Sign up for a live demo


Defining Complete CRM

User-defined data

Custom data at your disposal

We understand that each business is different. We let you customize GreenRope to meet your business needs. Setup as many custom user-defined fields as you want to help you obtain the data you need about your leads and customers to help you close more deals and retain more clients. Fill your CRM with important data, run reports on that data, and use the information to establish longer-lasting relationships.

In many ways, user-defined data fields are a catalyst behind the GreenRope platform, sparking automation and generating useful reports to your team based on data fields that your team defines. As a salesperson, these custom fields will become one of your greatest tools for gaining crucial data on your leads. Creating a custom field takes only a few moments to set up, and contains a few options for field types so you can customize your data exactly the way that makes sense for your sales process. You can set your data field so that:

  • One value can be entered
  • Multiple values can be entered
  • You can enter in whatever data you want about your lead with an open text field

As your company grows with GreenRope, these fields will become deeply embedded with your account, doing everything from triggering workflows to filtering out contacts for a drip campaign.

Custom CRM Data Fields

Filtering with custom fields

Not only are custom user fields important for triggering actions throughout GreenRope, but their foundation is for giving you advanced filtering of your contacts. Filtering your contacts based on a product in which they have shown interest, or perhaps based on their geographical location based on a zip code are all possibilities with data fields. With these filters in place, you could run reports and target certain leads in your funnels with emails created by your marketing department. Lead nurturing is crucial to converting, so filtering contacts to send the correct content at just the right time can be the difference of them converting into a client or not. Your team will enjoy the increase in conversions, while your clients finally receive your awesome products and services. Being as diverse with your data as possible will only help your team in the long run, and GreenRope’s platform is the perfect place to collect all of your data!

CRM Data Filtering