Custom Contact Fields
Track business-specific customer information.
Add fields that capture what's unique to your business, so your CRM reflects your actual workflow.
OmniSuite
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What is Custom Contact Fields?
The business problem it solves
Track business-specific customer information. Without it, the work that custom contact fields handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Tailored to your business
- Captures what matters
- Usable in automation
Three simple steps
Add the data points you track.
Capture on forms or manually.
Filter and trigger with them.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Custom Contact Fields reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Custom Contact Fields capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Custom Contact Fields to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.