CRM Entities

Entities for contacts, sales pipelines, pipeline stages, and deals.

Contact (OrganizationContact)

Column	Type	Description
name	string	Contact/company name
contactType	enum	CUSTOMER, CLIENT, LEAD, VENDOR, PARTNER
primaryEmail	string?	Primary email
primaryPhone	string?	Primary phone
imageUrl	string?	Avatar/logo
budget	number?	Client budget
budgetType	enum?	HOURS or COST
notes	string?	Notes

Relations: members (ManyToMany Employee), projects (OneToMany OrganizationProject), invoices (ManyToMany Invoice), tags (ManyToMany Tag)

Pipeline

Column	Type	Description
name	string	Pipeline name
description	string?	Description
isActive	boolean	Active status

Relations: stages (OneToMany PipelineStage)

PipelineStage

Column	Type	Description
name	string	Stage name
description	string?	Description
index	number	Order index
pipelineId	UUID	FK to pipeline

Relations: deals (OneToMany Deal)

Deal

Column	Type	Description
title	string	Deal title
probability	number?	Win probability (0-100)
stageId	UUID	FK to pipeline stage
clientId	UUID?	FK to contact
createdByUserId	UUID?	FK to creator

Relations: stage (ManyToOne PipelineStage), client (ManyToOne OrganizationContact)

Entity Relationships

Related Pages

• Pipeline & Deal Endpoints — API reference
• Contact Endpoints — contact API
• Sales Pipelines — feature guide