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- Hospitality CRM
- Data model
The tables behind Hospitality CRM
Hospitality 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
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and buyer:
Organizations owns Accounts and team members. Users supplies the member identity. Exchange rates stores effective read-only rates.
Commercial case:
Opportunities links to its organization, owner and counterparty account.
Request and activity:
Group stay inquiries and relationship activities each link to their parent opportunity.
Review and evidence:
Review decisions, record attachments and operation receipts retain decisions, files and guarded action outcomes against the opportunity.
Every table, by feature
- Organizations and accounts6
- Opportunity pipeline8
- Relationship activity4
- Group stay inquiries5
- Review and evidence6
- Operations overview6
- Organizations
Operating organizations (hotel groups, resorts and travel partners) that own accounts, opportunities and group-stay inquiries.
- Accounts
Customer and partner accounts (corporate travel buyers, agencies, event planners) eligible for hospitality opportunities.
Linked to Organizations - Team members
Internal hospitality sales and review team members with their organization membership and role.
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Hospitality sales opportunities with lifecycle stage, expected value, expected close date and revision guard.
Linked to Organizations, Team members, Accounts - Exchange rates
Read-only effective exchange rates for this app.
- Opportunities
Hospitality sales opportunities with lifecycle stage, expected value, expected close date and revision guard.
Linked to Organizations, Team members, Accounts - Accounts
Customer and partner accounts (corporate travel buyers, agencies, event planners) eligible for hospitality opportunities.
Linked to Organizations - Organizations
Operating organizations (hotel groups, resorts and travel partners) that own accounts, opportunities and group-stay inquiries.
- Team members
Internal hospitality sales and review team members with their organization membership and role.
Linked to Organizations, Users - Relationship activities
Qualification, proposal and negotiation activity history recorded against an opportunity.
Linked to Opportunities - Review decisions
Independent review decisions (approve, reject, return) recorded against an opportunity revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent operation receipts recording the outcome of each guarded action with its stable operation key.
Linked to Opportunities - Record attachments
Evidence files attached to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members
- Relationship activities
Qualification, proposal and negotiation activity history recorded against an opportunity.
Linked to Opportunities - Opportunities
Hospitality sales opportunities with lifecycle stage, expected value, expected close date and revision guard.
Linked to Organizations, Team members, Accounts - Team members
Internal hospitality sales and review team members with their organization membership and role.
Linked to Organizations, Users - Operation receipts
Idempotent operation receipts recording the outcome of each guarded action with its stable operation key.
Linked to Opportunities
- Group stay inquiries
Domain extension records requesting group-stay availability for a selected opportunity parent.
Linked to Opportunities, Organizations - Opportunities
Hospitality sales opportunities with lifecycle stage, expected value, expected close date and revision guard.
Linked to Organizations, Team members, Accounts - Organizations
Operating organizations (hotel groups, resorts and travel partners) that own accounts, opportunities and group-stay inquiries.
- Review decisions
Independent review decisions (approve, reject, return) recorded against an opportunity revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent operation receipts recording the outcome of each guarded action with its stable operation key.
Linked to Opportunities
- Review decisions
Independent review decisions (approve, reject, return) recorded against an opportunity revision.
Linked to Opportunities, Team members - Record attachments
Evidence files attached to an opportunity with visibility and evidence type.
Linked to Opportunities, Team members - Operation receipts
Idempotent operation receipts recording the outcome of each guarded action with its stable operation key.
Linked to Opportunities - Opportunities
Hospitality sales opportunities with lifecycle stage, expected value, expected close date and revision guard.
Linked to Organizations, Team members, Accounts - Team members
Internal hospitality sales and review team members with their organization membership and role.
Linked to Organizations, Users - Group stay inquiries
Domain extension records requesting group-stay availability for a selected opportunity parent.
Linked to Opportunities, Organizations
- Opportunities
Hospitality sales opportunities with lifecycle stage, expected value, expected close date and revision guard.
Linked to Organizations, Team members, Accounts - Group stay inquiries
Domain extension records requesting group-stay availability for a selected opportunity parent.
Linked to Opportunities, Organizations - Operation receipts
Idempotent operation receipts recording the outcome of each guarded action with its stable operation key.
Linked to Opportunities - Review decisions
Independent review decisions (approve, reject, return) recorded against an opportunity revision.
Linked to Opportunities, Team members - Relationship activities
Qualification, proposal and negotiation activity history recorded against an opportunity.
Linked to Opportunities - Exchange rates
Read-only effective exchange rates for this app.
Keys and references
Use the opportunity record number for the human-facing case and its internal identifier for linked records. Each child record’s parent reference points back to the opportunity. A review decision carries the source revision and reviewer; a receipt carries its stable operation key and expected revision. Keep these references during migration so a decision never appears to belong to a different buyer case.
Migration order
- Import operating organizations and effective exchange rates.
- Add users, team members and eligible buyer accounts under the correct organization.
- Import opportunities with their owner and counterparty references.
- Add group stay inquiries and relationship activities to their parent opportunities.
- Attach files, review decisions and operation receipts only after the parent cases and member references resolve.
- Reconcile sample cases before the first live review.
Set up Hospitality CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.