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- SaaS CRM
- Data Model
The tables behind SaaS CRM
SaaS CRM ships with 11 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
- 11
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Accounts and Team
Organizations owns the organization references in Accounts, Opportunities, subscription reviews and team members. Team members.User links membership to Users.
Sales Pipeline
Opportunities links Counterparty to Accounts and Owner to team members. Status, expected value USD and expected close date describe the current commercial work.
Activity and Evidence
Relationship activities and record attachments reference the opportunity through Parent. Record attachments.uploaded by identifies a team members record.
Subscription Reviews
Subscription reviews carries subscription ID, renewal date, recurring monthly value and usage seats alongside its Parent and Organization links.
Independent Review
Review decisions connects Parent to Opportunities and Reviewer to team members. Source revision and operation key identify the reviewed work and action context.
Operation Reconciliation
Operation receipts references Opportunities through Parent and retains expected revision, result state, effect references and failure reason. Exchange rates stores effective rate context separately.
Every table, by feature
- Accounts and Team5
- Sales Pipeline6
- Activity and Evidence4
- Subscription Reviews6
- Independent Review5
- Operation Reconciliation5
- Shared and settings1
- Accounts
Customer accounts and counterparties linked to opportunities.
Linked to Organizations - Organizations
Tenant organizations that own accounts, opportunities and subscription reviews.
- Team members
Internal revenue and customer success team members with organization membership and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Sales opportunities with lifecycle stage, expected value and expected close date.
Linked to Organizations, Team members, Accounts
- Opportunities
Sales opportunities with lifecycle stage, expected value and expected close date.
Linked to Organizations, Team members, Accounts - Accounts
Customer accounts and counterparties linked to opportunities.
Linked to Organizations - Team members
Internal revenue and customer success team members with organization membership and role scope.
Linked to Organizations, Users - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent operation receipts recording guarded action outcomes.
Linked to Opportunities
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Record attachments
Evidence files attached to an opportunity with visibility scope.
Linked to Opportunities, Team members - Opportunities
Sales opportunities with lifecycle stage, expected value and expected close date.
Linked to Organizations, Team members, Accounts - Team members
Internal revenue and customer success team members with organization membership and role scope.
Linked to Organizations, Users
- Subscription reviews
Renewal risk reviews for subscription records tied to an opportunity.
Linked to Opportunities, Organizations - Opportunities
Sales opportunities with lifecycle stage, expected value and expected close date.
Linked to Organizations, Team members, Accounts - Organizations
Tenant organizations that own accounts, opportunities and subscription reviews.
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent operation receipts recording guarded action outcomes.
Linked to Opportunities
- Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Opportunities, Team members - Opportunities
Sales opportunities with lifecycle stage, expected value and expected close date.
Linked to Organizations, Team members, Accounts - Subscription reviews
Renewal risk reviews for subscription records tied to an opportunity.
Linked to Opportunities, Organizations - Team members
Internal revenue and customer success team members with organization membership and role scope.
Linked to Organizations, Users - Operation receipts
Idempotent operation receipts recording guarded action outcomes.
Linked to Opportunities
- Operation receipts
Idempotent operation receipts recording guarded action outcomes.
Linked to Opportunities - Opportunities
Sales opportunities with lifecycle stage, expected value and expected close date.
Linked to Organizations, Team members, Accounts - Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Opportunities, Team members - Subscription reviews
Renewal risk reviews for subscription records tied to an opportunity.
Linked to Opportunities, Organizations - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity.
Linked to Opportunities
Keys and references
Preserve the published identifiers and existing reference targets. Accounts.Code and Organizations.Code are business identifiers; confirm their mapping during migration. Opportunities.record number is the human reference for a sale. Subscription ID is text on subscription reviews, so agree how it maps to the customer’s subscription system. Repeated review rows can carry the same subscription identifier.
Users.User is a self-reference and team members.User resolves a member to their user. My Opportunities must resolve the signed-in user through that membership before comparing Opportunities.Owner. A view filter supplements server permissions; it does not grant access.
Exchange rates has ID, Currency, effective from, Rate and Overridden. Establish any conversion rule before using those values to compare recurring amounts. Preserve the original recurring values and the reporting basis used for each analysis.
Migration order
- Establish Organizations and Users, preserving user identities and self-reference mappings.
- Link team members to Organizations and Users; confirm active membership and role scope.
- Load Accounts with organization links, stable codes and eligibility context.
- Load Opportunities with Owner and Counterparty references resolved.
- Link relationship activities, record attachments and subscription reviews to their parent opportunities.
- Preserve review decisions and operation receipts as evidence with original revisions and operation keys. Load exchange rates from the agreed read-only source when needed.
Set up SaaS CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.