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CRM Schema Generator

Plan a CRM data model before your team builds. Describe the sales process and get a practical schema outline for contacts, companies, deals, activities, tasks, and dashboards.

Describe your use case

How to use this crm schema

Use this output as a starting point for INFORMAT. Paste the generated brief into the AI builder, review the generated tables and workflows, then refine fields, permissions, dashboards, and agent actions with your team.

  • Contact and company tables
  • Deal pipeline fields
  • Activity tracking
  • Approval workflow
  • Sales dashboards

Frequently Asked Questions

What is a CRM schema generator?

A CRM schema generator helps teams plan the tables, fields, relationships, and workflows needed for a customer relationship management system.

Can I build the generated schema in INFORMAT?

Yes. INFORMAT can turn the generated structure into database tables, forms, workflows, dashboards, APIs, and AI agents.