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Pixie CRM
Discuss your CRM

Platform

Capture the detail that matters to your business.

Your team may need a service location, a renewal month or a customer reference that a standard form does not include. Pixie CRM custom fields provide a way to capture that context. The best additions make a real task easier without turning every record into a long questionnaire.

Discuss your requirements

Give each field a reason to exist

Start with the decision or action the information supports. Choose a clear label and the most suitable field type, then explain what a good answer looks like. Controlled options can make reporting more consistent, while free text is useful when the detail genuinely varies. Decide which fields are required at each stage rather than demanding information before a person can reasonably know it.

Keep the data model manageable

Assign an owner to review field definitions and remove unnecessary duplication. A sales team and a support team may use different words for the same information; resolve that before creating two fields. Consider imports, exports, templates and integrations when changing a field, because other workflows may depend on it. Sensitive information needs an appropriate purpose and access boundary. Test a new field with real examples and check how it appears in the reports people use.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can custom fields appear in reporting?

Report availability is part of the custom-field offering. Confirm which record types, filters and reports can use the proposed field before designing a process around it.

Should we make every useful field mandatory?

No. Required fields should match the stage and the task. Too many early requirements can encourage guessed answers; collect information when it becomes necessary and can be checked.

Continue exploring

Connect the next part of the work.

Clients & CRM

Core CRM

Bring contacts, account history, files and follow-up into one customer view with Pixie CRM. Keep ownership clear as relationships move between teams.

Explore Core CRMPlatform

CSV Import & Export

Plan CSV imports and exports in Pixie CRM. Map fields, validate sample records and control access to the information leaving the system.

Explore CSV Import & ExportInsights

Reports & BI

Review customer, sales, finance, project and support information in Pixie CRM. Build reports with clear definitions, useful filters and accountable follow-up.

Explore Reports & BI

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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