The data model

It takes the shape of your business.

Other CRMs hand you an object builder and call it flexibility. Green Trees has no schema screens at all: you describe how your business works, in a sentence, and the workspace molds to it — no preset rules, no admin, no migration for every new idea.

Say it. It exists.

There is no “Create attribute” form, no type dropdown, no Object Manager. The schema is conversational — a field exists the moment you name it, on the records you name it for, and it’s ready to filter, report, and enroll on immediately.

GT, add a contract-end-date field to companies.
GT, track which distributor each account buys through, and who owns the renewal.
GT, score every account 1–100 on fit and keep a “why” note next to the score.

A trunk, then branches

The spine is deliberately steady — companies, people, deals, and the record of everything that happened — because that’s what makes migration one conversation and reports computable on day one. Everything above the trunk grows the way you grow it.

The trunk

Companies · people · deals

The shapes every book shares, linked from the start — so “pull up Acme” returns the company, its people, its deals, and its whole history in one ask.

Branches

Fields on demand

Renewal dates, territories, fit scores, distributor, seats, anything — named in a sentence, filed with a receipt, never waiting on an admin.

Living lists

Segments that maintain themselves

“Prospects scored 70+ we haven’t touched in 30 days” is a definition, not a snapshot — it stays true as the book changes.

Memory

Notes carry anything

The $214 lunch, the CEO’s dog’s name, the objection from the demo — filed where it belongs and surfaced when you brief.

Rules, yours

Standing instructions

“Never email a prospect on Fridays. Round deal values to the nearest $500.” Said once, honored by every seat — your operating rules live in the workspace, not in configuration.

Honest matching

Loose where humans are loose

“Acme” finds Acme Industrial LLC. Records dedupe on file, never overwrite, and unknown fields stay honestly unknown.

No preset rules

No required fields you didn’t ask for. No validation walls. No picklists to pre-approve, no layouts to assign, no permission matrix to design before the first record files. The model starts as taste and becomes exactly — only — what your business needs, one sentence at a time. Every change keeps a receipt, so molding the workspace never loses its history.

0schema screens · there is no object manager
1sentence to add a field, a rule, or a list
everychange receipted — who asked, what changed
yoursthe whole book exports and leaves with you

Already linked, one hop away

Person to company, company to deals, deals to every call and email that touched them — the associations exist by construction, not by dropdown. Reads execute beside the data and answer in one network round trip, live against the current state of the book. How the engine does it

Connect your AIBring your book over