to your business. Custom fields differ from general preset fields (such as name, number, or email) in that they are unique to your company and because of that, you have to create or update them yourself.
CRMs like Nutshell let you create custom fields to suit your purposes, and if you have created multiple sales pipelines, you can create custom fields for each one, tailored to the specific goal of each.
Examples of general custom fields to use in your CRM
Eager to customize your contact fields, but not sure where to begin? Here are some ideas we think could help your business track what’s most important to you.
Some general custom fields (plus the format best suited for them) to use in your CRM, plus the type of field you may want to use for each:
Gender (Decision list): Do you run a healthcare business or any other where knowing the gender of your contact may come in handy? Create it in Nutshell!
Birthday (Date): Send personalized messages and gifts to your customers.
Fax number (Number): Fax is still widely used in industries such as legal, finance, and healthcare.
T-shirt size (Number): Important for sending branded merchandise.
Manager’s name (Text): Keep track of leadership and improve accountability.
Marital status (Decisionlist): Family status affects industries such as healthcare or insurance companies.
Dependants (Decision list, Text, Number): Understand if your contacts have people they need to support.
10 industries and their custom fields
Industry-specific custom fields, when used strategically, can dramatically improve your team’s productivity and CRM capabilities.
We’ve compiled a list of custom field ideas that might just be the right fit for you, depending on the industry in which you work. You can use these ideas as they are, or as a starting point to brainstorm your own custom fields.
Custom fields for the SaaS industry can offer more insight into your subscribers, their preferences and privileges.
Account type (Decision list): Know whether your contact has a Basic, Premium, or Enterprise account, letting you keep track of privileges and payments.
Contract expiration date (Date): Keeping this date allows you to scale up personalized offers and start renewal conversations as the day gets closer, allowing you to focus on customer retention.
Support plan level (Decision list): If you offer support services separately, keeping track of this field ensures your customer service team is giving appropriate support to your contacts.
Last product demo date (Date): Follow-up is key in sales, so keeping track of dates like these for your leads lets you keep your product top-of-mind and increase the chance of closing the sale.
2. eCommerce & retail
Selling physical products online requires your team to understand buyer history and preferences, such as these eCommerce industry custom fields below:
Favorite product categories (Decision list): Send timely offers and discounts tailored to your contact’s preferences.
Average order value (Currency): Know who the big spenders are to offer discounts, store cards, and other incentives.
Discount code used (Decision list): Keep track of customers who are engaged with your brand
Return frequency (Number): If a customer returns items often, there may be a need to reach out or possibly blacklist.
Employment status (Decision list): Find the best financial packages for your contact’s current situation
Yearly/Monthly income (Number): For the same purpose as the previous point
Credit limit (Number): Keep track of how customers are spending
Target retirement age (Number): Create a personalized plan or portfolio to meet your contact’s requirements
7. Marketing agency
Give your agency clients the best service possible by understanding agency-specific CRM data such as:
Social media profiles/handles (Text): Get a sense of your contacts’ online presence to best help them improve it
Preferred channels (Decision list): Facebook? Instagram? Tiktok? Let them know your packages and rates for the website of their choice
How they heard about your organization (Decision list): Attribution to help you follow up on referrals, partner programs, and marketing campaigns
8. Event planners
Using a CRM for event management can help you keep track of important industry-specific data like:
Anniversaries, significant dates, and birthdays (Date): Depending on the event you’re planning, keeping track of important dates is crucial.
Food preferences (Text): Catering is key in successful event management, so make sure your offers suit your contact’s palate
9. Recruitment
Make the most of your recruitment CRM with custom fields such as:
Employment status (Decision list): Are you headhunting a prospect for a competitor, or guiding them to a new career path?
Job type (Text, Decision list): Play matchmaker between companies and the talent they need
Degrees and certifications (Text): Find people and companies that meet educational requirements
Length of time at current job (Number): Adjust your approach for potential recruits based on their experience and seniority.
10. Non-profit
Manage non-profit data effectively when using a CRM for your charity, with custom fields that meet your goals:
Is contact a reference or an evangelist (Decision list): Understand how to keep in contact depending on whether they already support your cause or might be interested in doing so in the future
Membership expiry date (Date): Send reminders for membership renewal, whether done automatically or as an opt-in choice.
