Dopia's data model

Dopia keeps three tables — Companies, Contacts and Deals — and one living memory behind every record in them. Understanding that split is most of what you need: the tables are what you filter and report on, the memory is what you and the agents actually read.

The three tables

Companies are the organisations you sell to, keyed on their domain. Contacts are the people at them, keyed on email address. Deals are the specific opportunities — one company can have several over time.

They connect the obvious way: a contact belongs to a company, a deal belongs to a company and involves one or more contacts. You never wire that up by hand. A new email from someone at a new domain creates the contact and the company together, already linked.

Fields

Each table has fields, the way a spreadsheet has columns. Some carry meaning the rest of Dopia depends on — these are the ones on Deals:

Field	What it does
Stage	Lead · Qualified · Demo · Proposal · Negotiation · Closed Won · Closed Lost
Value	The amount, in your currency
Close date	When you expect it to land
Owner	Whose number it counts toward
Probability	Percentage, seeded from the stage
Forecast category	Pipeline · Best Case · Commit · Closed · Omitted

Your revenue reporting is computed from exactly these. A deal counts as closed revenue when its stage is Closed Won and its close date falls in the current period; the forecast on Your desk is your open deals grouped by forecast category.

Records keep themselves

You are not the one maintaining these. A deal's stage moves after the meeting that moved it; last touch is rewritten when the thread moves; a new person on a thread arrives as a contact. Duplicates are resolved on the way in, on email address and domain, so the same person arriving from three places stays one record.

The memory behind each record

Open any record and you get two halves. On one side, the fields above. On the other, that customer's memory: every email, meeting, call and note that has ever involved them, in order, continuously re-read as new signal arrives.

The memory is the part the agents work from. When a draft references what someone said in a call six weeks ago, this is where it came from. And it is why a stale CRM field is less damaging here than elsewhere — the story is intact even when a column is not.

Where records come from

Three sources, all automatic:

• Your mailbox and calendar — see Email & calendar sync.
• Stripe — see Connect Stripe.
• Your own asks — research a set of buyers in chat and the ones worth keeping become records with the evidence attached.