8 field types, auto-filters, every tier — from $149/year.
Custom Fields That Filter Themselves
Auto Form CRM ships 8 custom field types — Text, Textarea, Number, Date, Dropdown, Checkbox, URL, and Email — for your contact records. Every field you create automatically generates a matching filter on the Contacts page, with the filter type matching the field type. No SQL. No admin permissions. No upgrade required.
- 8 field types
- Auto-generated filters
- Workflow-ready
- CSV import/export
- REST API
- Every field, every tier
Custom Fields
New FieldIndustry
industryContract End Date
contract_end_dateLicense Tier
license_tierVIP Customer
vip_customerEvery CRM Treats Custom Fields Like a Premium Feature
Custom fields are the thing every team needs and nobody shops for. Six months into running a CRM, you realize you need to track something specific — a referral source, a contract end date, a license type, a custom segment, an account manager assignment. The CRM you bought either makes this easy or makes it expensive.
HubSpot caps the number of custom properties by pricing tier. The free CRM allows a limited set. Starter expands it. Professional and Enterprise expand it further — and that's where the actually-useful field types live. By the time you outgrow the free limits, you're paying $90 per user per month for the privilege of tracking your own data.
Pipedrive follows the same pattern. Salesforce gives you unlimited custom fields and the admin permissions to manage them — assuming you've hired a Salesforce admin. And almost none of them solve the workflow problem: define a "Contract End Date" field and you still have to build the filter UI separately, wire it into search, configure automation, and figure out exports. The custom field becomes a custom project.
Auto Form CRM gives you 8 field types, automatic filter generation, native workflow integration, REST API access, and CSV import/export — all included at every pricing tier.
Define a field once. Use it everywhere.
Four Things You Won't Find in Other Custom Field Implementations
Zero-config, type-aware auto-filters
Define a custom field and the matching filter control appears automatically on the Contacts page, adapting to the field type. URL becomes a text filter. Dropdown becomes a value selector. Date becomes a date range. Number becomes a numeric range. No separate make-this-filterable step. No admin SQL. No developer.
8 field types covering 95% of real use cases
Text for short strings. Textarea for longer notes. Number for quantities. Date for deadlines. Dropdown for predefined options. Checkbox for yes/no flags. URL for links. Email for additional addresses. The eight types your business actually needs, with sensible defaults and per-type filtering behavior.
Workflow-ready from the moment you create them
Every custom field is immediately available in the Workflow Automation engine. The Custom Field Changed trigger fires automation when any field updates. The Update Field action sets values from inside any workflow. Watch for renewals approaching, license types changing, account reassignments — anything you track can drive automation.
Included at every tier
Personal at $149 a year includes the full custom field system. No Professional tier to unlock dropdowns. No Enterprise to enable API access. Every field type, every feature, every integration — included at every tier from $149 a year up.
Every Field Type Your Business Actually Needs
Eight types isn't twenty. It also isn't three. It's the sweet spot — enough variety to cover real use cases, few enough that your team doesn't need a training session to pick the right one.
Referral source, license number, custom ID
Billing notes, account preferences, internal notes
Seat counts, custom ratings, store credit
Contract end, renewal date, last contact
Account type, referral source, segment
VIP, subscriber, signed NDA
Website, LinkedIn, portfolio link
Billing email, support contact, secondary
Define a Field. Get a Filter. That's It.
Most WordPress CRMs treat custom fields and filtering as two separate problems. Auto Form CRM does it in one step — the filter control's type matches the field type, automatically.
Contacts · Filters
Saved: Enterprise renewalsBuilt-in
Custom field filters · auto-generated
Why it matters
Custom fields without filtering are just data points in a database. "Show me every contact whose license tier is Enterprise AND whose contract end date is in the next 30 days" is the segmentation that drives renewal campaigns. Most CRMs make you build that filter as a separate project. Auto Form CRM gives it to you the moment you create the fields.
