What Is a CRM Property (Field)?

Definition

A CRM property (or field) is a single piece of information stored on a record — a contact's email, a deal's value, a company's industry. Properties define what data a CRM captures, and well-structured properties are the foundation of reliable segmentation and reporting.

Key takeaways

  • Properties (fields) are the individual data points on a record.
  • Types include text, dropdown, number, date, boolean and calculated.
  • Clean property design is what makes segmentation and reporting trustworthy.

Common property types

  • Single-line and multi-line text
  • Dropdown, radio and checkbox selects
  • Number, date and boolean
  • Calculated properties derived from other fields

Property hygiene

Every duplicate or vaguely-named property makes reporting harder. Standardize naming, use the right field type, and resist creating a new property when an existing one will do — discipline here is what keeps the CRM analyzable.

Frequently asked questions

What's the difference between a property and a field?

Nothing — “property” is simply HubSpot's term for a field: one piece of data stored on a record.

What is a calculated property?

A property whose value is computed from other properties — like a formula or a sum across associated records — rather than entered manually.

How many properties should I create?

Only what you'll actually use for segmentation, automation or reporting. Excess custom properties create clutter and degrade data quality.

Related service: Audit your CRM properties

Related terms