Core Entities
Full List of Ideas:
- Contacts
- People
- Companies
- Organizations
- Tools
- Clients
- Interactions
- Products
- Services
- Offerings
- Leads
- Opportunities
- Accounts
- Sales
- Payments
- Transactions
- Documents
- Proposals
- Invoices
- Quotes
- Proposals
- Contracts
- Statement of Work
- Roadmaps
- Project Support
- Images
- Brand Assets
- Campaigns
Must Have
- Contacts (People, Companies, or Internal): Central to any CRM, the Contact entity includes basic contact details with links to interactions, accounts, and transactions.
- Clients and Companies: For managing client-company relationships, tracking which contacts are associated with which clients or companies.
- Partners and Affiliates
- Interactions Track all forms of interaction and communication and notes (Meetings, Emails, Calls, Texts, etc.)
- Opportunities and Leads: For sales tracking from potential lead through to opportunity development.
- Products & Services: Essential for linking what you offer to sales opportunities, proposals, and transactions.
- Documents (Quotes, Invoices, Contracts, Proposals, etc.): Necessary for handling sales documents directly linked to transactions and client communications
Could Have
- Offerings, Proposals: - More detailed breakdowns of potential sales or service contracts.
- Account: To manage detailed account information and financial transactions.
- Campaign: For marketing efforts and analysis.
Unsure
- Images, Brand Assets: Useful for marketing but not essential for a minimal viable product.
- Statement of Work, Roadmap: Important for project management but can be integrated later.