Build a CRM That Works the Way You Sell
Every business tracks different customer and deal information. Create custom fields for contacts, companies, and opportunities so your team can find the right data faster, qualify leads more effectively, and close more deals.
Capture the Data Your Team Needs to Close More Deals
Go beyond standard CRM fields. Collect the customer and opportunity data your team needs to qualify leads faster, personalize follow-ups, and make better sales decisions.
Flexible Text Fields
Capture discovery notes, customer needs, buying signals, and any other context your sales team needs to move opportunities forward.
Standardized Dropdowns
Organize lead source, industry, budget, priority, and other sales data with predefined options. Reduce errors and build more reliable reports.
Required Sales Fields
Make sure critical information is completed before an opportunity advances. Keep every record accurate, complete, and ready for the next action.
Shape Your Sales Data Around the Way You Work
Go beyond creating custom fields. Control where customer and deal data appears, how it is organized, and who can access it—so your team can work faster and move opportunities forward with the right context.
Create tailored fields for contacts, companies, leads, and deals. Give your team the right information for every stage of the sales process.
Ready to Turn Better Sales Data Into More Closed Deals?
Customize Cocopipe around your sales process, give your team the context they need, and move every opportunity forward with greater clarity.