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- CRM + E-commerce for D2C
- Data model
The tables behind CRM + E-commerce for D2C
CRM + E-commerce for D2C ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and people
Organizations, Accounts, Contacts and team members identify the business, buyer and owner.
Sales conversation
Products, Opportunities, opportunity lines and relationship activities hold product interest and the work of pursuing it.
Retention and evidence
Retention follow ups, review decisions, operation receipts and record attachments preserve later outreach, decisions and supporting material.
Access
Users contains the login identity and its access status.
Every table, by feature
- Customer accounts4
- Product interests3
- Opportunity pipeline5
- Sales activities4
- Retention follow-ups5
- Review evidence5
- Shared and settings1
- Accounts
A customer or business the team sells to, used to track their details, potential, and standing.
Linked to Organizations - Contacts
A person the team talks to at a customer or partner, used to know who to reach out to and how.
Linked to Accounts, Organizations - Organizations
A company or brand running its own store on the platform, used to keep each business's data and settings separate.
- Team members
A person who works at the organization; the team uses it to know who owns accounts, deals, and tasks.
Linked to Organizations
- Products
An item the company sells, used to keep pricing and catalog details consistent across deals.
Linked to Organizations - Opportunity lines
One product or item quoted on a deal, used to track what's being sold, at what price, and in what amount.
Linked to Opportunities, Products - Opportunities
A potential sale being pursued, used to track its progress, value, and likelihood of closing.
Linked to Organizations, Team members, Accounts, Contacts
- Opportunities
A potential sale being pursued, used to track its progress, value, and likelihood of closing.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A customer or business the team sells to, used to track their details, potential, and standing.
Linked to Organizations - Contacts
A person the team talks to at a customer or partner, used to know who to reach out to and how.
Linked to Accounts, Organizations - Opportunity lines
One product or item quoted on a deal, used to track what's being sold, at what price, and in what amount.
Linked to Opportunities, Products - Operation receipts
A confirmed step in fulfilling or handling a deal, used to prove what actually happened and when.
Linked to Organizations, Opportunities, Team members
- Relationship activities
A task or touchpoint tied to a deal, used to track outreach and follow-ups with a customer.
Linked to Opportunities, Team members, Organizations - Opportunities
A potential sale being pursued, used to track its progress, value, and likelihood of closing.
Linked to Organizations, Team members, Accounts, Contacts - Team members
A person who works at the organization; the team uses it to know who owns accounts, deals, and tasks.
Linked to Organizations - Operation receipts
A confirmed step in fulfilling or handling a deal, used to prove what actually happened and when.
Linked to Organizations, Opportunities, Team members
- Retention follow ups
Scheduled retention follow-up records: owner, contact date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Opportunities
A potential sale being pursued, used to track its progress, value, and likelihood of closing.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A customer or business the team sells to, used to track their details, potential, and standing.
Linked to Organizations - Team members
A person who works at the organization; the team uses it to know who owns accounts, deals, and tasks.
Linked to Organizations - Review decisions
A recorded approval or rejection on a deal, used to track who signed off and why.
Linked to Opportunities, Team members, Retention follow ups, Organizations
- Review decisions
A recorded approval or rejection on a deal, used to track who signed off and why.
Linked to Opportunities, Team members, Retention follow ups, Organizations - Record attachments
A file or link tied to a deal, used to keep supporting documents and proof in one place.
Linked to Opportunities, Organizations, Retention follow ups - Operation receipts
A confirmed step in fulfilling or handling a deal, used to prove what actually happened and when.
Linked to Organizations, Opportunities, Team members - Opportunities
A potential sale being pursued, used to track its progress, value, and likelihood of closing.
Linked to Organizations, Team members, Accounts, Contacts - Retention follow ups
Scheduled retention follow-up records: owner, contact date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members
Keys and references
Each opportunity points to an organization, owner and account counterparty. An opportunity line points back to its opportunity and may point to a product. A relationship activity, retention follow-up, review decision, operation receipt or attachment can carry the parent opportunity reference. A retention follow-up can also point to an account. Keep references within the same organization when importing records.
Migration order
- Organization. Create the organization, users and team members first.
- Buyer and product references. Import accounts, contacts and products with the right organization.
- Sales history. Import opportunities, interest lines and relationship activities.
- Retention history. Import follow-ups, review decisions, attachments and operation receipts after their parent opportunities exist.
Set up CRM + E-commerce for D2C your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.