Custom Records: Track What Your Business Does

Contacts and deals are the backbone of any CRM, but they are rarely the whole story. A grooming salon tracks dogs. A photographer tracks shoots and galleries. A clinic tracks treatment plans. A conveyancer tracks matters. When your CRM cannot hold those things, they end up in spreadsheets, and the value of a single system leaks away.

Records shaped for your work

Custom records let you define the things your business deals with and the fields that matter for each. A Dog record might carry breed, coat, temperament, and medical notes. A Vehicle record might carry make, model, and VIN. A Matter might carry the property, the parties, and key dates. Each record links to the person or business it belongs to, so nothing floats in isolation.

Composed, not coded

With CRMandGo, these record types come out of describing your business. The AI proposes the records it thinks you track and the fields to capture, and you adjust from there. You do not need a developer, and you do not have to design a database. You describe, review, and go.

Everything in one place

Because your specific records sit alongside your contacts, pipeline, documents, and communications, your team stops hopping between tools. The whole picture of a customer, including the things unique to your trade, lives in one workspace.