Filter combinations
Custom field filters work alongside the built-in Contacts page filters — search, status, tags, visibility. Combine them to build precise segments, all in the same view, all working together.
Saved Filters
Build a filter combination once — custom fields included — and save it for reuse. Your "Enterprise renewals next quarter" segment becomes a one-click recall. The Saved Filters feature works with every filter on the page.
Drag, Search, Edit, Done
The Custom Fields page is the kind of UI you only notice when it's missing. Every card carries what you need to scan it quickly. Every action is one click away.
Field cards built for scanning
Each field shows the label in bold, the auto-derived slug in a monospace tag, an Optional or Required indicator, the type badge, and edit/delete icons. Dropdowns also show an options count.
Drag to reorder
Every field card has a drag handle. Drag any field up or down to change its order — which determines how fields appear on contact records and in the Contacts filter section.
Search the field library
A search box filters the field list by name. Type "contract" and every contract-related field surfaces immediately — useful once you’ve defined enough fields that scanning slows down.
Auto-derived slugs
A field labeled "Contract End Date" becomes contract_end_date automatically — the slug used in CSV headers, REST API endpoints, and workflow payloads. You don’t think about it, but it’s there when you integrate.
Required toggle
A checkbox on the Create Field modal marks a field required. Required fields must be filled when adding a contact; optional fields can be left blank. Toggle any time.
Edit and delete
The pencil icon opens a field for editing. The red trash icon deletes it. Standard, predictable, fast.
Every Custom Field Is Workflow-Ready
Custom fields aren't a dead-end data store. Every field is available in the Workflow Automation engine — as a trigger event, as a condition for if/else logic, and as an action target for automated updates.
Custom Field Changed
field: license_tier
if license_tier == "Enterprise"
The Custom Field Changed trigger
Fires whenever any custom field updates. When Contract End Date drops under 30 days, fire the renewal campaign. When License Tier flips Trial → Paid, trigger onboarding.
Custom fields as conditions
An If/Else node reads any custom field value and branches. If license_tier equals Enterprise, send the white-glove welcome — otherwise the standard one.
The Update Field action
Sets any standard or custom value from automation. Deal moves to Won → auto-set Customer Since to today. Opens 5 emails → set Engagement Tier to High.
CSV Import, CSV Export, REST API — Custom Fields Included
Your custom field data is yours. Auto Form CRM treats it that way at every layer.
CSV import with custom fields
The Import button accepts CSVs where columns map to standard fields AND custom fields. Use the field slug as the column header — contract_end_date, license_tier, industry — and values map automatically. Migrating from another CRM? Rename the headers to your slugs and import.
CSV export with custom fields
The Export button produces a CSV with every standard field AND every custom field value for the selected contacts. Filter down to your segment, export the result, open it in Excel, Sheets, or any analytics tool.
REST API access
Every custom field is exposed through the REST API at /wp-json/auto-form-crm/v1. Read values, write values, query contacts by custom field. Standard WordPress REST conventions — authentication, pagination, JSON responses.
Your server, your database
All custom field definitions, values, and history live in your own WordPress database on your own server. Nothing syncs to a cloud. Cancel anytime and your custom field data stays where it always was.
I Built This Because Every CRM Charged Me Extra to Track My Own Data
For years I tried different CRMs to track customer data for client projects. The pattern was always the same. The free tier let me track maybe ten custom fields. By the time I'd added contract end dates, license types, referral sources, billing notes, and account manager assignments, I was already at the limit. The next tier up doubled or tripled the limit but cost $50 a month per user.
Worse, the field type I needed most — a Dropdown with my own custom options — was gated behind a higher tier on more than one CRM I tried. I was paying for the Professional tier just to define dropdown options for my own contact data.
The biggest frustration was filtering. Define a custom field on a free tier, fine. Then try to filter your contacts by that field's value. Sometimes possible, sometimes not. Sometimes the filter UI only supported text matching even on dropdown fields, which is useless. Sometimes the filter just didn't exist and you had to export to CSV and filter in Excel.
