Skip to main content
Every business sells differently. Octolane lets you customize your data model - fields, objects, and properties - so your CRM reflects how your team actually works.

​
Custom fields

Add custom fields to any object (deals, contacts, companies) to track the data that matters to you. Field types include text, number, date, dropdown, multi-select, currency, URL, email, phone, and checkbox. Go to Settings → Data Model to manage custom fields.

​
Custom objects

Beyond the standard objects (deals, contacts, companies), you can create custom objects for anything your workflow needs - products, projects, partnerships, or any other entity.

​
Properties and relationships

Define relationships between objects. For example, link a custom “Product” object to deals so you can track which products are associated with which opportunities.

​
AI-compatible fields

Custom fields work with Octolane’s AI features. You can create Custom AI Fields that automatically populate based on your conversations and data sources.