Non-Profit Membership Management
Complete non-profit organization management covering members, donations, volunteers, events, and programs
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Blueprints / CRM
Web Development Agency CRM
Complete end-to-end system covering all aspects of managing client relationships, projects, and resources for a web development agency
7 tables · 36 fields · 4 relationships
Database Schema
These are the tables this blueprint creates in your workspace, with their fields and the links between them.
Clients7 fields
- Company NameText
- Primary ContactText
- Contact EmailEmail
- Contact PhonePhone
- IndustryChoice
- AddressAddress
+ 1 more field
Linked toProjects
Projects6 fields
- ClientText
- Project DescriptionLong text
- Start DateDate
- End DateDate
- BudgetAmount
- StatusChoice
Linked toClients · Project Phases · Invoices · Communication Logs
Project Phases5 fields
- Phase NameText
- Phase DescriptionLong text
- Start DateDate
- End DateDate
- Resources AllocatedChoice
Linked toProjects
Project Resources4 fields
- Resource TypeChoice
- AvailabilityYes / No
- Hourly RateAmount
- SkillsChoice
Invoices6 fields
- Invoice NumberText
- ProjectText
- Issue DateDate
- Date RangeDate
- Total AmountAmount
- Payment StatusChoice
Linked toProjects
Communication Logs5 fields
- Associated ProjectText
- Contact PersonText
- Communication MethodChoice
- Communication DateDate
- SummaryRich text
Linked toProjects
Project Templates3 fields
- Template NameText
- Default PhasesChoice
- Estimated DurationDuration
How It Works
Step 1
Open Blueprints in Nixa
Go to Settings → Blueprints and find Web Development Agency CRM under Blueprints by Nixa.
Step 2
Review the changes
Nixa shows every table and relationship before anything is created, and asks you to choose when an item already exists in another form.
Step 3
Apply it
Once you approve, Nixa creates the tables, and your workspace records Web Development Agency CRM and its version as its starting point.
Step 4
Make it yours
Add fields, views, dashboards and plugins. When your setup is ready, generate your own blueprint to reuse it.
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See a blueprint applied to your own process
Book a demo and we will walk through the blueprint closest to your business. Already on Nixa? Workspace administrators find every blueprint under Settings → Blueprints.