Non-Profit Membership Management
Complete non-profit organization management covering members, donations, volunteers, events, and programs
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Blueprints / CRM
Advanced CRM System
Complete enterprise CRM solution showcasing all advanced field types with companies, contacts, deals, meetings, calls, territories, products, and analytics for comprehensive sales pipeline and relationship management.
5 tables · 59 fields · 4 relationships
Database Schema
These are the tables this blueprint creates in your workspace, with their fields and the links between them.
Companies14 fields
- WebsiteURL
- Industry CategoriesChoice
- Company SizeChoice
- Annual RevenueAmount
- Lead Quality ScoreRating
- Headquarters AddressAddress
+ 8 more fields
Linked toContacts · Deals · Meetings · Sales Activities
Contacts14 fields
- First NameText
- Last NameText
- Job TitleText
- DepartmentChoice
- Email AddressEmail
- Work PhonePhone
+ 8 more fields
Linked toCompanies
Deals12 fields
- Deal NameText
- Sales StageChoice
- Deal ValueAmount
- Win ProbabilityPercent
- Expected Close DateDate
- Deal TimelineDate
+ 6 more fields
Linked toCompanies
Meetings11 fields
- Meeting SubjectText
- Meeting TypeChoice
- Meeting Date & TimeDate
- DurationDuration
- Meeting LocationAddress
- Meeting URLURL
+ 5 more fields
Linked toCompanies
Sales Activities8 fields
- Activity TypeChoice
- Activity DateDate
- Time SpentTimer
- Activity OutcomeChoice
- Activity NotesRich text
- Follow-up DateDate
+ 2 more fields
Linked toCompanies
How It Works
Step 1
Open Blueprints in Nixa
Go to Settings → Blueprints and find Advanced CRM System 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 Advanced CRM System 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.
CRM
More CRM blueprints
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Construction CRM
A CRM system to manage clients, projects, sites, and staff for a construction company.
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.