Relational database template
Build a relational agency CRM with a live pipeline
Create a practical CRM with linked companies, contacts, opportunities, activities, proposals, and useful pipeline views.
Make this with my informationOpens an editable creation brief. Nothing runs until you submit.
Input brief
A complete starting point, ready for your facts.
This template creates the relational foundation and the day-to-day views a small agency needs. Personalize the stages, services, ownership rules, and follow-up workflow before Huggle builds the database.
Creation recipe
Build a relational SQLite CRM database for a small creative agency. Create companies, contacts, opportunities, pipeline_stages, activities, proposals, users, and opportunity_owners tables with primary and foreign keys, constraints, timestamps, and practical indexes. Seed 15 companies, 24 contacts, 20 opportunities, and realistic activity history using fictional data. Add views for weighted pipeline, deals needing attention, upcoming follow-ups, win rate by source, and revenue by service. Include stage ordering, one primary contact per opportunity, proposal version/status, and validation-friendly fields. Make the default experience useful in grid and kanban views, with the pipeline board ordered New through Won/Lost.
What Huggle creates
- ✓ Relational schema with keys, constraints, and practical indexes
- ✓ Realistic fictional seed data across the core sales workflow
- ✓ Pipeline, follow-up, win-rate, and revenue views
What to bring
- • Sales stages, services, and ownership model
- • Fields required for companies, contacts, and opportunities
- • Reporting and follow-up views your team uses
How it works
From example to your finished artifact
- 01
Start from the proven recipe
Open Huggle with the complete creation brief already in the composer.
- 02
Add your context
Answer a few focused questions so the structure, content, and visual direction fit your situation.
- 03
Create and refine
Generate an editable artifact, then ask Huggle to revise it until it is ready to use.
Use the recipe
Make a version that belongs to your work.
Huggle will ask for the missing context, then create an editable database you can keep refining.
Make this with my informationFrequently asked questions
- What does the Agency CRM template create?
- Huggle generates relational schema with keys, constraints, and practical indexes; realistic fictional seed data across the core sales workflow; and pipeline, follow-up, win-rate, and revenue views.
- What information do I need to bring?
- To personalize this template, bring: sales stages, services, and ownership model; fields required for companies, contacts, and opportunities; and reporting and follow-up views your team uses. Huggle asks focused questions for anything that is missing.
- Can I edit the database after it is generated?
- Yes. The result is a fully editable database, not a static export. You can keep refining it in Huggle by asking for revisions, or edit it directly before you present, publish, or export it.
- How do I use this template?
- 1. Start from the proven recipe: Open Huggle with the complete creation brief already in the composer. 2. Add your context: Answer a few focused questions so the structure, content, and visual direction fit your situation. 3. Create and refine: Generate an editable artifact, then ask Huggle to revise it until it is ready to use.
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