Data model

Indexed, queryable, reportable — first-class everywhere

Add a Lead Score, a Renewal Stage, a Service Frequency. Every custom field shows up in filters, reports, and the AI assistant — not in a JSON blob nobody can query.

Try Business Dash Read the deep dive

The deep walkthrough for this feature is being authored.

In the meantime, the full essay lives on the blog — read it here.

Ready to see it working in your own dashboard?

Try Business Dash Browse other features

Related features

CRM

Closed-won is the starting line, not the finish

Data model

Describe what you track. The AI builds the table.

Lead capture

When your chatbot becomes the form

Data model

Indexed, queryable, reportable — first-class everywhere

Add a Lead Score, a Renewal Stage, a Service Frequency. Every custom field shows up in filters, reports, and the AI assistant — not in a JSON blob nobody can query.

Try Business Dash Read the deep dive

The deep walkthrough for this feature is being authored.

In the meantime, the full essay lives on the blog — read it here.

Ready to see it working in your own dashboard?

Try Business Dash Browse other features

Related features

CRM

Closed-won is the starting line, not the finish

Data model

Describe what you track. The AI builds the table.

Lead capture