Data that adapts to you,
not the other way around.

Design, capture, and use every detail that matters—unlimited fields, AI suggestions, 11+ types, field-level security. No compromises.

Capture anything. Validate everything. Control who sees what.

The capabilities that make your CRM as unique as your business.

No more "we can't track that"—track everything

Unlimited fields per entity and per group. No performance trade-offs. Scale without restrictions.

No limits on number of fields
Unlimited fields per entity
Unlimited field groups
No performance trade-offs
Scale without restrictions
Enterprise-grade performance

Let AI recommend the right fields so setup takes minutes

AI suggests field types and validation rules from your data. Pattern-based suggestions and auto-population.

AI-powered field suggestions
Smart field type recommendations
Auto-population from sources
Field relationship identification
Pattern-based suggestions
Learning from your data

Capture anything: text, numbers, dates, files, dropdowns, and more

11+ field types—text, number, email, phone, URL, date, boolean, select, multiselect, currency, file, JSON. No workarounds.

Text fields
Number fields
Date fields
Currency fields
File upload fields
Multi-select fields and many more...

Clean data before it enters your CRM—automatically

Required fields, format and range validation, conditional rules. Custom error messaging. Bad data never gets in.

Required field validation
Format validation
Range validation
Conditional validation
Custom validation rules
Error messaging

Organize fields your way—so your team finds what they need

Logical groups, collapsible sections, custom ordering. Group-based permissions. Better UX, less clutter.

Create field groups
Organize fields logically
Group-based permissions
Collapsible groups
Custom group ordering
Better UX

Sensitive data visible only to the people who should see it

Field-level visibility and editability per role. Show or hide fields by role. Granular access control, enterprise-grade.

Field-level visibility control
Field-level editability control
Role-based field access
Granular permissions
Hide sensitive fields
Custom field permissions
app.adoptiv.ai / features/custom-fields

How teams use custom fields to win

See how different teams tailor their CRM for maximum impact.

Sales Teams

Track unique deal attributes, competitor intelligence, and custom pipeline stages. Sharper pitches and better forecasting.

Marketing

Capture hyper-specific lead preferences and segment audiences with precision. Custom UTM and campaign fields.

Customer Support

Log technical details, customer-specific configurations, and ticket metadata. Faster resolution and happier customers.

Operations & Real Estate

Manage property-specific fields, square footage, amenities, listing statuses. One CRM for your entire workflow.

Imagine a CRM that evolves with your business

Stop adapting to your software. Let your software adapt to you.

01

Every data point you need—no more "we can't track that"

  • Unlimited custom fields. Track anything your business needs.
  • No restrictions, no workarounds—just your data, your way.
02

Let AI suggest the right fields so you never guess

  • AI recommends fields from your data patterns.
  • Setup in minutes, not days—no manual trial and error.
03

Sensitive data visible only to the right people

  • Field-level RBAC. Control who sees and edits what.
  • Show or hide fields per role—granular, enterprise-grade.
04

Clean data before it hits your database—automatically

  • Validation rules catch errors at the door.
  • No more bad data, ever—required fields, formats, ranges.
Custom Fields

Is your CRM forcing you to compromise vital customer data?

Many businesses struggle with off-the-shelf CRMs that can't handle their unique data points. That leads to siloed information, manual workarounds, missed insights, and a diluted understanding of your customers. Your business processes are unique — your data capture shouldn't be generic.

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CRM Connect – AI-powered fields and call dashboard

Where your data fields are as unique as your business model

Adoptiv's AI-native Unlimited Custom Fields let you define exactly what data you need, how it's collected, and how it behaves.

Explore Custom Fields

From simple text fields to complex validation and conditional logic

Build a CRM that understands your world — not just a standard template.

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Build your perfect data model in minutes, not months

Our intuitive builder makes creating and managing custom fields straightforward — no coding required.

1

Create fields & choose types

Add as many fields as you need. Pick from 11+ types — text, number, date, select, file, and more. No coding required.

2

Add validation & conditional logic

Set required rules, format validation, and show/hide fields based on other values. AI can suggest rules from your data.

3

Deploy across your CRM

Fields appear on contacts, accounts, deals, and more. Field-level RBAC keeps sensitive data visible only to the right roles.

FAQ

Everything you need to know about Adoptiv

Quick answers to what sales teams ask most before getting started with Adoptiv.

SOC 2 & ISO 27001
3× Faster Dialing
10,000+ Teams

Unlimited. Adoptiv does not cap the number of custom fields per entity or per field group. You can scale your data model without performance trade-offs or extra cost.

11+ types: text, number, email, phone, URL, date, boolean, select, multiselect, currency, file, and JSON. No workarounds — use the right type for each piece of data.

Yes. AI analyzes your data and usage to recommend field types, validation rules, and relationships. Setup takes minutes instead of hours, and suggestions improve over time.

Yes. Required fields, format and range validation, and conditional rules (show/hide or require based on other values). Custom error messaging keeps bad data out of your CRM.

Yes. Field-level visibility and editability per role. Hide sensitive or internal-only fields from certain roles while keeping them visible to others. Enterprise-grade RBAC.

Yes. Create field groups, reorder them, and make groups collapsible. Group-based permissions are supported so your team sees a clean, relevant set of fields.

Ready to capture every insight and supercharge your CRM?

Stop letting rigid software dictate your data. Adoptiv lets you build a CRM that truly works for you — unlimited custom fields, AI-powered suggestions, no limits.

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Adoptiv custom fields dashboard