Capture business-specific information with custom fields.
Choose fields that capture the information your team actually uses.
Make room for the way you sell.
Shape your customer data with custom fields, objects and relationships instead of squeezing your process into a fixed record.
Talk to the team- Account
- Reyes Dental Group
- Renewal date
- 14 Jan 2027Custom field
- Service tier
- PremiumCustom field
- Site visits
- 3 linkedCustom object
CRM customization, in practice.
Define custom objects for records beyond standard CRM entities.
Model business-specific records without forcing them into a standard entity.
Connect records through configured relationships.
Represent how your business records relate to one another.
Bring your own process.
Discuss your records, team responsibilities and configuration needs with the Plumto team. We’ll help you evaluate the fit.
Questions about
CRM customization.
Can I add custom fields?
Yes. Custom fields capture the information specific to your business alongside standard CRM data.
Can I track records that are not leads or deals?
Yes. Custom objects let you define records beyond the standard CRM entities and connect them through relationships.
Let’s talk about
your sales process.
Show us how your team works. Explore where Plumto fits.