Custom fields

Add your own fields to customers and contracts. Customer fields appear on each profile's Details tab, where anyone can fill them in.

Customer fields

Shown on the customer profile.

IndustryDropdownSaaS · Manufacturing · Healthcare · Finance · Education · filled on 3 customers

Health scoreNumber0–100, updated by Clara · filled on 3 customers

Renewal riskDropdownLow · Medium · High · filled on 2 customers

Contract fields

Shown on the contract page.

PO numberTextCustomer's purchase order reference

Applications/Stripe MCP

Stripe MCP on CRM

stripe.com/apps/mcp

AccountingFinancePaymentPayoutCustomerSubscription

Details

Enhance the efficiency of your Stripe integrations with AI-powered support integrated directly into our CRM through Stripe MCP (Model Context Protocol).

By connecting to the Stripe MCP (Model Context Protocol) server, you will elevate our CRM’s agent functionalities, enabling seamless access to your Stripe data and the ability to execute actions on your Stripe account from within our CRM.

Features

Read Stripe Data

Explore your Stripe data thoroughly to uncover vital insights that can shape your business strategies.

Analyze Recent Events

Regularly reviewing this information allows you to adapt swiftly and maintain your industry edge.

Suggest Possible Actions

Identify practical steps you can take based on your recent Stripe activities.

Perform Actions On Your Behalf

Take advantage of automated tasks that can optimize your Stripe operations.