So I built it the way it should have been from the start.
Eight field types, all included at the Personal tier. Auto-generated filters that match the field type — Dropdowns become value selectors, Dates become date range pickers, Numbers become range filters. Workflow integration on every field. CSV import and export with custom fields included by default. REST API access for every field.
Every customer gets the same custom field system. The freelancer paying $149 a year gets the same 8 field types, the same auto-filters, the same workflow integration, the same API access as any agency on a higher tier. Custom fields aren't a premium feature. They're a foundation feature, and they should be treated that way.
Ali
Founder of Auto Form CRM
How Auto Form CRM's Custom Fields Stack Up
| Auto Form CRM | HubSpot Free | HubSpot Pro | Pipedrive Ess. | Pipedrive Adv. | Salesforce | |
|---|---|---|---|---|---|---|
| Custom field count | No imposed limit | Limited | More | Limited | More | Unlimited |
| All field types at base tier | ||||||
| Auto-generated filters | Limited | Limited | Admin | |||
| Workflow integration | Native | Limited | Limited | Admin | ||
| REST API access | Included | Limited | Admin | |||
| CSV import/export | ||||||
| Pricing | $149/yr flat | Free | $90/user/mo | $14/user/mo | $34/user/mo | $25–300/user |
| Custom fields at every tier | Limited | Limited |
Auto Form CRM vs HubSpot
HubSpot has powerful custom property management at Professional and above. The free and Starter tiers limit property count and which types are available. Outgrow the free limits and you’re at $90 per user per month for Sales Hub Professional. Auto Form CRM gives you the same custom field power at $149 a year flat.
Auto Form CRM vs Pipedrive
Pipedrive follows the same tiered pattern. Essential custom fields are limited; the full system with advanced filtering lives at $34 to $99 per user per month. For a five-person team, that’s $2,040 to $5,940 a year. Auto Form CRM is $149 a year flat.
Auto Form CRM vs Salesforce & WP alternatives
Salesforce gives unlimited custom fields but requires a dedicated admin. FluentCRM, Groundhogg, and others ship custom fields but differ on depth — type-aware auto-filters, native workflow integration on every field, REST API included, CSV column mapping. Auto Form CRM ships all of it at the Personal tier.
8 field types, auto-filters, workflows, and the API — for $149 a year.
Built for Operators Who Need to Track More Than the Defaults
Service businesses tracking contract data
Lawyers, accountants, consultants, agencies. Track contract end dates, retainer amounts, billing cycles, account manager assignments, project status. Standard fields don’t cover it. Custom fields with workflow integration do.
SaaS founders managing customer data
Track license tier, MRR, renewal date, account manager, churn risk score, NPS. Build workflows that watch renewal dates, flag at-risk accounts, route customers to the right success manager by tier.
Agencies managing client metadata
Each client has different attributes — project codes, budgets, billing contacts, CMS, hosting provider. Use the auto-filters to slice your client list by any combination.
WooCommerce stores with niche categories
Track product preferences, customer interests, shipping preferences, custom fit data, repeat-purchase categories. Filter by custom attributes for segmented campaigns and re-engagement.
Course creators and coaches
Track enrollment status, course progress, certification milestones, coaching tier, cohort assignments. A Course Completed checkbox toggles true and the certificate email fires automatically.
Operations teams running on custom data
Every ops team outgrows the default fields — custom IDs, statuses, tier classifications, workflow flags, escalation paths. The 8 types cover the data, the auto-filters cover the search, the workflows cover the automation.
The Questions Buyers Actually Ask
No imposed limit. The Custom Fields page handles as many fields as your business needs. Limited only by your database and server capacity, which for any standard WordPress install is far beyond what any team will realistically need.
