crm

name	crm
description	Contacts, companies, and contact-company relationships for customer management

CRM

Contacts, companies, and the many-to-many relationship between them. Contacts represent external people you do business with (not application users). Companies represent the organizations those contacts belong to.

Tables

contacts

Column	Type	Description
id	uuid	Primary key
org_id	uuid	FK to organizations
owner_id	uuid	FK to users. The user responsible for this contact
first_name	text	Contact first name
last_name	text	Contact last name
email	text	Email address
phone	text	Phone number
type	contact_type	Lifecycle stage: lead, prospect, customer, partner, or other
title	text	Job title
source	text	How this contact was acquired (e.g. website, referral, trade show)
avatar_url	text	URL to avatar image
address_line1	text	Street address line 1
address_line2	text	Street address line 2
city	text	City
state	text	State or province
postal_code	text	Postal or zip code
country	text	Country
created_at	timestamptz	Row creation timestamp
updated_at	timestamptz	Last update timestamp (auto-set by trigger)
metadata	jsonb	Arbitrary JSON

companies

Column	Type	Description
id	uuid	Primary key
org_id	uuid	FK to organizations
owner_id	uuid	FK to users. The user responsible for this company
name	text	Company name
domain	text	Company web domain
industry	text	Industry vertical
size	text	Company size bracket (e.g. 1-10, 11-50, 51-200)
website	text	Full website URL
phone	text	Phone number
address_line1	text	Street address line 1
address_line2	text	Street address line 2
city	text	City
state	text	State or province
postal_code	text	Postal or zip code
country	text	Country
annual_revenue	numeric	Estimated annual revenue in cents or smallest currency unit
created_at	timestamptz	Row creation timestamp
updated_at	timestamptz	Last update timestamp (auto-set by trigger)
metadata	jsonb	Arbitrary JSON

contact_companies

Column	Type	Description
id	uuid	Primary key
org_id	uuid	FK to organizations
contact_id	uuid	FK to contacts
company_id	uuid	FK to companies
title	text	Contact's role or title at this company
is_primary	boolean	Whether this is the contact's current primary company
started_at	date	When the contact started at this company
ended_at	date	When the contact left this company
created_at	timestamptz	Row creation timestamp
updated_at	timestamptz	Last update timestamp (auto-set by trigger)
metadata	jsonb	Arbitrary JSON

Unique constraint on (contact_id, company_id).

Enums

contact_type

Value	Description
lead	Initial contact, not yet qualified
prospect	Qualified and actively being pursued
customer	Converted to a paying customer
partner	Business partner or collaborator
other	Does not fit the other categories

Row-Level Security

All tables have RLS enabled and are scoped to the current user's organization via get_user_org_id().

• contacts: SELECT/INSERT/UPDATE for own org. DELETE requires admin.
• companies: SELECT/INSERT/UPDATE for own org. DELETE requires admin.
• contact_companies: SELECT/INSERT/UPDATE for own org. DELETE requires admin.

Dependencies

• identity -- organizations, users, and RLS helper functions

Example Queries

Get all contacts at a specific company:

SELECT c.first_name, c.last_name, c.email, cc.title
FROM contacts c
JOIN contact_companies cc ON cc.contact_id = c.id
WHERE cc.company_id = '<company_id>'
  AND cc.is_primary = true
ORDER BY c.last_name;

Search contacts by type with company info:

SELECT
  c.first_name || ' ' || coalesce(c.last_name, '') AS name,
  c.email,
  c.type,
  co.name AS company
FROM contacts c
LEFT JOIN contact_companies cc ON cc.contact_id = c.id AND cc.is_primary = true
LEFT JOIN companies co ON co.id = cc.company_id
WHERE c.type = 'lead'
ORDER BY c.created_at DESC;

List all companies with their primary contact count:

SELECT
  co.name,
  co.industry,
  co.size,
  count(cc.id) AS contact_count
FROM companies co
LEFT JOIN contact_companies cc ON cc.company_id = co.id AND cc.is_primary = true
WHERE co.org_id = get_user_org_id()
GROUP BY co.id, co.name, co.industry, co.size
ORDER BY contact_count DESC;

Find contacts without a company association:

SELECT c.first_name, c.last_name, c.email, c.type, c.source
FROM contacts c
LEFT JOIN contact_companies cc ON cc.contact_id = c.id
WHERE c.org_id = get_user_org_id()
  AND cc.id IS NULL
ORDER BY c.created_at DESC;

Get a contact's full company history:

SELECT
  co.name AS company,
  cc.title,
  cc.started_at,
  cc.ended_at,
  cc.is_primary
FROM contact_companies cc
JOIN companies co ON co.id = cc.company_id
WHERE cc.contact_id = '<contact_id>'
ORDER BY cc.started_at DESC NULLS FIRST;