CRM Schema

Interactive diagram

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About this schema

Accounts (companies) have many contacts; leads are captured and converted into opportunities tied to an account; opportunities move through pipeline stages as deals, while activities (calls, emails, meetings) are logged against contacts and opportunities.

Schema (SQL)

CREATE TABLE users (
  id SERIAL PRIMARY KEY,
  name VARCHAR(120), email VARCHAR(255) UNIQUE
);
CREATE TABLE accounts (
  id SERIAL PRIMARY KEY,
  name VARCHAR(160) NOT NULL,
  industry VARCHAR(80), owner_id INT REFERENCES users(id)
);
CREATE TABLE contacts (
  id SERIAL PRIMARY KEY,
  account_id INT REFERENCES accounts(id),
  first_name VARCHAR(80), last_name VARCHAR(80),
  email VARCHAR(255), phone VARCHAR(40)
);
CREATE TABLE leads (
  id SERIAL PRIMARY KEY,
  name VARCHAR(160), email VARCHAR(255),
  source VARCHAR(60), status VARCHAR(30),
  owner_id INT REFERENCES users(id)
);
CREATE TABLE opportunities (
  id SERIAL PRIMARY KEY,
  account_id INT NOT NULL REFERENCES accounts(id),
  name VARCHAR(160), amount_cents INT,
  stage VARCHAR(40), close_date DATE,
  owner_id INT REFERENCES users(id)
);
CREATE TABLE activities (
  id SERIAL PRIMARY KEY,
  contact_id INT REFERENCES contacts(id),
  opportunity_id INT REFERENCES opportunities(id),
  type VARCHAR(30), notes TEXT, occurred_at TIMESTAMP
);

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