Customize Your CRM To Your Business
Use our "out-of-the-box" settings or customize VipeCloud to your needs
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.
Filter the rows viewed by any of your fields to best understand the state of your business. For example, deals updated within the last week or contacts with certain tags.
Display the data that makes the most sense for your business. Setup column views for yourself or to share with your team. Columns views work for all CRM items including contacts, companies, opportunities, and tasks.
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.