Track what matters to your business. Build saved filters and act on them in bulk.
Text, number, date, select, multiselect, boolean, URL, email, phone — for contacts and companies.
Tag a field with a hint and FieldStone fills it in by reading the client's history.
Save filters like 'Leads with no activity in 30 days' and tag, assign, or message them in bulk.
Track the things that matter to your business — roof type, gate code, preferred crew, last service date. Custom fields show up on the contact page, on tables, and in filters.
Add a hint to any field — like "property type" or "preferred contact time" — and FieldStone reads notes, calls, and texts to fill it in. Review and accept with one click.
Every client, every interaction, every detail — organized in one place.
Reminders, follow-ups, and digests run on their own — so nothing slips and you stop chasing.
Ask in plain English. Copilot looks things up, drafts replies, and updates records — across your whole CRM.
See how FieldStone handles it in a live demo.
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