Every Business is Unique
Add custom fields to capture the data that matters to your business
📋 Default Contact Fields
- • Name, email, phone
- • Company, title
- • Address, timezone
- • Standard for everyone
✨ Your Custom Contact Fields
- • Lead score
- • Industry vertical
- • Annual revenue
- • Renewal date
- • Contract value
- • Decision maker status
- • Anything you need
Multiple Field Types Supported
Text Fields
Single-line text input for short answers
Examples:
• Lead source detail
• Referral name
• Account manager
• Contract number
Number Fields
Numeric values with calculations
Examples:
• Lead score (1-100)
• Annual revenue
• Number of employees
• Contract value
Date Fields
Calendar date selection
Examples:
• Contract start date
• Renewal date
• Customer since
• Last contact date
Time Fields
Time selection (hours and minutes)
Examples:
• Preferred call time
• Business hours start
• Meeting time
Month Fields
Month and year selection
Examples:
• Contract end month
• Budget period
• Review cycle
DateTime Fields
Date and time combined
Examples:
• Last interaction
• Next follow-up
• Scheduled callback
Add Custom Fields Everywhere
Contacts
Extend contact records with your data
- • Industry classification
- • Lead scoring
- • Customer lifecycle stage
- • Preferred communication
Deals
Track deal-specific information
- • Deal source
- • Competition tracking
- • Decision timeline
- • Authority level
Clients
Customize client company records
- • Company size
- • Contract type
- • Service tier
- • Account health score
Projects
Add project-specific fields
- • Project complexity
- • Technology stack
- • Risk level
- • Client satisfaction
Team-Scoped Custom Fields
Custom fields are specific to your team—perfect for multi-tenant platforms
Your Fields, Your Data
Each team creates their own custom fields. Other teams can't see or access your custom field definitions or data.
- ✓Fields unique to your team
- ✓Data privacy maintained
- ✓No conflicts with other teams
- ✓Unlimited fields per team
Search & Filter by Custom Fields
Your custom fields are fully searchable and filterable
🔍 Search
Find contacts, deals, or projects by any custom field value
📊 Filter
Create filtered views based on custom field criteria
📈 Sort
Order lists by custom field values (numeric, date, text)
📤 Export
Custom fields included in CSV exports
Common Use Cases
Lead Scoring
Add numeric field to score leads, filter by score range
Contract Management
Track contract dates, renewal dates, contract values
Industry Tracking
Categorize contacts by industry vertical
Project Complexity
Rate project difficulty for resource planning
Customer Health
Track satisfaction scores, churn risk indicators
Source Attribution
Track where leads came from for ROI analysis
Customize Corcava to Match Your Business
Unlimited custom fields for contacts, deals, clients, and projects—included at no extra cost
Free 14-day trial →