Fields are used to store structured information about Contacts, Companies, and Deals — for example job title, industry, or company size. In addition to the default fields already available on your Crono Contact, Company, and Deal cards, Crono allows you to create custom fields through the Fields Management section. This gives you full control over your data model, enabling you to add new fields tailored to your specific needs across Contacts, Companies, and Deals.
Custom fields can be configured with different data types — such as text, single select, multi-select, or numeric — ensuring consistent and flexible data collection.
If you are integrated with your CRM, when creating a field you can choose to link it in Crono to one of your CRM properties for that object — this is covered in more detail later in this article.
The Fields Management section, available under Settings → Fields Management, allows you to create and manage custom fields and tags for Contacts, Companies, and Deals.
Only Managers can create and edit fields and tags
All users can view and use them across the platform
To create a new property:
Click on Add field
Enter a name for your field
Select the field type:
Single Select: a field where users can choose only one option from a predefined list.
Example: Industry → SaaS / Finance / Healthcare
Multi Select: a field where users can choose multiple options from a predefined list.
Example: Regions → Europe / US / APAC
One Line Text: a single-line field for short text inputs.
Example: Job title
Multi Line Text: a field for longer free-text inputs.
Example: Notes about a contact
HTML / Rich Text: a text field that supports formatting such as bold, links, and lists.
Example: Sales pitch or structured notes
Number: a field that stores numeric values only.
Example: Deal value
Date: a field to store a date.
Example: Contract start date
Date & Time: a field that stores both date and time.
Example: Meeting scheduled time
Boolean: a yes/no field used for simple true or false values.
Example: Is active customer → Yes/No
For single select and multi select fields, you can enable the option "Use as tags".
Tags are custom fields of select or multi select type used to group and organize your Contacts and Companies in a flexible way.
They help you quickly label and segment records.
You can use tags to:
Filter your lists
Label and organize your Contacts, Companies, and Deals. The same tags can also be applied to the sequences and templates you create in Crono, ensuring consistent categorization across your workspace
Simple way to think about it:
Fields = information about the record
Tags = labels to organize and group records
This allows the field values to be used as tags within the platform.
After selecting the field type:
Add the values you want users to choose from (for select-type fields)
Optionally set a Default value: this value will be automatically assigned when a new contact, company, or deal is created
Enable Creation form to display the field when creating a new record
If enabled, the field will be displayed under Other Fields when adding a new contact in Crono.
You can mark a field as mandatory
Users will be required to fill it in before creating the record
In addition to standard fields, you can also create AI Fields to automatically generate information.
Assign a name to the field
Provide a prompt describing the information you want the AI to retrieve
The AI will use this prompt to automatically populate the field with relevant data.
To retrieve information using AI, the user must run an AI Field enrichment. Each enrichment consumes 1 AI credit.
You can create up to:
5 AI Contacts fields x user
5 AI Companies fields x user
Bonus in case of Salesforce integration:
5 AI Leads fields x user
Based on your subscription plan, you have the following limits:
Pro:
10 contact fields, of which up to 3 can be tags
10 Company fields, of which up to 3 can be tags
10 Deal fields, of which up to 3 can be tags
Ultra:
50 Contact fields, of which up to 3 can be tags
50 Company fields, of which up to 3 can be tags
50 Deal fields, of which up to 3 can be tags
Starter:
0 → can't create custom fields
You can sync your custom fields with your CRM by clicking on "Linked with CRM".
From this page, you can select the fields available in your CRM and link them to Crono fields. Once connected, CRM data becomes visible inside Crono as well.
The integration is bidirectional and fully automatic, meaning that data is continuously synced between the two systems:
Updates made in Crono are pushed to the CRM
Updates made in the CRM are reflected in Crono
When users create fields linked to the CRM independently, Crono automatically handles the alignment process.
During the nightly sync, we:
Match and align the linked fields between Crono and the CRM
Import and update data from the CRM into Crono
Ensure that shared contacts (existing both in Crono and the CRM) are correctly updated and synchronized
This guarantees that both systems stay consistent without requiring manual data updates.
