Rate any CRM record over time with scores ⭐
Shared by Mitt • Keep your team’s ratings and review history beside each CRM relationship, so you can spot changes before they affect a pursuit.
Hi everyone! We've added CRM scores, so you can rate the people, companies, agencies, and pursuits that matter to your work. Keep a single rating or revisit it regularly, with earlier periods ready whenever you need context.
What's New
CRM scores let you rate a record against up to 10 criteria, with each criterion rated from one to five stars. Choose a one-time score or a monthly, quarterly, or yearly schedule, and keep a history of every period in one scorecard.
How It Works
Set up a score
- In CRM, open People, Companies, Agencies, or Pursuits, then choose “Manage attributes” and “Add attribute.”
- Select the Score type. Each record type can have one score.
- Add up to 10 criteria, such as quality, responsiveness, or past performance. Leave the criteria empty for a straightforward one-to-five rating.
- Under “Scored,” choose Once, Every month, Every quarter, or Every year.
Review and update ratings
- Open the score on a record to rate each criterion.
- Use the period picker to score or review a past month, quarter, or year.
- Compare recent periods side by side. The overall score also shows whether the rating went up or down since the last scored period.
- Find the latest score in filters, sorting, table columns, and Board view, or include it in CSV import and export. AI Workflows and Ask CLEATUS can set a score too.
Why It Matters
Partner reviews, contact assessments, and agency evaluations often end up in spreadsheets that are hard to keep current. With ratings and their history right on the record, your team can understand a relationship alongside its notes, tasks, and pursuits, and notice when it may need attention before it affects a bid. Everyone working in CRM can use the same criteria and review history, so a handoff does not mean losing the context behind a rating. Comparing periods also helps you see how a relationship has changed, rather than relying on a single score with no history.
Get Started
Open CRM in your sidebar, choose People, Companies, or Agencies, then select “Manage attributes” to add a score. CLEATUS CRM is included on DATA + AI + Automations and higher plans.
Happy scoring! ⭐