CUSTOM FIELDS
Build the exact fields your sales team needs.
Coldfire ships with a configurable Custom Fields system across 6 entities — Lead, Contact, Opportunity, Appointment, Call Doc, Document. 13 field types, color-coded select options, agency-wide. The moment a rep hangs up, the AI extracts matching values from the conversation and auto-fills the fields.
- IndustryRequiredSingle selectEnergyLegalHealthcare
- Annual revenueCurrency€ ___ ·EUR
- Tech stackMulti selectSalesforceHubSpotOn-prem
- Decision-maker titleRequiredTextAa…
6 entities
Lead, Contact, Opportunity, Appointment, Call Doc, Document — every entity gets its own field set, configured agency-wide.
13 field types
Text, number, currency, date, single/multi-select with color-coding, email, phone, URL, user picker. Enough toolbox for any data model.
AI auto-fill
The moment a rep hangs up, the Call Documentator extracts matching values from the conversation and fills the custom fields — via per-field AI extraction hints.
Filterable everywhere
Custom fields become filter dimensions: in Custom Lists, in the Call History filter, in Dashboards. What you capture, you can analyze.
Ready to let workflows do the heavy lifting?
Set up your first calling campaign in minutes. Coldfire automates the rest — from follow-ups to pipeline updates.
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