Unlimited Custom Fields

Gather Custom Information

Use Custom Fields to Create Custom Forms

Why change your business process to accommodate the limits of your lead management application? At AIMcrm, we believe it’s our job to adapt to your business process, not vice-versa. That’s why there’s no limit to the fields you can create in our system.

The AIMcrm system has been engineered from the ground up with extensibility and customizability in mind. At some point during any sales process there is information you’ll require that no other business would ever need. To address this, we’ve created a system that treats every field as a custom field. You can choose from any of the standard HTML field types, plus quite a few AIMcrm proprietary field types.

Use Custom Fields - Store Client Data in Custom Forms

Create a custom form by choosing from the list of fields you create. For example, a form called ‘Contact Information’ may contain such fields as First Name, Last Name, Street, City, State, Zip Code, etc. Simply check the boxes of the fields you’d like to include in your form and click ‘Create Form.’

Javascript is then generated, which means this form can easily be placed onto your web page and available to visitors to your site. When that form is filled out by your visitors, the information you need appears in real time in the AIMcrm system.

You’ll save time and money by requesting precise information to help you close the sale. This can be a information regarding pre-qualification, demographics, or any other necessary fact to help streamline the sales process. The AIMcrm proprietary field types are used to help you save time by integrating the powerful marketing automation capabilities of AIMcrm.

Reporting Capability

By creating a field to hold information, it’s worth mentioning that report generation becomes possible. Should you require a report using the unique piece of information contained in your custom field, a report can be generated. If that report doesn’t exist yet, we’d be glad to talk your through how to create one of your own. Export of that data can be made and manipulated in many different file formats.

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