Does HDA support custom fields and tags?

Absolutely—our CRM is built for real-life complexity, not rigid boxes. We provide full support for custom fields and tags, so you can tailor contact data to how you actually run your business.

Need to note a truck’s VIN, last service date, preferred fleet invoicing terms, or warranty status? You can add those as custom fields. Want to segment by “CIP reminder,” “tester-trained,” or “diesel emissions”? Just create a tag and automate off of it.

Custom fields appear in forms, filters, automation triggers, and reports—so you always have the data you need, exactly where you need it. And tags let you build dynamic lists without bloated databases or manual work.

We also help you define those during onboarding: we’ll walk through what you track today and suggest fields/tags that improve your pipeline—not just for marketing, but for internal workflow too.

Plus, if you ever want to change or delete a custom field or tag, it’s easy to do without breaking your automations. We designed this for MVP-first shops that scale up—so you don’t get stuck with the same rigid CRM years down the line.