Customize Your CRM
Add custom fields, rename columns, create custom views, and tailor the Nectar Desk CRM to match your exact data model and sales process.
Nectar Desk lets managers customize the built-in CRM with custom fields, renamed columns, custom contact views, and tailored deal pipeline stages — so the CRM matches your exact data model and workflow without forcing your team to adapt to a rigid off-the-shelf structure.
Custom Fields
Add any data field to contact, deal, or company records — text, number, date, dropdown, or checkbox.
Pipeline Stages
Define your own deal pipeline stages that match your actual sales or support process.
Custom Views
Create saved contact list views filtered by any combination of fields for different teams.
Field Mapping
Map Nectar Desk CRM fields to matching fields in HubSpot, Salesforce, or Pipedrive for clean syncing.