Customize Your CRM To Your Business
Use our "out-of-the-box" settings or customize VipeCloud to your needs
Create custom views to best understand the state of your business. Each custom view is also filterable while viewing contacts, opportunities, companies, and tasks.
Add custom fields of nearly any kind to your contacts, companies, and opportunities. We understand each business has nuances, and you can incorporate your requirements into you records with just a few clicks.
If you want to filter your tasks by type in a custom view, setup any task type you would like.
We'll start you off with a set of opportunity stages and associated percentages, and you're welcome to customize them to your own funnel.