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- Architecture Firms CRM
- Data model
The tables behind Architecture Firms CRM
Architecture Firms CRM ships with 10 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
- 10
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Practice and clients
Organizations own Accounts and team members; Users supply the staff identity link.
Pursuit
Opportunities connect an organization, owner and client counterparty.
Proposal work
Design RF ps sit under opportunities and also name the practice organization.
Relationship work
Relationship activities sit under their parent opportunity.
Review and evidence
Review decisions, record attachments and operation receipts each point to the opportunity they concern.
Every table, by feature
- Practice and accounts5
- Opportunity pipeline4
- Design RFPs5
- Relationship activities2
- Reviews and evidence5
- Operations overview3
- Organizations
Firm entities that own accounts and pipeline records
- Accounts
Client and partner organisations engaged by the practice
Linked to Organizations - Team members
Practice staff mapped to authenticated platform users
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Business development opportunities and fee pursuits
Linked to Organizations, Team members, Accounts
- Opportunities
Business development opportunities and fee pursuits
Linked to Organizations, Team members, Accounts - Accounts
Client and partner organisations engaged by the practice
Linked to Organizations - Team members
Practice staff mapped to authenticated platform users
Linked to Organizations, Users - Operation receipts
Stable operation evidence for workflow executions
Linked to Opportunities
- Design RF ps
Design proposal submissions and their review lifecycle
Linked to Opportunities, Organizations - Opportunities
Business development opportunities and fee pursuits
Linked to Organizations, Team members, Accounts - Review decisions
Independent review outcomes recorded against a source revision
Linked to Opportunities, Team members - Record attachments
Files and evidence attached to an opportunity
Linked to Opportunities, Team members - Operation receipts
Stable operation evidence for workflow executions
Linked to Opportunities
- Relationship activities
Calls, meetings, emails and follow-up tasks on an opportunity
Linked to Opportunities - Opportunities
Business development opportunities and fee pursuits
Linked to Organizations, Team members, Accounts
- Review decisions
Independent review outcomes recorded against a source revision
Linked to Opportunities, Team members - Record attachments
Files and evidence attached to an opportunity
Linked to Opportunities, Team members - Opportunities
Business development opportunities and fee pursuits
Linked to Organizations, Team members, Accounts - Design RF ps
Design proposal submissions and their review lifecycle
Linked to Opportunities, Organizations - Team members
Practice staff mapped to authenticated platform users
Linked to Organizations, Users
- Operation receipts
Stable operation evidence for workflow executions
Linked to Opportunities - Opportunities
Business development opportunities and fee pursuits
Linked to Organizations, Team members, Accounts - Design RF ps
Design proposal submissions and their review lifecycle
Linked to Opportunities, Organizations
Keys and references
Use the account Code within its Organization to reconcile client imports. Keep the opportunity record number with its Subject during migration. Parent on a design RFP, activity, decision, attachment or receipt identifies the opportunity. Owner, Reviewer and uploaded by each refer to team members; team members.User refers to Users. The opportunity Revision and design RFP Revision are the versions checked by guarded actions.
Migration order
- Create Organizations and confirm currency and time zone.
- Map Users and team members to the right organization.
- Import Accounts and check client codes and contacts.
- Import Opportunities with owner and counterparty references.
- Add design RF ps and relationship activities under the correct opportunity.
- Attach record attachments, review decisions and operation receipts with their original parent references and source dates.
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.