Custom fields

Track the data that matters to your team

Add order numbers, plan tiers, or any structured data to cards: custom fields that make your inbox a lightweight CRM.

  • 200,000+ users
  • 4.7 on G2
  • No credit card

Your inbox, your data model.

Flexible data

Any field type

Text, number, date, dropdown, currency. Add the fields that match your workflow. Track deal value for sales, order numbers for ecommerce, contract dates for renewals. Each board can have its own field set.

edit_noteCustom Fields
PriorityHigh
Account value$48,000
Renewal dateMay 15, 2026
Account manager
Sarah ChenSarah Chen
Contract typeEnterprise
NotesVIP - handle with care

Organised

Filter and sort

Filter your board by any custom field. Show only cards with deal value above $10k, or sort by contract renewal date. Custom fields become first-class filters alongside tags, assignees, and status.

Sender / SubjectPriorityValueRenewal
Lisa Park
Lisa Park
Invoice query
High$48KMay 15
Tom Bradley
Tom Bradley
Partnership
Medium$120KJul 1
Daniel Okonkwo
Daniel Okonkwo
API request
Low$8KSep 30

Insights

Report on custom data

Custom fields feed into card reports. Track total deal value per board, average order size per agent, or resolution time by priority level. Turn Gmail into a reporting tool without leaving your inbox.

settingsCustom Fields
PrioritySelectHigh, Medium, Lowedit
Account valueNumberCurrencyedit
Renewal dateDateedit
addAdd custom field
auto_awesomeAI + Developers

Your shared inbox, accessible from any AI tool.

Connect your inbox to the AI tools your team already uses. Read, reply, assign, and resolve through MCP, API, or Drag Agent.

ClaudeChatGPTGeminiCursorCopilot
+Any MCP client

Lightweight CRM

A lightweight CRM, right inside Gmail.

Custom fields turn your shared inbox into a structured database.

Most teams don't need a full CRM. They need a few extra fields on their email cards: deal value, company name, priority, next action date. Custom fields give you exactly that, without the overhead of a separate tool.

Sales teams track deal value, stage, and next follow-up date. Sort by value to focus on the biggest opportunities. Filter by stage to see your pipeline at a glance.

Support teams add priority level, ticket category, and SLA tier. Filter to see all P1 tickets, or sort by SLA deadline to focus on what's most urgent.

Operations teams track order numbers, shipping dates, and process types. Each card becomes a structured record with all the data your team needs to act.

AI Platform

The inbox your team and your AI work in together

Shared inbox, boards, live chat, and WhatsApp with AI included, in Gmail and beyond, plus an MCP server your AI tools can drive.

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Gmail extension
Web app
Desktop
iOS + Android
API
MCP server: works with Claude, ChatGPT, Copilot, Cursor