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Database Schema

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PHPCRM edited this page Dec 1, 2025 · 1 revision

🗄 Database Schema

PHPCRM uses a clean and optimized MySQL database design.
Each table serves a dedicated CRM function such as leads, customers, tasks, users and system operations.

Below is the complete database schema overview with table purpose.

📋 Table Overview

Table Name Purpose
users CRM users / admin login
customers Customer details and business information
leads Lead / enquiry records before conversion
tasks Follow-ups, reminders and assigned tasks
notes Notes and communication history
settings General application configuration

🧩 Table Descriptions

🔹 users

Stores login credentials and user profile information.

Column Description
id Primary key
name Full name
email Login email
password Hashed password
role User role (admin/standard)
created_at Record created timestamp

🔹 customers

Stores customer database information.

Column Description
id Primary key
name Customer name
phone Contact number
email Email
address Address / location
created_by Which user added the customer
created_at Timestamp

🔹 leads

Tracks enquiries / sales opportunities before conversion to customers.

Column Description
id Primary key
name Person / company name
phone Contact number
email Email
status Lead stage (new / working / converted / closed)
source Lead origin (website / phone / campaign etc.)
assigned_to User handling the lead
created_at Timestamp

🔹 tasks

Stores tasks / follow-ups / reminders.

Column Description
id Primary key
lead_id / customer_id Related record
task Task description
due_date Target date
status Pending / completed
assigned_to Staff member
created_at Timestamp

🔹 notes

Stores communication history with leads / customers.

Column Description
id Primary key
lead_id / customer_id Associated record
note Note / update text
created_by User who logged note
created_at Timestamp

🔹 settings

Stores CRM-wide basic configurations.

🔄 Relationships

  • One Lead can have multiple Tasks
  • One Lead can have multiple Notes
  • One Customer can have multiple Tasks
  • One Customer can have multiple Notes
  • Each record contains created_by or assigned_to referring to users table

🧠 Design Philosophy

  • Lightweight database
  • No unnecessary columns
  • Easy to extend with migration support
  • Developer-friendly modification

📌 Next Step

For guidelines on adding new fields or modules →
📍 See Customization Guide (coming next)

If you want to understand modules →
📍 See Modules Overview

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