DEV Community
Follow
How We Structure a Small-Business CRM Database (Tables You'll Actually Need)
A successful small-business CRM relies on a clean database structure rather than complex code. The core of an effective custom CRM for 90% of businesses involves five minimal tables. The "contacts" table stores information for every person a business interacts with. The "deals" table tracks each potential sale, including its current stage in the pipeline. "Activities" records all interactions related to a deal, such as calls or follow-ups. A "products" table lists all items a business sells, along with their prices. Finally, "deal_items" links specific products and quantities to each deal. This structure prevents data duplication, ensuring efficiency. The "stage" column in the "deals" table is crucial for managing the sales pipeline and updating reports automatically. The "next_follow_up" field in "activities" is invaluable for scheduling daily tasks and preventing leads from going cold. Additional features, like user roles or invoice tables, are added only as specific business needs arise. ZahrionTech specializes in building custom CRM systems with this approach for small businesses globally.