Your data shape, not someone else’s
Eight typed field types across six entity types. Filterable, importable, archivable. Add the columns your team actually needs without waiting on a release cycle — and remove them again when the experiment is over.
Pick a type, name the field, ship
Text + multiline text
For names, descriptions, anything free-form. Optional min/max length validation.
Number
Integer or decimal. Optional min/max bounds. Useful for headcount, ARR, contract length.
Boolean
Yes/no toggles. Great for flags like "uses competitor" or "renewal at risk".
Datetime
Date, time, or full datetime — pick the granularity per field. Anniversary tracking, deadline fields, custom dates.
Single-select & multi-select
Curated value lists. Useful for industry, region, source, or any closed vocabulary.
URL
Validated URL field. Links auto-render as clickable on detail pages.
The lifecycle, not just the schema
Six entity types
Companies, people, deals, tasks, briefings, summaries. Independent schemas per entity.
Filterable everywhere
Every list page lets you filter by custom field values. Build the slice of data you need.
Archive, do not delete
Archived fields keep their data for reporting. Restore at any time. Hard-delete optional.
Frequently asked
Eight: text, multiline text, URL, number, boolean, datetime (with optional date-only / time-only granularity), single-select, multi-select. Validation rules — required, min/max — are configurable per field.
Companies, people, deals, tasks, briefings, and summaries. Each entity has its own field set; the meeting layer can have different fields than the CRM layer.
Archive it. Archived fields keep their data — useful for reporting on historical state — but disappear from forms and filters. Hard-delete an archived field if you want to remove the data permanently.
Yes. CSV import maps to custom fields in the column mapping step. If a column does not match any field, it falls into the entity’s metadata bag — visible but not validated.
Soft limit of 50 active definitions per (workspace, entity type). Generous for most teams; if you need more, archive the ones you no longer use first.
Model your data the way you actually work
Join the CRM beta. Add five custom fields in five minutes. Iterate without an engineering ticket.