Core Capability
Notes, Tags & Custom Fields
Capture context, categorize relationships, and customize your data structure to fit your needs.
What it does
Notes let you capture conversation details, meeting summaries, and important context. Tags help you categorize and filter. Custom fields let you track any data that matters to your workflow.
Together, they turn basic contact records into rich relationship profiles. Know exactly what was discussed, how to categorize someone, and what custom data points you need to track.
Contact: Sarah Johnson
VIP ClientReferral SourceTech Industry
Custom Fields
Company Size:50-100
Industry:SaaS
Annual Value:$12,000
Renewal:Mar 2025
Recent Notes
Jan 15 — Discussed Q1 goals, interested in new features
Dec 10 — Renewal call, happy with service
UI examples shown are illustrative only and may not reflect the exact appearance of the live application.
Your choice of complexity
Use it simply, or unlock advanced features. No pressure either way.
Keep it simple
How simple it can be
Free-form notes on contacts
Basic tags for categorization
Standard field set for essentials
Go advanced
How advanced it can be
Custom fields with validation
Date and text/number field types
Tags for client status and source tracking
Field-based automations
Who would use this
Anyone who needs to remember details
Consultants tracking project context
Sales teams with deal-specific data
Agencies with client preferences
Anyone customizing their CRM
Ready to try it?
Start for free and explore this capability in your own workspace.