Last donation date (Date): Send personalized messages and reminders to past donors
How they heard about your organization (Decision list): Understand your best lead sources and adjust your marketing strategy accordingly
How to create industry-specific custom fields in your CRM
CRM built-in fields can help you achieve almost all of your data-capturing objectives. So in many cases, adding custom fields may not be necessary.
When you’re sure you need to add a custom field, it’s best to work backwards from your business goals and values. Follow this step-by-step tutorial to make the most of your CRM custom fields.
1. Clarify your business goals and objectives
It’s important to understand your long-term goals and quarterly or short-term objectives to know how custom fields can help you reach them. Ask yourself questions such as:
What does success look like for my company?
What are the measurable results that I have to track to understand if my business is moving in the right direction?
2. Understand how well your current sales process meets your objectives
Working from your goals, clarify your current sales process(es). How does your sales process meet your goals? If it doesn’t meet your goals, consider updating it. (Our handy sales process guide can help you create your ideal sales cycle.)
It’s best to map your sales process to your CRM, and include specific actions reps need to take at certain stages in the sales cycle.
3 Write down what information you need, that when known beforehand, makes the sales process go much smoother
Write or type down all the contact information you would need to make the sales process go much smoother. For example, you may not need certain info in the early stages of the sales cycle, but it might help you in later stages – in this case, it helps to capture this information as soon as possible.
Figure out if your CRM has the data field built in. If not, write it down as a potential custom field. Write down the label for this data, and the type of field it is (date, text, etc.)
4. Add the custom fields when editing your contact input settings
Customize your contact input options to add your custom field. Depending on your preference and how important these values are to your sales cycle, you can make the field mandatory or optional to fill in.
5. Update your inbound forms for custom field capture
If your custom field is filled via an inbound form, you can ensure leads fill this data in by marketing the field as ‘Required’.
If your custom field is not conventional, you may also want to add a message to your form so potential leads can understand why you need this specific information.
7. Set conditional actions (automation) for your custom field values
CRM custom fields are best paired with its automation capabilities. Certain custom field inputs, for example, can put your contact in a predetermined pipeline. Or conditions can best be suited for certain team members, so you can set them as the owner for specific custom field answers. The options for optimal CRM automation are endless.
Want to learn more about sales automation?
Watch our sales automation workshop for Nutshell users!
Customizing fields for People, Companies, and Leads in Nutshell CRM
With Nutshell Growth Plan you can add up to 25 custom fields for records in the following categories:
People: These records represent individuals in your contact database
Companies: These records represent companies with which you are in contact with. People in your database can be added to Companies.
Leads: A lead represents a business deal or opportunity to make a sale. Leads can be attached to Companies and/or People.
Additionally, you can add custom fields on a per-pipeline basis. Which means you can capture data that’s crucial to a specific sales process, without having to add that data to another pipeline, where it may not be necessary. This allows for an even more personalized experience for your leads and customers.
If you want to capture additional company information when creating the contact, custom fields can be created, and you have the option to make these fields mandatory or optional. Custom fields for Companies and People can be added with the following formats:
Text
Long text
Date
Currency
Decision (A multiple option picker that creates a dropdown list)
For Leads, your custom fields can be of the following types:
Best practices for using custom fields for your industry effectively
Now that you know how to create custom fields in your CRM and have some ideas for which ones will work for you, here are a few best practices when implementing them in your sales process:
Identify the most valuable data points for your industry: You can use our lists above as a starting point to brainstorm the values most important to your industry.
Use dropdowns and tags instead of open text wherever possible: This allows for consistency across your contact database and optimal segmentation.
Ensure team-wide adoption with proper training: Set aside time for your team to be trained on the policies involved with the new custom fields. Encourage feedback and questions they arise.
Limit unnecessary fields: Keep your CRM clean and avoid clutter. If two fields, for example, could be merged and nothing changes, it’s in your best interest to merge them.
Regularly review and update: Remove outdated or redundant fields as your sales process and goals evolve.
Combine your CRM features: Combine your custom fields with automation to make the best use of your CRM’s capabilities.
Create customized fields with Nutshell
CRM custom fields are a boon for businesses with unique goals and needs. We hope this guide helped you to identify the best fields for your sales process and inspire you to make the most of your CRM to upgrade your sales approach and boost business growth.
