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.