Custom fields to map data for your business needs

Build an accurate and detailed client database with user-defined fields.

Easily sort by your preferred criteria

Apply fields to all or some records

Simplify search to save time

In Accelo, you can customize many types of fields, including:

Currency

Date and time

Formulas

Hyperlinks

Numbers

Object lookups

Take a tour of the client portal

Precisely track the data that powers your business

Streamline administrative work

Reduce the time your team spends entering data — and support consistent data — with the custom configuration of a wide variety of fields.

Custom Fields

Custom Fields

Decide how custom fields function

Add custom field data to your exported reports or flag a field as important or sensitive to determine how it shows up across your account. Use custom fields as merge fields on quotes or invoices.

Conveniently populate all or specified objects

Choose to apply data to all objects, such as sales, projects, tickets or retainers, with Custom Profile Fields or only a certain type of object with Custom Fields. You only spend time adding your key data once.

Custom Fields

Marc Avila

CEO and Founder

$156,000

reduced overhead

8,000

hours saved

“Accelo has definitely paid for itself. Just the increase in fixing some of the pricing problems with our retainers — that alone pays for it. It's paid for itself many times over.”

Read the Success Story

Free up billable time and offer the visibility your clients want

Discover more about our robust sales capabilities

Turn curiosity into profits by streamlining how your team tracks and closes deals.

Access Permissions

Access Permissions

Select user types to choose who sees which business data.

Approvals and Signoffs

Approvals and Signoffs

Allow prospects and clients to accept quotes and change orders.

Assets

Assets

Store logins, devices and other data to speed up client support.

Billable Rates

Billable Rates

Invoice accurately with rates for clients, team members and work.

Billing

Billing

Invoice quickly and accurately with templates and auto-synced time.

Budgeting

Budgeting

Plan for costs and resources and stick to project and retainer scope.

CRM

CRM

Maintain a clean database integrated with client management functions.

Client Portal

Client Portal

Send quotes, share status updates and intake client requests.

Custom Fields

Custom Fields

Track vital details to win sales and build long-term relationships.

FAQs

What’s the advantage of having custom fields available in a CRM?

Where will I find custom fields in Accelo?

Can I filter information by custom field?

Can we try Accelo before signing up?

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Free Guide

Buyer’s Guide for Client Work Management Software

Essential Considerations and Insider Advice

Buyer’s Guide for Client Work Management Software

Free Guide

Buyer’s Guide for Client Work Management Software

Essential Considerations and Insider Advice

Buyer’s Guide for Client Work Management Software

Try Accelo for 7 days

Fast and easy setup

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Ultimate Guide to Improve Efficiency and Profitability

Ultimate Guide to Improve Efficiency and Profitability