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- Nonprofits CRM
- Data model
The tables behind Nonprofits CRM
Nonprofits 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
Relationship records
Organizations defines the operating context. Constituents holds funder organizations; Contacts holds people connected to them; team members identifies internal owners and reviewers.
Funding work
Funding opportunities is the central pursuit record. Funding case lines details its ask, funding programs supplies reusable program context, and constituent follow ups records activity.
Decision and evidence
Donor pledges belongs to an opportunity. Review decisions holds the independent decision, evidence attachments keeps document references, and operation receipts records workflow operations.
Access
Users represents app identities separately from team members, which appears in opportunity ownership and review references.
Every table, by feature
- Constituent relationships5
- Funding pipeline5
- Funding case5
- Donor pledges and review5
- Constituent follow-ups4
- Evidence and receipts5
- Shared and settings1
- Organizations
A partner or member organization, kept here so the team has accurate contact and status info for each one.
- Constituents
Constituent organisations that fund the mission: foundations, corporates, community groups and government bodies.
Linked to Organizations - Contacts
A person at a partner organization, tracked here to manage outreach and gauge their influence on decisions.
Linked to Constituents, Organizations - Funding opportunities
Funding opportunities pursued with a constituent, from new through to won or lost.
Linked to Organizations, Team members, Constituents, Contacts - Team members
Someone working at the organization, tracked here so the team knows who's active and how to reach them.
Linked to Organizations
- Funding opportunities
Funding opportunities pursued with a constituent, from new through to won or lost.
Linked to Organizations, Team members, Constituents, Contacts - Constituents
Constituent organisations that fund the mission: foundations, corporates, community groups and government bodies.
Linked to Organizations - Contacts
A person at a partner organization, tracked here to manage outreach and gauge their influence on decisions.
Linked to Constituents, Organizations - Constituent follow ups
Calls, meetings, emails and tasks that keep constituent relationships moving.
Linked to Funding opportunities, Team members, Organizations - Operation receipts
A logged activity or transaction tied to an opportunity, used to confirm what happened and when.
Linked to Organizations, Funding opportunities, Team members
- Funding case lines
Funding case lines that make up the ask on a funding opportunity.
Linked to Funding opportunities, Funding programs - Funding opportunities
Funding opportunities pursued with a constituent, from new through to won or lost.
Linked to Organizations, Team members, Constituents, Contacts - Funding programs
Programmes and services a constituent can fund.
Linked to Organizations - Constituent follow ups
Calls, meetings, emails and tasks that keep constituent relationships moving.
Linked to Funding opportunities, Team members, Organizations - Evidence attachments
Documents, photographs, signatures and receipts attached as evidence.
Linked to Funding opportunities, Organizations, Donor pledges
- Donor pledges
Donor pledges recorded against a funding opportunity, with the pledge reference, purpose and independent decision.
Linked to Funding opportunities, Organizations, Constituents, Team members - Funding opportunities
Funding opportunities pursued with a constituent, from new through to won or lost.
Linked to Organizations, Team members, Constituents, Contacts - Review decisions
A reviewer's decision on an opportunity or pledge, used to document approvals and the reasoning behind them.
Linked to Funding opportunities, Team members, Donor pledges, Organizations - Evidence attachments
Documents, photographs, signatures and receipts attached as evidence.
Linked to Funding opportunities, Organizations, Donor pledges - Operation receipts
A logged activity or transaction tied to an opportunity, used to confirm what happened and when.
Linked to Organizations, Funding opportunities, Team members
- Constituent follow ups
Calls, meetings, emails and tasks that keep constituent relationships moving.
Linked to Funding opportunities, Team members, Organizations - Funding opportunities
Funding opportunities pursued with a constituent, from new through to won or lost.
Linked to Organizations, Team members, Constituents, Contacts - Team members
Someone working at the organization, tracked here so the team knows who's active and how to reach them.
Linked to Organizations - Organizations
A partner or member organization, kept here so the team has accurate contact and status info for each one.
- Evidence attachments
Documents, photographs, signatures and receipts attached as evidence.
Linked to Funding opportunities, Organizations, Donor pledges - Review decisions
A reviewer's decision on an opportunity or pledge, used to document approvals and the reasoning behind them.
Linked to Funding opportunities, Team members, Donor pledges, Organizations - Operation receipts
A logged activity or transaction tied to an opportunity, used to confirm what happened and when.
Linked to Organizations, Funding opportunities, Team members - Donor pledges
Donor pledges recorded against a funding opportunity, with the pledge reference, purpose and independent decision.
Linked to Funding opportunities, Organizations, Constituents, Team members - Funding opportunities
Funding opportunities pursued with a constituent, from new through to won or lost.
Linked to Organizations, Team members, Constituents, Contacts
Keys and references
A funding opportunity links to its constituent, owner and organization. Case lines and follow-ups point to the opportunity. Pledges also point to the opportunity and may point to a constituent account. Review decisions point to the opportunity and optionally to a pledge. Attachments may point to the opportunity or pledge. Preserve those references during migration so an old decision remains attached to the case it assessed.
Migration order
- Import Organizations, Users and team members after confirming identity and access scope.
- Import Constituents and Contacts, keeping their account links intact.
- Import funding programs, then funding opportunities with constituent and owner references.
- Import funding case lines and constituent follow ups under their parent opportunities.
- Import donor pledges, then review decisions, evidence attachments and operation receipts with their original parent references.
- Reconcile a sample constituent, opportunity, pledge and decision before opening the CRM to the full team.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.