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- E-commerce + CRM + Analytics + Support
- Data model
The tables behind E-commerce + CRM + Analytics + Support
E-commerce + CRM + Analytics + Support 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
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Customer and staff
Organizations, Accounts, Contacts, team members and Users establish the business, customer and actor context.
Sales work
Opportunities hold the deal; opportunity lines hold discussed items; Products supply item references; relationship activities hold touchpoints.
Retention and evidence
Retention follow ups hold planned customer contact. Review decisions record who decided. Operation receipts log workflow actions. Record attachments keep related files and links.
Every table, by feature
- Accounts and contacts4
- Products and opportunity lines4
- Opportunity pipeline6
- Relationship activities4
- Proposal activity6
- Outcome review5
- Retention follow-ups7
- Shared and settings1
- Accounts
A customer or partner company; sales tracks its status, location, and how much business it could bring.
Linked to Organizations - Contacts
A person at a customer or partner; sales and support use it to know who to call and their influence.
Linked to Accounts, Organizations - Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Organizations
A business unit or company using the system; anchors data to the right team and currency.
- Products
An item the company sells; used to look up pricing, SKU, and whether it's still offered.
Linked to Organizations - Opportunity lines
One product or item on a deal; sales lists what is being offered, at what price and quantity.
Linked to Opportunities, Products - Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A customer or partner company; sales tracks its status, location, and how much business it could bring.
Linked to Organizations
- Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A customer or partner company; sales tracks its status, location, and how much business it could bring.
Linked to Organizations - Contacts
A person at a customer or partner; sales and support use it to know who to call and their influence.
Linked to Accounts, Organizations - Team members
A person on staff; used to see who is active, their role, and how to reach them.
Linked to Organizations - Relationship activities
A task or touchpoint tied to a deal, like a call or follow-up; used to track what's due and what happened.
Linked to Opportunities, Team members, Organizations - Operation receipts
A logged operational event tied to a deal; used as proof that something actually happened.
Linked to Organizations, Opportunities, Team members
- Relationship activities
A task or touchpoint tied to a deal, like a call or follow-up; used to track what's due and what happened.
Linked to Opportunities, Team members, Organizations - Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Team members
A person on staff; used to see who is active, their role, and how to reach them.
Linked to Organizations - Operation receipts
A logged operational event tied to a deal; used as proof that something actually happened.
Linked to Organizations, Opportunities, Team members
- Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Opportunity lines
One product or item on a deal; sales lists what is being offered, at what price and quantity.
Linked to Opportunities, Products - Relationship activities
A task or touchpoint tied to a deal, like a call or follow-up; used to track what's due and what happened.
Linked to Opportunities, Team members, Organizations - Operation receipts
A logged operational event tied to a deal; used as proof that something actually happened.
Linked to Organizations, Opportunities, Team members - Record attachments
A file or link attached to a deal, such as a document or screenshot kept for reference.
Linked to Opportunities, Organizations, Retention follow ups - Contacts
A person at a customer or partner; sales and support use it to know who to call and their influence.
Linked to Accounts, Organizations
- Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Operation receipts
A logged operational event tied to a deal; used as proof that something actually happened.
Linked to Organizations, Opportunities, Team members - Opportunity lines
One product or item on a deal; sales lists what is being offered, at what price and quantity.
Linked to Opportunities, Products - Relationship activities
A task or touchpoint tied to a deal, like a call or follow-up; used to track what's due and what happened.
Linked to Opportunities, Team members, Organizations - Accounts
A customer or partner company; sales tracks its status, location, and how much business it could bring.
Linked to Organizations
- 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 recorded decision made while reviewing a deal, including who decided and why.
Linked to Opportunities, Team members, Retention follow ups, Organizations - Operation receipts
A logged operational event tied to a deal; used as proof that something actually happened.
Linked to Organizations, Opportunities, Team members - Relationship activities
A task or touchpoint tied to a deal, like a call or follow-up; used to track what's due and what happened.
Linked to Opportunities, Team members, Organizations - Record attachments
A file or link attached to a deal, such as a document or screenshot kept for reference.
Linked to Opportunities, Organizations, Retention follow ups - Opportunities
A deal in progress with an organization; sales tracks its value, stage, and expected close date.
Linked to Organizations, Team members, Accounts, Contacts - Accounts
A customer or partner company; sales tracks its status, location, and how much business it could bring.
Linked to Organizations
Keys and references
Each opportunity points to its organization, owner and customer account. A primary contact is optional. Opportunity lines and relationship activities point to their parent opportunity. A retention follow-up also points to an opportunity, organization and owner, with an optional account. Review decisions point to an opportunity and reviewer and can point to a follow-up. Receipts can point to an opportunity and actor. These links let a reviewer trace a decision back to the customer conversation that prompted it.
Migration order
- Load Organizations, team members and Users, and confirm the active people and organization codes.
- Load Accounts and Contacts, checking account links and current status.
- Load Products, then Opportunities with owners and counterparties.
- Load opportunity lines and relationship activities against the right opportunities.
- Load retention follow ups, review decisions, operation receipts and record attachments with their parent references.
Set up E-commerce + CRM + Analytics + Support your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.