Make Your CRM Fit Your Business
The best CRM is not simply the one with the longest feature list. It is the one that matches how your team actually works. Relecca provides multiple customization layers to reflect your unique operating model.
Flexible Custom Fields
Extend core modules to capture business-specific indicators.
- Entities Supported: Companies, Contacts, Leads, Deals, Tasks, Events, and Time Tracking.
- Field Formats: Text, text area, numbers, dates, date ranges, checkboxes, single and multiple choice, and ratings.
- Record Pickers: Fields that reference users, companies or people, singly or several at once.
Custom Fields Across the Records You Use
The best CRM is not the one with the longest feature list; it is the one that matches how your team actually works. Custom fields can be added to the documented entities rather than only to customers.
- Customers, people and leads.
- Sales opportunities.
- Tasks, events and time tracking entries.
- Field types including text, numbers, dates, choices, checkboxes, ratings and record pickers.
Your Own Vocabulary, Not the Software's
Where a system's default words do not match how a business talks, adoption suffers in ways that are hard to diagnose. Categories, statuses and event types are all configurable, so the interface uses your language.
- Organization-specific categories for customers and people.
- Lifecycle statuses matching your commercial stages.
- Custom event types with their own names and colours.
- Renaming as the business changes, without rebuilding records.
Process-Level Configuration
Beyond individual fields, the shapes that matter are pipelines and dashboards — the structures a team reasons with every day.
- Custom pipelines for different products, services or business models.
- Stage sets that reflect your actual sales methodology.
- Task workflows with your own steps and phases.
- Personal dashboard layouts, plus organization settings kept in one place.
Knowing When to Stop
Configuration is easy to add and easy to accumulate, and a record form with forty inputs where six matter is its own kind of failure. The useful discipline is reviewing which fields are actually populated and retiring the rest.
- Add a field when you will filter, group or report on it.
- Keep narrative context in notes rather than in fields.
- Review field usage periodically and remove the dead ones.
- Fewer, well-populated fields make reports trustworthy.
Ready to configure Customization & Custom Fields?
Get started in minutes. Import your Excel spreadsheets or invite your team.
Compare plans and pricing, or read our CRM guides.
Define the steps a task moves through. Each step becomes a column on your task board.
Gather the customer's background and requirements.
Work on the task and log time against the customer or deal.
A colleague checks the work before it is handed over.
Task completed. Cards in this step count as finished on the board.