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Blog Tailor Your CRM: The Power Of Bitrix24 CRM Custom Fields

Tailor Your CRM: The Power Of Bitrix24 CRM Custom Fields

Bitrix24 Team
1 min
994
Updated: August 21, 2024
Bitrix24 Team
Updated: August 21, 2024
Tailor Your CRM: The Power Of Bitrix24 CRM Custom Fields
Custom fields in Bitrix24 CRM offer businesses the flexibility to store additional customer information beyond standard fields, tailored to specific needs. For instance, companies that deliver items can create fields for delivery address, time, and order number. These custom fields are available across various CRM entities like leads, deals, contacts, companies, estimates, and invoices, allowing for comprehensive data management.

With different types of custom fields such as String, Integer, Date & Time, Money (and much more) businesses can capture diverse data types, enhancing their ability to track and analyze customer interactions. This customization ensures that all relevant information is easily accessible, improving operational efficiency and customer service. Additionally, custom fields in invoices and Smart Process Automation (SPA) enable businesses to include specific details like payment methods, further streamlining processes.

Overall, Bitrix24’s custom fields empower businesses to create a CRM system that precisely fits their unique requirements, leading to better data organization and decision-making.
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