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      • NocoBase CRM 2.0 Solution

      A modular sales management system based on the NocoBase low-code platform, with AI employee-assisted decision-making.

      1. Background

      Challenges Sales Teams Face

      Enterprise sales teams often encounter these problems in daily operations: inconsistent lead quality makes rapid screening difficult, opportunity follow-ups are easily missed, customer information is scattered across emails and various systems, sales forecasting relies entirely on experience, and quote approval processes are non-standardized.

      Typical Scenarios: Rapid lead evaluation and assignment, opportunity health monitoring, customer churn alerts, multi-level quote approval, and linking emails with customers/opportunities.

      Target Users

      B2B sales, project-based sales, and international trade sales teams in small-to-medium and medium-to-large enterprises. These organizations are upgrading from Excel/email management to systematic management and have high requirements for customer data security.

      Limitations of Existing Solutions

      • High cost: Salesforce/HubSpot charge per seat, which is difficult for SMEs to afford.
      • Feature overload: Large CRMs have bloated features and high learning costs; less than 20% of features are actually used.
      • Difficult to customize: SaaS systems are hard to adapt to a company's own business processes—even changing a field requires a formal process.
      • Data security: Customer data stored on third-party servers poses compliance and security risks.
      • High self-development cost: Traditional custom development has long cycles and high maintenance costs, making it difficult to adjust quickly when business changes.

      2. Differentiated Advantages

      Mainstream products on the market: Salesforce, HubSpot, Zoho CRM, Odoo CRM, SuiteCRM, etc.

      Platform-level advantages:

      • Configuration-first: Data models, page layouts, and business processes are all configurable via UI—no code required.
      • Low-code rapid building: Faster than custom development and more flexible than SaaS.
      • Modular and decomposable: Each module is independently designed and can be trimmed as needed; the minimum viable setup requires only Customer and Opportunity modules.

      What traditional CRMs can't do or have prohibitive costs for:

      • Data sovereignty: Self-hosted deployment ensures customer data is stored on your own servers, meeting compliance requirements.
      • Native AI employee integration: AI employees are deeply embedded in business pages and automatically perceive data context, rather than just being "an AI button."
      • All designs can be replicated: Users can extend the solution based on templates independently, without vendor dependency.

      3. Design Principles

      • Low cognitive cost: Simple interface with core features visible at a glance.
      • Business before technology: Focus on sales scenarios rather than technical showmanship.
      • Evolvable: Supports phased rollouts and gradual improvements.
      • Configuration-first: If it can be configured, don't write code.
      • Human-AI collaboration: AI employees assist in decision-making rather than replacing the judgment of sales personnel.

      4. Solution Overview

      Core Capabilities

      • Full-process management: Lead → Opportunity → Quotation → Order → Customer Success.
      • Modular and trimmable: Full version has 7 modules; minimum viable setup requires only 2 core modules.
      • Multi-currency support: Automatic conversion for CNY/USD/EUR/GBP/JPY.
      • AI assistance: Lead scoring, win rate prediction, and next-best-action suggestions.

      Core Modules

      ModuleRequiredDescriptionAI Assistance
      Customer Management✅Customer profiles, contacts, account hierarchyHealth assessment, churn alerts
      Opportunity Management✅Sales funnel, stage progression, activity recordsWin rate prediction, next-step suggestions
      Lead Management-Lead entry, status flow, conversion trackingSmart scoring
      Quotation Management-Multi-currency, version management, approval workflows-
      Order Management-Order generation, payment tracking-
      Product Management-Product catalog, categories, tiered pricing-
      Email Integration-Send/receive emails, CRM associationSentiment analysis, summary generation

      Solution Trimming

      • Full Version (All 7 modules): For B2B sales teams with complete processes.
      • Standard Version (Customer + Opportunity + Quotation + Order + Product): For SME sales management.
      • Lite Version (Customer + Opportunity): For simple customer and opportunity tracking.
      • International Trade Version (Customer + Opportunity + Quotation + Email): For international trade enterprises.

      5. AI Employees

      The CRM system comes pre-configured with 5 AI employees deeply embedded in business pages. Unlike generic AI chat tools, they automatically recognize the data you are currently viewing—whether it's a lead list, opportunity details, or email records—without the need for manual copy-pasting.

      How to use: Click the AI floating ball in the bottom right of the page, or click the AI icon next to a block to summon the corresponding employee. You can also preset common tasks for each employee to trigger them with one click next time.

      EmployeeRoleTypical Use in CRM
      VizInsight AnalystLead channel analysis, sales trends, pipeline health
      EllisEmail ExpertDrafting follow-up emails, generating communication summaries
      LexiTranslation AssistantMultilingual emails, international customer communication
      DaraVisualization ExpertReport and chart configuration, dashboard building
      OrinTask PlannerDaily priorities, next-step action suggestions

      Business Value of AI Employees

      Value DimensionSpecific Impact
      EfficiencyLead scoring is completed automatically, saving manual screening; follow-up emails are drafted with one click.
      EmpowermentSales data analysis is always at your fingertips without waiting for the data team to generate reports.
      Communication QualityProfessional emails + AI polishing; seamless multilingual communication for international trade teams.
      Decision SupportReal-time win rate judgment and next-step suggestions reduce opportunity loss due to missed follow-ups.

      6. Highlights

      Modular and Decomposable — Each module is independently designed and can be toggled individually. The minimum configuration requires only Customer and Opportunity modules; use only what you need.

      Complete Sales Loop — Lead → Opportunity → Quotation → Order → Payment → Customer Success. Data is integrated across the entire chain, eliminating the need to switch between multiple systems.

      Native AI Employee Integration — Not just "an AI button," but 5 AI employees integrated into every business page, automatically obtaining current data context to trigger analysis and suggestions with one click.

      Deep Email Integration — Emails are automatically associated with customers, contacts, and opportunities. Supports Gmail and Outlook, with multiple English email templates covering common sales scenarios.

      Multi-currency Support — Supports CNY/USD/EUR/GBP/JPY with configurable exchange rate conversion, suitable for international and multinational sales teams.

      7. Installation and Usage

      Use the NocoBase migration management feature to migrate the CRM application package to the target environment with one click.

      Ready out of the box: Pre-configured Collections, Workflows, and dashboards, with multi-role views (Sales Manager/Sales Rep/Executive). 37 email templates cover common sales scenarios.

      8. Roadmap

      • Opportunity Automation: Stage progression triggers notifications, and stagnant opportunities trigger automatic alerts to reduce manual monitoring.
      • Approval Workflows: Multi-level Quotation approval workflows with support for mobile approvals.
      • AI Automation: AI employees embedded in Workflows to support automatic background execution for unattended lead scoring and opportunity analysis.
      • Mobile Adaptation: Mobile-friendly interface for following up with customers anytime, anywhere.
      • Multi-tenant Support: Horizontal expansion via Multi-workspace/Multi-app to allow independent operation for different sales teams.

      Document Version: v2.0 | Last Updated: 2026-02-06