CRM Custom Fields

Overview: 

Custom Fields & Metadata allow you to tailor the CRM to fit your specific business needs by adding and organizing additional data beyond standard fields. Custom fields capture unique information—such as preferences, IDs, or classifications—while metadata provides structured context that helps categorize, filter, and manage records more effectively. Together, they improve data organization, enable better segmentation, and support more personalized workflows and reporting.

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What Are Custom Fields and Metadata in Deposyt?

Custom fields and metadata allow you to store additional, business-specific information on contacts, deals, invoices, and more.

Instead of being limited to basic info (name, email, phone), you can track:

• Lead source
• Budget
• Service type
• Deal size
• Preferences
• Internal notes

This transforms your CRM from:

“Basic contact list”

into:

“Fully customized business database”

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Why Custom Fields Matter

Every business is different.

Without custom fields:

• You lose important details
• You can’t segment properly
• Automations are limited

With custom fields:

• You track exactly what matters
• You personalize communication
• You build smarter automations

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What You Can Store With Custom Fields

You can create fields for:

1. Sales Information

• Deal size
• Budget range
• Interest level
• Lead source

2. Service Details

• Service type
• Package selected
• Timeline

3. Customer Preferences

• Communication preference
• Availability
• Special requests

4. Internal Tracking

• Assigned rep
• Priority level
• Notes or flags

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Types of Custom Fields

Deposyt typically support multiple field types, such as:

• Text fields
• Dropdown selections
• Numbers
• Dates
• Boolean (yes/no)

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How to Create Custom Fields

1. Go to Settings → Custom Fields / Metadata
2. Click Create Field
3. Choose:
   • Field name
   • Field type
4. Assign where it applies:
   • Contacts
   • Deals
   • Other modules
5. Save

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How to Use Custom Fields

Once created, custom fields can be:

• Added to contact records
• Used in forms
• Used in automations
• Used for filtering and segmentation

Deposyt Advantage

Deposyt allows custom fields to connect with:

• Automations
• Pipelines
• Messaging
• Reporting

This means your data is not just stored—it’s actionable.

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High-Impact Strategies for Using Custom Fields

1. Track Lead Source

Know where your leads come from:

• Ads
• Referrals
• Organic

This helps you:

• Invest in what works
• Eliminate what doesn’t

2. Segment Your Contacts

Use fields to group contacts:

• High value
• Ready to buy
• Needs follow-up

3. Personalize Communication

Use custom data to send:

• Relevant messages
• Targeted offers
• Better follow-ups

4. Trigger Automations

Example:

• Budget > $5,000 → assign to senior rep
• Service type = coaching → trigger onboarding flow

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Pro Strategy: Build Smart Automations

Custom fields allow you to create:

• Conditional workflows
• Personalized messaging
• Dynamic follow-ups

This makes your CRM significantly more powerful.

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Advanced Strategy

Combine custom fields with:

• Tags
• Pipelines
• Behavior tracking

This creates a multi-layered system where you understand your customers deeply.

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Common Mistakes to Avoid

• Not using custom fields at all
• Creating too many unnecessary fields
• Not standardizing data
• Not using fields in automations
• Leaving fields incomplete

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Best Practices

• Keep fields simple and relevant
• Use dropdowns for consistency
• Train your team to fill them out
• Regularly review and update

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How This Impacts Your Business

Proper use of custom fields allows you to:

• Improve targeting
• Increase conversions
• Automate smarter
• Make better decisions

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Summary

Custom fields and metadata allow you to:

• Customize your CRM
• Store meaningful data
• Improve automation
• Scale efficiently

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Next Steps

To continue optimizing your CRM, explore:

• Pipelines Explained
• Tasks and Reminders
• Tags and Smart Filters
• Search and Global CRM Navigation

These features will help you fully leverage your data inside Deposyt.