Custom CRM Templates
ProPro and Team users can create their own CRM templates — defining custom pipeline stages, field labels, and workspace terminology — and publish them to the marketplace for other RadiusOS users to discover.
What a template defines
- Pipeline stages — names, order, and default color
- Field labels — rename "Company" to "Agency," "Contact" to "Client," etc.
- Workspace terminology — how the UI refers to records in your workflow
- Default tags — pre-populated tag options for new workspaces
Creating a custom template
Navigate to Settings → Pipeline & Fields to configure your workspace. Every customization you make — stages, field labels, terminology — becomes part of the template when you publish it.
Publishing to the marketplace
Go to Marketplace in the sidebar and click "Publish a Template." Select the workspace you want to publish, give it a name and description, and hit Publish. Your template is immediately live and searchable in the marketplace.
Write a clear, specific description. Templates with good descriptions get more installs. Mention the industry, workflow type, and what makes your pipeline stages unique.
Applying a template to your workspace
Go to Marketplace, find a template, and click "Use Template." This creates a new workspace with the template's configuration. Existing workspaces are not affected.