The Power of the Custom Fields Feature in Desimble CRM

Why the Custom Fields Feature Matters

Every business has unique data needs, and generic CRM templates can’t always capture the full picture. With Desimble’s Custom Fields feature, you can personalize your CRM to reflect your specific workflows, customer details, or operational metrics. This flexibility ensures your CRM works for you, not the other way around.

Highlights of the Custom Fields Feature

• Personalized Data Management: Capture the information most relevant to your business.
• Enhanced Insights: Use custom data in reports and dashboards to uncover actionable insights.
• Workflow Integration: Link Custom Fields to automations and triggers for seamless operations.
• Scalability: Add new fields as your business evolves or your needs expand.

The Power of Utilizing Custom Fields in Desimble CRM

1. Capture Specific Data: Record and track the details that matter most to your industry.
2. Tailor Your CRM: Create a database that feels made just for your business.
3. Optimize Workflows: Use Custom Fields as triggers or conditions in automated workflows.
4. Drive Data-Driven Decisions: Include Custom Fields in analytics to guide strategic planning.

Example Use Case

You’re a property manager keeping track of tenant information. With Custom Fields, you can:

• Add fields like “Lease Start Date,” “Monthly Rent,” and “Pet Policy.”
• Use Custom Fields to filter and segment tenants for communication purposes.
• Automate reminders for lease renewals or rent payment deadlines.
• Generate reports to analyze rental trends and property performance.

Why It’s a Game-Changer
Desimble’s Custom Fields feature gives you the freedom to mold your CRM around your business. By enabling unique data tracking, seamless integration, and tailored workflows, Custom Fields transform your CRM into a tool that works exactly the way you need it to.