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📣 Marketing, CRM & Support · Database ERD

CRM Sales Pipeline Schema

Tables for a B2B sales CRM: accounts, contacts, leads, opportunities moving through stages, activities and quotes.

More Marketing, CRM & Support templates

Drawing diagram…

What this diagram shows

  • Leads convert into contacts and opportunities
  • Opportunities record their stage and expected value
  • Every call, meeting and email is logged as an activity

Prompt used

CRM database: accounts (companies) have contacts; leads are converted into a contact and an opportunity; opportunities belong to an account, have an owner, a stage, amount and close date; activities (calls, meetings, emails) link to contacts and opportunities; quotes with line items belong to an opportunity.

Mermaid code
erDiagram
  ACCOUNT ||--o{ CONTACT : employs
  ACCOUNT ||--o{ OPPORTUNITY : has
  LEAD ||--o| CONTACT : "converts to"
  SALES_USER ||--o{ OPPORTUNITY : owns
  OPPORTUNITY ||--o{ ACTIVITY : logs
  CONTACT ||--o{ ACTIVITY : involves
  OPPORTUNITY ||--o{ QUOTE : receives
  QUOTE ||--|{ QUOTE_ITEM : contains
  ACCOUNT {
    int id PK
    string name
    string industry
    string city
  }
  CONTACT {
    int id PK
    int account_id FK
    string name
    string email
  }
  LEAD {
    int id PK
    string name
    string source
    string status
  }
  SALES_USER {
    int id PK
    string name
    string team
  }
  OPPORTUNITY {
    int id PK
    int account_id FK
    int owner_id FK
    string stage
    decimal amount
    date close_date
  }
  ACTIVITY {
    int id PK
    int opportunity_id FK
    int contact_id FK
    string type
    datetime happened_at
  }
  QUOTE {
    int id PK
    int opportunity_id FK
    decimal total
    string status
  }
  QUOTE_ITEM {
    int id PK
    int quote_id FK
    string product
    int quantity
    decimal price
  }

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