Custom Fields
Capture the Firm-Specific Data You Actually Need. Define additional fields for supported records so ZentroBiz reflects the information your firm needs to manage.
Clients · from the product
Why firms use it.
Capture what matters to you
Add fields your firm actually needs.
Report on it
Filter and review by your custom data.
Questions
Supported record types, listed in settings.
More in Platform.
Dashboards & Insights
One unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders, and daily sales, all in real time.
Learn more ›
Desktop Workspace
A Desktop Experience. Inside Your Browser.
Learn more ›
Integrations Hub
Connect payments, communication, tax software, document management, cloud storage, and AI services — all from one unified dashboard. ZentroBiz works with the tools your firm already trusts.
Learn more ›See Custom Fields in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.