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.
- Real Estate CRM
- Data model
The tables behind Real Estate CRM
Real Estate CRM ships with 12 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
- 12
- Features
- 7
- Change it
- Add fields and tables in Proto
How the model is organised
Accounts and Ownership
Accounts and team members reference Organizations. Opportunities references Organization, Owner in team members and Counterparty in Accounts. Team members.User links to Users.
Property Listings
Properties carries property code, street address, property type, asking price USD, listing status and owner consent. It is referenced by property visits and viewing reservations.
Opportunity Pipeline
Opportunities carries Status, expected close date, expected value USD, Revision and probability percent. Won at and loss reason describe the recorded customer outcome.
Activities and Evidence
Relationship activities belongs to Opportunities through Parent and retains line number, Revision, activity type and Outcome. Record attachments also belongs to Opportunities and identifies uploaded by in team members.
Property Visits
Property visits references Parent, Organization, Property and Reservation. Viewing reservations identifies Property, Agent and Opportunity with starts at, ends at, expires at and Status.
Proposal and Outcome Review
Review decisions belongs to Opportunities and identifies Reviewer in team members. Decision, Reason and operation key preserve the independent decision context.
Corrections and Reconciliation
Operation receipts belongs to Opportunities and records operation key, Action, expected revision, result state and evidence references for the guarded action.
Every table, by feature
- Accounts and Ownership5
- Property Listings4
- Opportunity Pipeline6
- Activities and Evidence5
- Property Visits6
- Proposal and Outcome Review6
- Corrections and Reconciliation7
- Accounts
Buyer and seller accounts served by the brokerage
Linked to Organizations - Organizations
Brokerage organizations operating in this workspace
- Team members
Brokerage staff and their role scope
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts
- Properties
Consented property listings available for viewing
- Property visits
Property viewing records awaiting confirmation
Linked to Opportunities, Organizations, Properties, Viewing reservations - Viewing reservations
Atomic agent and property viewing holds
Linked to Properties, Team members, Opportunities - Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts
- Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Accounts
Buyer and seller accounts served by the brokerage
Linked to Organizations - Relationship activities
Calls, meetings, emails and tasks logged against opportunities
Linked to Opportunities - Operation receipts
Idempotent receipts for every guarded operation
Linked to Opportunities - Organizations
Brokerage organizations operating in this workspace
- Team members
Brokerage staff and their role scope
Linked to Organizations, Users
- Relationship activities
Calls, meetings, emails and tasks logged against opportunities
Linked to Opportunities - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members - Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Team members
Brokerage staff and their role scope
Linked to Organizations, Users - Operation receipts
Idempotent receipts for every guarded operation
Linked to Opportunities
- Property visits
Property viewing records awaiting confirmation
Linked to Opportunities, Organizations, Properties, Viewing reservations - Viewing reservations
Atomic agent and property viewing holds
Linked to Properties, Team members, Opportunities - Properties
Consented property listings available for viewing
- Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Review decisions
Independent review decisions recorded against submitted revisions
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for every guarded operation
Linked to Opportunities
- Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Relationship activities
Calls, meetings, emails and tasks logged against opportunities
Linked to Opportunities - Review decisions
Independent review decisions recorded against submitted revisions
Linked to Opportunities, Team members - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts for every guarded operation
Linked to Opportunities - Team members
Brokerage staff and their role scope
Linked to Organizations, Users
- Operation receipts
Idempotent receipts for every guarded operation
Linked to Opportunities - Opportunities
Property sales opportunities in the pipeline
Linked to Organizations, Team members, Accounts - Relationship activities
Calls, meetings, emails and tasks logged against opportunities
Linked to Opportunities - Property visits
Property viewing records awaiting confirmation
Linked to Opportunities, Organizations, Properties, Viewing reservations - Review decisions
Independent review decisions recorded against submitted revisions
Linked to Opportunities, Team members - Record attachments
Evidence files attached to opportunities
Linked to Opportunities, Team members - Team members
Brokerage staff and their role scope
Linked to Organizations, Users
Keys and references
Preserve record Id values and the human-facing Opportunities.record number, Accounts.Code and Properties.property code. A visit’s Property and Parent must agree with its Reservation’s Property and Opportunity; similar addresses or subjects cannot substitute for the correct references.
Resolve My Opportunities through team members.User to Opportunities.Owner. Users.User is a self-reference in the platform identity model. Keep the existing account setup consistent rather than creating placeholder users to satisfy that reference.
Use review decisions.operation key and linked operation receipts.expected revision evidence to establish which Opportunities.Revision the decision addressed. Property visits.Revision and relationship activities.Revision retain their declared meaning; verify their relationship to the parent revision during action setup.
Scope property use through the authorized listing and opportunity relationships. Viewing reservations reaches the organization through Opportunity and Agent. Preserve the declared property, reservation and membership references rather than matching records by address.
Migration order
- Establish Organizations and Users, then team members with valid platform identity links and role scope.
- Load Accounts with their organization and eligibility information. App Administrator maintains Properties with consent context and stable property codes.
- Create Opportunities with the correct Counterparty and Owner, preserving expected values, states and revisions.
- Prepare viewing reservations through the authorized reservation setup, retaining the actual Property, Agent, Opportunity and time window.
- Attach property visits to the matching opportunity, property and reservation. Preserve existing relationship activities and record attachments with their original parent and attribution.
- Preserve review decisions and operation receipts as historical evidence. Do not regenerate past decisions from a current stage or treat imported status as fresh approval.
Set up Real Estate CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.