CRM Database Schema
Status: NON-FUNCTIONAL PROTOTYPE
Migrated from: Notion (managed-trust.com workspace)
Migration date: 2026-02-12
Review required: Yes
Purpose
Documentation of the CRM database structure as designed in Notion. This documents the schema and field definitions only — no actual contact data or PII is included.
| Field |
Type |
Description |
| Company |
Text |
Company name |
| Account Owner |
Person |
Assigned account owner |
| Activities |
Relation |
Linked activities |
| Added |
Date |
Date contact was added |
| Address |
Text |
Company address |
| Contracts |
Relation |
Linked contracts |
| Customer Type |
Select |
Enterprise Edition, Community, etc. |
| Email |
Email |
Contact email |
| InquiryType |
Select |
Bug Report, Feature Request, etc. |
| Last Contact |
Date |
Date of last interaction |
| Lead Source |
Select |
Website, Referral, Event, etc. |
| Payment Gateways |
Multi-select |
Payment methods |
| Phone |
Phone |
Contact phone |
| Point Person |
Text |
Primary contact name |
| Status |
Select |
Active Customer, Lead, Churned, etc. |
2. CRM Sales Pipeline
| Field |
Type |
Description |
| Deal Name |
Text |
Name of the deal |
| Account Owner |
Person |
Assigned owner |
| Activities |
Relation |
Linked activities |
| Close Date |
Date |
Expected close date |
| Customer |
Relation |
Linked contact |
| Deal Stage |
Select |
Prospecting, Proposal, Negotiation, Closed Won, Closed Lost |
| Deal Value |
Currency |
Deal monetary value |
3. Activities
| Field |
Type |
Description |
| Description |
Text |
Activity description |
| Assigned To |
Person |
Person responsible |
| Contacts |
Relation |
Linked contacts |
| Date |
Date |
Activity date |
| Deal |
Relation |
Linked deal |
| Follow-up Required |
Checkbox |
Whether follow-up is needed |
| Outcome |
Text |
Result of the activity |
4. Support Tickets
| Field |
Type |
Description |
| Ticket Name |
Text |
Ticket subject |
| Customer |
Relation |
Linked contact |
| Priority |
Select |
Low, Medium, High, Critical |
| Status |
Select |
Open, In Progress, Resolved, Closed |
| Category |
Select |
Technical, Billing, General, etc. |
5. License Renewal Management
| Field |
Type |
Description |
| Deal Name |
Text |
License name |
| Account Owner |
Person |
Assigned owner |
| Assigned To |
Person |
Person handling renewal |
| Close Date |
Date |
Renewal date |
| Consortium Partner in Charge |
Text |
Responsible partner |
| Customer |
Relation |
Linked contact |
| Deal Value |
Currency |
License value |
| Payment Status |
Select |
Pending, Paid, Overdue |
| Field |
Type |
Description |
| Company |
Text |
Submitter's company |
| Date |
Date |
Submission date |
| Email |
Email |
Submitter email |
| Message |
Text |
Form message |
| Name |
Text |
Submitter name |
| Phone |
Phone |
Contact phone |
| Principal IC ID |
Text |
Internet Computer identity |
| Social Media |
URL |
Social media profile |
| Status |
Select |
New, Sent to CRM, Processed |
| Type of Inquiry |
Select |
Inquiry type category |
7. Expenses Pipeline
| Field |
Type |
Description |
| Deal Name |
Text |
Expense name |
| Account Owner |
Person |
Assigned owner |
| Close Date |
Date |
Payment date |
| Customer |
Relation |
Linked entity |
| Deal Stage |
Select |
Pipeline stage |
| Deal Value |
Currency |
Amount |