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CRM Software with Customizable Fields
Last updated: March 2025
Why are customizable fields important for CRM software users?
Based on GetApp's analysis of 434 verified reviews collected between July, 2021 and August, 2024
Customizable fields enhance data collection and organization, allowing businesses to tailor customer profiles, communication, and workflows according to specific needs. This flexibility supports accurate analysis and efficient CRM usage. Of the 434 reviewers who rated customizable fields, 89% rated this feature as important or highly important.
Key features of CRM software based on insights from 10831 verified reviews
- Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
- Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
- Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
- Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
- Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
- Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
613 software options
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The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.
Clio is a cloud-based legal practice management solution that lets you manage your law firm securely from anywhere
