• Customize Your CRM To Your Business

    Use our "out-of-the-box" settings or customize VipeCloud to your needs

  • Create Custom Views for all CRM Items

    Custom Views

    Create custom views to best understand the state of your business. Each custom view is also filterable while viewing contacts, opportunities, companies, and tasks.

    CRM Custom Fields

    Custom Fields

    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.

    Custom Task Types

    Task Types

    If you want to filter your tasks by type in a custom view, setup any task type you would like.

    Custom Opportunity Stages

    Opportunity Stages

    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.

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