Built on the NocoBase no-code platform. Covers six modules: CRM, sales management, help desk, project management, IT asset management, and HR. Ready out of the box — no procurement decisions, no integration project between multiple systems.
CRM, sales management, help desk, project management, IT asset management, and HR — the full business loop lives in a single system
Open-source CRM: full pipeline from lead to follow-up, conversion, merge and dedupe; customer 360 view aggregates orders, tickets, projects, and assets.
Sales orders end to end: quotes, orders, invoices, payments. Built-in approval workflow and accounts receivable analysis.
Customer issue reporting, dispatch, handling, and satisfaction review. SLA timing, priority management, and granular wait reasons.
Lightweight project tracking with project + task two-level management. Owners, progress, milestones, and overdue alerts.
Full lifecycle management of IT and office assets — procurement, assignment, maintenance, disposal — backed by a vendor ledger.
Employee records, onboarding, offboarding, leave, and probation tracking, aligned with position and department structure.
Built on NocoBase 2.x with AI, workflow, multi-language, and multi-workspace capabilities
Built-in AI roles such as Lina (localization), Lexi (translation), and Atlas (collaboration), invoked per business scenario.
20+ languages built in — Chinese, English, Japanese, Korean, German, French, and more — with full UI translation.
Approval, notification, SLA timing, and scheduled triggers. Visual orchestration — no code needed to configure rules.
One system serves multiple teams or stores with isolated data and independently managed permissions.
Nine preset AI employees covering typical business roles, with MCP-based extensibility for external agents
Where the integrated suite fits especially well
Business spans sales, service, and projects. Teams want one system to see the whole picture instead of switching between separate tools.
Stores handle sales, after-sales, and project delivery. Many business lines, limited headcount — standalone tools come with high coordination cost.
The business model is not yet locked in. Avoid committing too early to a single tool — the integrated platform can be used immediately and iterated as needs evolve.
A complete reference for NocoBase platform capabilities. Suitable for internal training, solution walkthroughs, and proof of concept across typical business processes.
Three steps to deploy and start using the all-in-one suite
Follow the official guide to deploy NocoBase locally or on a server
Detailed restore steps, FAQs, and notes — currently in preparation
After restore, all six modules are populated with preset data
An integrated business system built on NocoBase 2.x. The template can be used and extended as is; contact us if you need a deeper, business-specific customization.