Custom Fields, Tags and Filters | Base CRM

Customization, Filters and Tags

Tailor your CRM and easily access the right data with custom fields, tags and filters.

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Relevant Data At Your Disposal

With Base you're never left scrambling through different software to piece together your sales process. Base's robust customization tools like fields, filters and tags make it easy for you to find what you're looking for.

Custom Filters and Sorting
It's often necessary to pull batches of customers using variables other than "company" or "name." Base includes filtering and sorting functionality that allows you to define your search criteria and conduct searches that work for you. With Base, you can set custom filters and sort search returns alphabetically, by last added, last activity or date added.
Segment Customer Data
Filtering contacts makes it easier for sales teams to focus their efforts on a specific segment of customers. In Base, you can create custom fields for deals, contacts and leads to aid in your future searches. Tag contacts, deals, or leads with relevant terms and filter using your custom tag to see the data that you want. From there you can easily sort results based on the variables most applicable to your needs.
Save Time With Tags
Customize the information you need and make it relevant to your business with custom tags. With Base you can set custom tags for all of your leads, contacts, accounts and deals. Doing so ensures that the information you receive is exactly what you want, across the board. You shouldn't have to scroll through countless pages of data to see the information that you need. Base custom tags make sure that relevant data is always easy to find.
The Base Advantage
Custom fields makes Base CRM an ideal partner for your business. You have complete control over the data required in your contact and deal cards. This gives you and your team the ability to input, find and sort the information presented to you based on what is most relevant to your business process.

Base's customization tools give you a CRM experience that fits your needs.

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