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Blueprints

Consultant CRM

Consultant CRM

CRM
5 tables
Free
A CRM system for managing clients, mandates, invoices, payments, and travel activities.
Get StartedWatch Demo
5 tables

Database Schema

This blueprint creates 5 interconnected tables, ready to use in seconds.

5 entities3 connections
Clients
4 fields
Mandates
4 fields
Invoices
4 fields
Payments
4 fields
Travels
5 fields
Clients
4 fields
Mandates
4 fields• 1 relationships
Invoices
4 fields• 1 relationships
Payments
4 fields• 1 relationships
Travels
5 fields

How It Works

1
Sign Up Free

Create your workspace in seconds. No credit card required.

2
Apply Blueprint

Install the Consultant CRM blueprint from the marketplace with one click.

3
Customize

Add fields, change views, and adapt the schema to your workflow.

CRM

More CRM blueprints

Non-Profit Membership Management

Complete non-profit organization management covering members, donations, volunteers, events, and programs

CRM
8 tables
Comprehensive Professional and Legal Services CRM System

Complete end-to-end system for managing clients, invoices, contracts, payments, and human resource management in professional and legal services.

CRM
7 tables
Web Development Agency CRM

Complete end-to-end system covering all aspects of managing client relationships, projects, and resources for a web development agency

CRM
7 tables
Construction CRM

A CRM system to manage clients, projects, sites, and staff for a construction company.

CRM
4 tables

Ready to Simplify Your Work?

Install your first app in 30 seconds. No credit card required.

Get StartedWatch Demo
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