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Records & Customization

Add the fields you actually use.

Text, number, date, select, currency, or a person, added to any record in Spodus.

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Custom fields in practice.

  • Six field typesText, number, date, single or multi select, currency, and person. Enough to capture almost anything without a workaround.
  • On any recordAdd fields to contacts, deals, invoices, tickets, or a custom object you built yourself. Same fields, wherever you need them.
  • Filter, sort, reportEvery custom field is filterable and sortable, and it can drive a report or an automation the moment you create it.

One connected system

Your fields, live in every module.

A custom field is not locked to the CRM.

  • 01Set a plan-tier field on a contact, filter invoices by it in finance.
  • 02Add a priority field on a deal, sort your whole pipeline by it.
  • 03Capture a renewal date, trigger an automation when it lands.

The other feature in Records & Customization.

  • Custom objectsModel records unique to how you work.

Questions.

Not answered here? Ask on your own data, in a demo.

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  • Which plan includes custom fields?

    Custom fields and custom objects are in every plan. Each object takes up to 25 custom fields on Free, 100 on Starter and 500 on Growth. You choose which records each field appears on.

  • What field types can I add?

    Text, number, date, single and multi select, currency, and person. You choose which records each field appears on.

  • Can I filter and automate on a custom field?

    Yes. Every custom field works in filters, saved views, reports, and automation rules as soon as you add it.

Custom fields, on your own data.

Bring a spreadsheet or an export to a demo and see it there.

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New6$179k

Harbor Marine onboarding

Harbor Marine Supply

$24k
Oct 24, 20261d

Oakline advisory retainer

Oakline Advisory

$36k
Nov 6, 20262d
New deal
Discovery8$354k

Pinegrove logistics rollout

Pinegrove Logistics

$96k
Oct 16, 20261d

Hearthworks starter

Hearthworks

$8,400
Oct 9, 20264d

Junction POS

Junction Coffee

$31k
Oct 23, 20267d

Grant & Sons quote tool

Grant & Sons

$22k
Nov 4, 202620d

Ashby Insurance claims portal

Ashby Insurance

$64k
Nov 18, 20262d
New deal
Proposal9$560k

Veranda supply

Veranda Supply Co

$58k
Oct 2, 20261d
New deal
Negotiation9$649k

Northwind Trading Q3 expansion

Northwind Trading

$12k
Overdue 18dtoday

Summit enterprise

Summit Outfitters

$180k
Sep 30, 20261d

Ardmore patient portal

Ardmore Health

$54k
Oct 3, 20262d
New deal
Won7$353k

Lumen onboarding

Lumen Studios

$30k
Sep 12, 20267d

Coastline platform

Coastline Ferries

$140k
Sep 5, 202614d
New deal
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Product

  • CRM
  • Finance
  • HR
  • Support
  • Inbox
  • All products
  • Integrations
  • Pricing

Solutions

  • Agencies
  • MSPs and IT services
  • Recruiting
  • Consultants
  • Accounting firms
  • Startups
  • Small businesses
  • Professional services
  • B2B services
  • All solutions

Features

  • Tasks
  • Calendar
  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features

Compare

  • vs ClickUp
  • vs HubSpot
  • vs Asana
  • vs Zendesk
  • vs monday.com
  • vs Zoho One
  • All comparisons

Alternatives

  • HubSpot alternative
  • monday.com alternative
  • ClickUp alternative
  • Zendesk alternative
  • All alternatives

Migrate

  • From HubSpot
  • From monday.com
  • From ClickUp
  • From Pipedrive
  • From Asana
  • From Trello
  • All migration guides

Company

  • Help
  • Blog
  • Security
  • Status
  • Contact

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