Flexible und Leistungsstarke
No-Code-CRM-Plattform

Direkt einsatzbereit und zugleich stark anpassbar fuer Ihre individuellen Anforderungen. Erweitern Sie Felder, Bloecke und Seiten, um die passende Loesung fuer Ihr Unternehmen aufzubauen, waehrend Sie die volle Kontrolle ueber Ihre Daten behalten.

Erstellt mit NocoBase 1.x (2.0 in Entwicklung)
Branchen: Alle Branchen
Entwickler: NocoBase

Was NocoBase CRM Besonders Macht

Im Unterschied zu SaaS-Produkten und anderen geschlossenen CRM-Systemen ist NocoBase CRM flexibel und vollstaendig unter Ihrer Kontrolle

Komplett No-Code

Keine Programmierkenntnisse fuer die Anpassung des CRM erforderlich

Deckt Typische CRM-Funktionen Ab

Kundenverwaltung, Vertriebspipeline, Opportunity-Tracking, Kontakte, E-Mail-Kommunikation, Freigaben und mehr

Leicht Anpassbar und Erweiterbar

Unterstuetzt benutzerdefinierte Felder, Prozesse und Geschaeftslogik; die flexible Architektur erleichtert Weiterentwicklungen

Open Source und Volle Datenkontrolle

Volle Kontrolle ueber Systemcode und Daten fuer mehr Sicherheit und Unabhaengigkeit im Unternehmen

NocoBase CRM Schnell Ausprobieren

Mit nur wenigen Klicks einen direkten Eindruck gewinnen

Datenvisualisierung im Dashboard
Lead-Conversion-Prozess
Opportunity to Order

Extend CRM Functionality in 3 Steps

Using intelligent follow-up reminders as an example, experience how to implement feature extensions with no-code.

01. Add Data Fields
02. Configure UI & Interactions
03. Create Automated Workflow
NocoBase 演示界面
NocoBase 演示界面
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Step 1: Extension - Add New Fields & Interactions to CRM
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
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Step 2: Automation - Create Workflow Connections
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
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Step 3: Validation - Test New Automation Features
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面
NocoBase 演示界面

CRM Development & Extension Tutorial

Learn how to use NocoBase to build and extend professional CRM systems

Basic Setup & Customization

Learn to create data models, customize field relationships, configure permissions and interface layouts

Data Analysis & Visualization

Build sales data analysis dashboards for performance monitoring and data visualization

Process Automation

Set up workflows to automate sales processes, approval workflows and business rules

System Integration & Extension

Integrate third-party systems, mobile adaptation and other advanced extension features

Commercial Plugins in CRM

CRM core is open source, commercial plugins enrich functionality

Data Visualization: ECharts
By NocoBase

Utilize ECharts for data visualization, supporting more chart types and offering user-friendly configuration. Details

Email Manager
By NocoBase

Connect NocoBase to corporate email accounts like Gmail and Outlook, and be able to receive and send emails just like in other CRM products. Details

Workflow: Approval event
By NocoBase

Triggered when an approval request is initiated through an action button or API. Dedicated to the approval process, with exclusive approval node and block for managing documents and tracking processing processes. Details

Custom variables
By NocoBase

Support for adding and using custom variables. Details

Block: Tree
By NocoBase

Use the tree component to present data as filter blocks that can be connected to other data blocks. Details

Workflow: JSON variable mapping node
By NocoBase

Used for mapping any JSON data to structured variables for usage in subsequent nodes. Details

More plugins coming soon

We are developing more useful commercial plugins, stay tuned

How to Use?

Three steps to quickly deploy NocoBase CRM to your environment

Install NocoBase

Follow our installation documentation to deploy NocoBase to your server

Download CRM Template File

Get the complete template file for NocoBase CRM system, supporting two formats

Restore in System

Import the template file into your NocoBase system to complete deployment

Ready to Use NocoBase CRM?

Deploy a dedicated CRM demo in 1 minute. From configuring data structures to interface layouts to process logic, all of this is completed through NocoBase's visual configuration without writing a single line of code.