Create unlimited custom fields to capture exactly the information your business needs. Text, dropdowns, dates, numbers, checkboxes — organize, filter, and export on your terms.
Six flexible field types cover any data you want to track. From simple text entries to multi-select dropdowns, build a CRM that fits the way you actually work.
Group your custom fields into categories so contact profiles stay clean and easy to scan. Separate buyer info from seller info, transaction details from personal notes.
Turn your custom fields into powerful filters. Build smart lists that auto-update based on any combination of standard and custom field values — then target those segments with drips, campaigns, and tasks.
Your custom fields map directly to CSV columns. Import data from any platform without losing information. Export filtered segments with all custom data intact.
| CSV Column | CloseDaily Field | |
|---|---|---|
| first_name | → | First Name |
| → | ||
| max_price | → | Max Budget (custom) |
| referral_src | → | Referral Source (custom) |
| pref_lender | → | Preferred Lender (custom) |
| bday | → | Birthday (custom) |
No. Create as many custom fields as you need — there is no cap. All field types (text, dropdown, date, number, checkbox, multi-select) are available on every plan, and you can organize them into unlimited categories.
Yes. Any custom field can be added to your website's lead capture forms and landing pages. When a lead fills out the form, their answers map directly to the custom field on their contact profile — no manual data entry required.
CloseDaily will warn you before changing a field type and attempt to convert existing data where possible (e.g., text to dropdown). If conversion isn't possible, your existing data is preserved in its original format so nothing is ever lost.
Start your free 7-day trial. Unlimited custom fields on every plan.