Contact and deal fields
Text, number, date, single and multiple choice, yes/no and links to other contacts.
In developmentPart of inChat early access
Custom fieldsRecord the details your business runs on.
A language school needs start dates and levels. A remodeler needs project type and square footage. Custom fields on contacts and deals capture exactly what you sell on, right beside the conversation where customers mention it.
The job it does
Generic CRMs ask for the wrong things.
Out-of-the-box CRM fields are built for someone else’s sales process. So teams keep the details that matter in notes, or not at all, and you can’t filter or report on any of it.
Without it
- Important details buried in free-text notes
- No way to filter leads by project type or start date
- Every rep records things differently
- Reports can’t answer the questions you actually have
With inChat
- Fields that match your services and pipeline
- Filled in beside the conversation, as details come up
- Required fields at the stages where they matter
- Filter, assign and report by any field
Capabilities
What custom fields includes.
Shown where you work
Choose which fields appear in the conversation panel so the important ones are always one click away.
Stage requirements
Require a field before a deal can move to a stage, so qualified really means qualified.
Use them everywhere
Filter inbox views, route conversations and break down reports by your own fields.
Capture
Fill fields from the conversation, with a person in charge.
When a customer writes “around 200 square feet, hoping to start in May”, that’s two fields. You can fill them by hand in a second, or let the AI assistant, which is in development, suggest the values for you to accept or correct.
- Edit fields without leaving the thread
- Suggested values always wait for approval
- Change history on every field
- Formats checked for dates and numbers
How it works
Getting started, step by step.
List what you ask every customer
The questions your best salesperson always asks are your first custom fields.
Keep it short
Five to eight fields per deal is usually enough. Every extra field is one more thing to skip.
Require only what matters
Make a field required at the stage where you truly need it, not earlier.
Especially useful for
Custom fields FAQ
Questions about custom fields.
What it does, how it’s designed, and what’s still being decided.
Ask us something elseLimits haven’t been set. They’ll be listed with plans when pricing is published.
The AI assistant is designed to suggest values from the conversation. A person accepts or edits each suggestion; nothing is saved without approval. AI assistance is in development.
They’re in development as part of the launch scope. inChat is in early access.
Related
Related features and reading
- ProductSales pipeline
- ProductAI assistant
- GlossaryCustom fields
- TemplateLead qualification questions
- ArticlePipeline stages for service businesses
- ProductContact managementPeople and companies, matched by number and kept free of duplicates.
- ProductCustomer historyOne timeline of messages, notes and deals across every channel.
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team