Non-Profit Membership Management
Complete non-profit organization management covering members, donations, volunteers, events, and programs
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Blueprints / CRM
Consultant CRM
A CRM system for managing clients, mandates, invoices, payments, and travel activities.
5 tables · 21 fields · 3 relationships
Database Schema
These are the tables this blueprint creates in your workspace, with their fields and the links between them.
Clients4 fields
- Contact PersonText
- EmailEmail
- PhonePhone
- AddressLong text
Linked toMandates
Mandates4 fields
- DescriptionLong text
- Start DateDate
- End DateDate
- ClientText
Linked toClients · Invoices
Invoices4 fields
- Invoice NumberText
- AmountNumber
- Issue DateDate
- MandateText
Linked toMandates · Payments
Payments4 fields
- Payment DateDate
- AmountNumber
- InvoiceText
- Payment MethodChoice
Linked toInvoices
Travels5 fields
- DestinationText
- Departure DateDate
- Return DateDate
- PurposeLong text
- NotesLong text
How It Works
Step 1
Open Blueprints in Nixa
Go to Settings → Blueprints and find Consultant 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 Consultant 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.