Why RadiusOS uses one Record model (not separate Deals, Contacts, and Jobs)
Most CRMs make you pick a primary entity - HubSpot is contact-first, Salesforce is account-first, Pipedrive is deal-first. RadiusOS is template-first. Your template chooses what a Record looks like, and the same underlying schema serves real estate listings, SaaS deals, field service jobs, and fitness clients without multi-table joins or vendor-decided vocabulary.
The unified Record model
Every item in your pipeline is a Record. Whether it's called a Contact, a Deal, a Job, a Listing, an Application, or a Client depends entirely on which template you started from. Underneath, they share the same flexible schema.
A Real Estate template renders Records as "Listings" with address fields, square footage, and price. A SaaS Sales template renders the same Records as "Deals" with ARR, stage focus, and close-date fields. A Fitness Coaching template renders them as "Clients" with primary goal, package type, and renewal date. Same database object, different lens.
If you've used Salesforce or HubSpot, you might expect a "Deals" page separate from a "Contacts" page. RadiusOS doesn't work that way - your pipeline IS your records, and your records carry the fields your template defined. Less navigation, fewer joins, faster reads.
Why we built it this way
Three reasons:
1. Most small businesses don't fit a contact-first or deal-first mold. A real estate agent's primary unit isn't a contact - it's a listing. A roofer's primary unit isn't a contact - it's a job. A fundraiser's primary unit isn't a contact - it's an investor conversation. Forcing every business through the same shape was the original sin of enterprise CRMs.
2. Multi-table joins are a UX tax. In contact-first CRMs, you click into a contact to see their company, click into the company to see their deals, click into a deal to see its line items. RadiusOS keeps the contact, company association, and pipeline metadata on one record. One click, one view, all the context.
3. Custom fields are first-class. Every record carries its template's metadata fields natively. There's no "convert this lead into a contact, then convert the contact into a deal" workflow because there's nothing to convert - it's all the same record from day one.
Common questions
"But what if I want to track multiple deals per contact?" You can. Use multiple Records that link to the same email/phone, or use the Tags + Notes fields to track parallel opportunities on a single record. For most solopreneurs and small teams, one record per active relationship is the right resolution - when you actually need parallel deal-tracking on a single contact, you've usually outgrown the SMB tier of CRMs anyway.
"What about reporting at the Account level?" Reports group records by Company association, Tag, Stage, custom field values, AI score range, and more. You can answer "how much pipeline do I have at Acme Corp" by filtering on Company. The Account view is a query, not a separate object.
"Can I migrate from a multi-object CRM into RadiusOS?" Yes. Import contacts and deals as records (we map both into the unified schema during CSV import). Existing relationships survive - what was a Deal in HubSpot becomes a Record with a stage and a contact-association field in RadiusOS.
When you should use a different CRM
We're honest about fit. RadiusOS isn't right for you if:
- You need true multi-object reporting at enterprise scale (e.g., "show me opportunity-line-item breakdown across 50K accounts in 12 segments"). That's Salesforce or HubSpot Enterprise territory.
- You have a sales team with strict deal-stage forecasting workflows that depend on a separate Deal entity (e.g., your VP of Sales runs weekly committed-vs-pipeline forecasting per AE). Pipedrive or HubSpot Sales Hub fits that better.
- You need a multi-tenant CRM with separate "Account Hierarchy" and "Opportunity" objects for B2B account-based selling. RadiusOS won't make you happy.
For everyone else - solopreneurs, realtors, trades, small B2B teams, fundraisers, recruiters, fitness coaches - the unified Record model is faster to learn, faster to navigate, and adapts to your business instead of making you adapt to it.