These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- E-commerce CRM
- Data model
The tables behind E-commerce CRM
E-commerce CRM 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
Customer Relationships
Accounts belongs to Organizations. Contacts references Account and Organization; Opportunities.Counterparty identifies the customer account and primary contact identifies the chosen contact.
Sales Pipeline
Opportunities carries Status, expected value USD, expected close date and Revision, with Owner referencing team members. Organization scopes the commercial record.
Product Proposals
Opportunity lines references Opportunity and optionally Product. Products holds SKU, list price USD and Category within Organization; lines retain Quantity, unit price USD and discount percent.
Relationship Activities
Relationship activities references parent opportunity, Organization and optionally Owner. Due at, completed at, activity type and Outcome describe the recorded work.
Retention Follow-ups
Retention follow ups requires parent opportunity, Organization and Owner, with an optional Account. Shopper, follow up at, units ordered and order reference provide contact context.
Decisions and Evidence
Review decisions requires parent opportunity and Reviewer, and optionally references retention follow up. Operation receipts optionally references parent opportunity and Actor. Record attachments can reference either the opportunity or retention follow-up while retaining Organization. Users and team members hold platform identity and operating-team information respectively.
Every table, by feature
- Customer Relationships5
- Sales Pipeline5
- Product Proposals6
- Relationship Activities5
- Retention Follow-ups6
- Decisions and Evidence5
- Shared and settings1
- Accounts
A record is a customer company, used to track its sales potential, status, and location.
Linked to Organizations - Contacts
A record is a person at a customer, used to know who to reach out to and how much sway they have.
Linked to Accounts, Organizations - Organizations
A record is a business unit or company entity, used to group accounts and deals by currency and time zone.
- Opportunities
A record is a deal in progress, used to track its value, stage, and chance 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
- Opportunities
A record is a deal in progress, used to track its value, stage, and chance of closing.
Linked to Organizations, Team members, Accounts, Contacts - Relationship activities
A record is a call, meeting, or task tied to a deal, used to track outreach and follow-ups with a customer.
Linked to Opportunities, Team members, Organizations - Operation receipts
A record is proof a fulfillment step happened, used to confirm work on a deal was completed.
Linked to Organizations, Opportunities, Team members - Accounts
A record is a customer company, used to track its sales potential, status, and location.
Linked to Organizations - Contacts
A record is a person at a customer, used to know who to reach out to and how much sway they have.
Linked to Accounts, Organizations
- Opportunity lines
A record is one product line on a deal, used to track what's being quoted and at what price.
Linked to Opportunities, Products - Products
A record is an item the company sells, used to track its price, category, and availability.
Linked to Organizations - Opportunities
A record is a deal in progress, used to track its value, stage, and chance of closing.
Linked to Organizations, Team members, Accounts, Contacts - Relationship activities
A record is a call, meeting, or task tied to a deal, used to track outreach and follow-ups with a customer.
Linked to Opportunities, Team members, Organizations - Record attachments
A record is a file or link kept with a deal, used to preserve supporting evidence for later reference.
Linked to Opportunities, Organizations, Retention follow ups - Operation receipts
A record is proof a fulfillment step happened, used to confirm work on a deal was completed.
Linked to Organizations, Opportunities, Team members
- Relationship activities
A record is a call, meeting, or task tied to a deal, used to track outreach and follow-ups with a customer.
Linked to Opportunities, Team members, Organizations - Opportunities
A record is a deal in progress, used to track its value, stage, and chance 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 - Team members
A record is a staff member, used to assign ownership of accounts and deals across the team.
Linked to Organizations - Record attachments
A record is a file or link kept with a deal, used to preserve supporting evidence for later reference.
Linked to Opportunities, Organizations, Retention follow ups
- Retention follow ups
Scheduled retention follow-up records: owner, contact date, quantity, reference number and review lifecycle.
Linked to Opportunities, Organizations, Accounts, Team members - Review decisions
A record is a reviewer's call on a deal, used to log approvals, rejections, and the reasoning behind them.
Linked to Opportunities, Team members, Retention follow ups, Organizations - Opportunities
A record is a deal in progress, used to track its value, stage, and chance of closing.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A record is a customer company, used to track its sales potential, status, and location.
Linked to Organizations - Relationship activities
A record is a call, meeting, or task tied to a deal, used to track outreach and follow-ups with a customer.
Linked to Opportunities, Team members, Organizations - Record attachments
A record is a file or link kept with a deal, used to preserve supporting evidence for later reference.
Linked to Opportunities, Organizations, Retention follow ups
- Review decisions
A record is a reviewer's call on a deal, used to log approvals, rejections, and the reasoning behind them.
Linked to Opportunities, Team members, Retention follow ups, Organizations - Operation receipts
A record is proof a fulfillment step happened, used to confirm work on a deal was completed.
Linked to Organizations, Opportunities, Team members - Record attachments
A record is a file or link kept with a deal, used to preserve supporting evidence for later reference.
Linked to Opportunities, Organizations, Retention follow ups - 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 record is a deal in progress, used to track its value, stage, and chance of closing.
Linked to Organizations, Team members, Accounts, Contacts
Keys and references
Use existing identifiers when connecting records. Accounts.Code, Products.SKU and Opportunities.record number give the team recognizable business references. An order reference on a retention record remains a text reference to the customer’s order process.
Keep opportunity lines.Opportunity distinct from the parent opportunity field used on activity and evidence records. Record attachments uses reference URL, captured at, Kind and Notes to describe supporting material. A Kind of Signature identifies the evidence category.
Review decisions.source revision must identify the record revision actually considered. Keep its retention follow up link populated for a retention decision, along with parent opportunity. Preserve the receipt’s operation key and actual operation type when inspecting a result. Team members.Email and Organization are operating identity information; agree the signed-in identity mapping during setup.
Migration order
- Prepare Organizations, Users and team members, preserving organization scope and the existing Users.User relationship.
- Import Accounts and Contacts, resolving each contact’s Account and Organization references.
- Prepare Products with their SKU and organization, then Opportunities with Owner, Counterparty and the intended primary contact.
- Load opportunity lines and relationship activities with their actual opportunity references and any assigned activity owner.
- Add retention follow ups and genuine historical review decisions, record attachments and operation receipts. Preserve original decision revisions and dates rather than manufacturing past approval evidence.
Set up E-commerce CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.