Ready to use out of the box, with powerful customization to fit your unique needs. Extend fields, blocks, and pages to build the perfect solution for your business—all while keeping full control of your data.
Unlike SaaS and other CRM systems, NocoBase CRM is flexible and fully controlled
No programming skills required for CRM customization
Customer management, sales pipeline, opportunity tracking, contact management, email communication, approval processes and more
Supports custom fields, processes and business logic, flexible architecture makes "secondary development" simple
Complete control over system code and data, ensuring enterprise data security
Quick experience with just a few clicks
Using intelligent follow-up reminders as an example, experience how to implement feature extensions with no-code.
Learn how to use NocoBase to build and extend professional CRM systems
Learn to create data models, customize field relationships, configure permissions and interface layouts
Build sales data analysis dashboards for performance monitoring and data visualization
Set up workflows to automate sales processes, approval workflows and business rules
Integrate third-party systems, mobile adaptation and other advanced extension features
CRM core is open source, commercial plugins enrich functionality
Utilize ECharts for data visualization, supporting more chart types and offering user-friendly configuration. Details
Provides comment collection template to add commenting functionality for any collection.
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
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
Enhance data import capabilities with support for asynchronous imports, million-row record imports, duplicate data identification and processing, data updates, and workflow triggers. Details
Enhance data export capabilities with support for asynchronous exports, million-row record exports, and attachment exports. Details
Use the tree component to present data as filter blocks that can be connected to other data blocks. Details
We are developing more useful commercial plugins, stay tuned
Three steps to quickly deploy NocoBase CRM to your environment
Follow our installation documentation to deploy NocoBase to your server
Get the complete template file for NocoBase CRM system, supporting two formats
Import the template file into your NocoBase system to complete deployment
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.