Yes. Every custom field you create generates a matching filter control on the Contacts page automatically, with the filter type adapting to the field type. URL fields become text filters, Dropdowns become value selectors, Dates become date range pickers, Numbers become range filters, Checkboxes become boolean toggles. Zero setup required.
Yes. Every custom field is workflow-ready. The Custom Field Changed trigger fires when any field updates. If/Else nodes can read any custom field value as a condition. The Update Field action sets any custom field value from inside any workflow.
Yes. The Contacts page Import accepts CSV files with custom field columns mapped by slug. The Contacts page Export produces CSVs that include every custom field value alongside standard fields. Use this for data migrations between CRMs, backups, or feeding external analytics tools.
Yes. Every custom field is accessible through the Auto Form CRM REST API at /wp-json/auto-form-crm/v1. Read values, write values, query contacts by custom field. Standard WordPress REST conventions with authentication, pagination, and JSON responses.
Eight types: Text, Textarea, Number, Date, Dropdown, Checkbox, URL, and Email. Each type renders an appropriate input on the contact form, an appropriate filter on the Contacts page, and an appropriate condition operator in the workflow engine.
When you create a custom field with the Dropdown type, the configuration UI lets you define the list of available options. The Dropdown then renders as a selector on contact records (and as a value selector in the auto-generated filter on the Contacts page).
Yes. Every field card on the Custom Fields management page has a drag handle. Drag fields up or down to change their order. The order determines how they appear on contact records and in the Contacts page filter section.
Yes. The Create Field modal includes a Required field checkbox. Required fields must be filled in when adding a new contact. Optional fields can be left blank. Toggle on or off any time by editing the field.
Deleting a field removes it from contact records and the Contacts page filters. Best practice is to export your contacts as CSV first if you want to preserve the historical data before deletion.
Yes. Custom field filters work alongside the built-in Contacts page filters: search by name/email/phone, filter by status, filter by tags, filter by visibility, plus your custom field filters. Combine all of them to build precise segments. Save filter combinations using the Saved Filters feature for one-click recall.
Yes. Every custom field definition, every custom field value, every change history — stored in your own WordPress database on your own server. Nothing syncs to Auto Form CRM’s cloud. Cancel anytime and your data stays where it always was.
Custom Fields Connect to Everything
Custom fields are a foundation feature. Other modules depend on them, integrate with them, or extend them.
Contact Management
Every custom field attaches to the contact record alongside the standard fields. The auto-filter section on the Contacts page is the headline integration.
Learn more→Workflow Automation
The Custom Field Changed trigger and the Update Field action make every custom field workflow-ready from creation.
Learn more→Dashboard
The Custom Report widget works with custom field data. Build dashboard reports filtered or grouped by any custom field value.
Learn more→Tags
Combine custom fields with tags for layered segmentation. Dropdowns categorize, tags flag, both filter the contact list together.
Learn more→Deal Pipeline
Linked contacts surface their custom field values on deal records, giving sales reps context without leaving the deal.
Learn more→Email Campaigns
Segment email lists by custom field values. Send the renewal campaign to contacts where Contract End Date is within 30 days.
Learn more→Custom Lists
Build dynamic lists using custom field filters. The "Enterprise renewals next quarter" list updates automatically as contacts move in and out.
Learn more→Custom Values
Reusable dropdown option sets across multiple custom fields. Define your industry list once, use it on multiple dropdowns.
Learn more→Integrations
REST API and CSV import/export bring custom field data into external tools, analytics platforms, and data warehouses.
Learn more→Custom Fields That Treat Your Data Like It Matters
One plugin price. 8 field types. Auto-generated filters. Workflow integration. CSV import and export. REST API access. Every custom field feature included at every pricing tier.
Install in minutes. Cancel anytime — though your custom field data stays in your WordPress database where it always did.
Read the DocsBuilt by Amora Digital (KVK 99536811) in the Netherlands. Made for WordPress. Designed by an operator who got tired of paying enterprise prices to track his own customer data.