CRM records

Your records should fit your work

A supplier, a candidate and a sales prospect need different fields. Define your own record types, connect them with relations and keep the details in one workspace.

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CRM records

Start with the thing you manage

Use the CRM, ERP, Recruiting or Support preset, then adapt it to the way your team works.

Northstar Supplies

Primary contact
Alex Morgan
Service
Logistics
Renewal
September 30, 2026
Annual spend
$24,000

Example custom record

Custom record types

Create a type for the work that falls outside contacts, companies and deals.

Computed values

Use computed columns and lookups to keep useful context alongside the source fields.

Search the workspace

Find records by name and stored text from the workspace search control.

In your workflow

One record, several views

Keep the underlying record and choose a different layout for each job. Use the same field names in forms, imports and reports. Record types and their data belong to a workspace.

Supplier projects

Example records. Switch the layout to see the same three projects.

Three supplier projects
ProjectStageDue
Northstar supply review Review Sep 14
Cedar delivery schedule In progress Sep 16
Juniper annual agreement Planned Sep 18

Getting started

  1. 01

    Choose a starting point

    Use the CRM, ERP, Recruiting or Support preset, then adapt it to the way your team works.

  2. 02

    Define the fields

    Add the text, numbers, dates and choices that make a record useful. Keep a clear name for each field.

  3. 03

    Connect related records

    Link a supplier to its contacts or a candidate to an opening. Lookup columns bring related values into the same view.

  4. 04

    Bring your records in

    Import existing data, review duplicates and find records by their stored names or values.

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

Book a demo