Track what matters to your business.
Add Airtable-style custom fields to clients and contacts — text, numbers, dates, single- and multi-select. Filter and plan by them, and map them straight from an import.
What Custom Fields gives you
Many field types
Text, number, date, single- and multi-select to model your reality.
Filter & segment
Slice the book by your own attributes when planning.
Import-mapped
Map spreadsheet columns to custom fields during import.
Clients & contacts
Define fields where they belong across the data model.
Up and running in three steps
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1
Define fields
Create the fields your team needs.
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2
Fill or import
Enter values or map them from an upload.
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3
Plan by them
Filter and build tours on your own data.
Custom Fields, answered
Definitions are org-wide for consistency; every client and contact carries values for the relevant fields.
Yes — the import column mapper targets custom fields directly.
Related features
One plan unlocks every feature
Every plan is billed yearly. Start with a 14-day free trial — no credit card required.
Solo
For the independent field rep planning their own week.
per user · billed yearly
Start free- Cadence engine — auto visit selection
- Multi-day route optimization
- One-tap "Plan my week"
- Colour-coded client map & CRM
- Calendar, iCal sync & tour digests
- Offline-first field app (PWA)
- CSV / XLSX import with geocoding
- 14-day free trial · no credit card
Team
For sales teams with managers, territories and rollups.
€9.99 per extra user · billed yearly
Start free- Everything in Solo, for every rep
- Sales teams & manager rollups
- Territories + territory optimization
- Team calendar & live GPS (consent-gated)
- Arrival notifications & email rules
- Reassign a rep's book / coverage
- Custom roles (lite) & visibility controls
- Transparent per-seat — scales as you grow
Custom
For enterprises that need their own integrations and controls.
tailored to your organisation
Talk to sales- Everything in Team, at scale
- Custom integrations & private API limits
- SSO (SAML/OIDC) & SCIM provisioning
- Full custom-role matrix
- Audit-log export & data residency (EU)
- Dedicated success manager & SLA
- Onboarding, data migration & training
- Custom DPA / Auftragsverarbeitung
Prices shown are per month, billed annually, in EUR (excl. VAT). Need something custom? Talk to our team →
Ready to plan smarter?
Explore Custom Fields and the rest of SalesFleet in a live, read-only enterprise workspace.