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CRM 2.0
Sales Management System

Built on NocoBase no-code platform. Modular design with complete sales cycle. Workflow automation handles routine tasks, AI assists with lead scoring, opportunity analysis, and more.

Smart Lead Scoring
Win-Rate Prediction
Customer Health Monitoring
Modular Design
Use Cases: B2B Sales Project Sales Foreign Trade All Industries
Live Demo How to Use
CRM 2.0 System Interface

Are You Facing These Challenges?

Sales teams face multiple challenges in daily operations

Inconsistent Lead Quality

Large volumes of leads with varying quality. Sales waste time on low-quality leads while high-value ones get overlooked.

Delayed Opportunity Follow-up

Opportunities stall without progress. Sales managers struggle to track team pipeline health, missing optimal closing windows.

Scattered Customer Data

Customer data scattered across emails, chats, and documents. No complete customer profile for targeted marketing.

Inaccurate Sales Forecasts

Forecasting based on gut feeling without data support. Large prediction gaps affect resource allocation and decision-making.

High SaaS Costs

Salesforce, HubSpot and other SaaS CRMs charge per seat. Custom development takes long with unpredictable costs.

Data Security Concerns

Customer and opportunity data stored on third-party clouds, not meeting data localization and privacy compliance requirements.

Our Solution

CRM 2.0 system built on NocoBase no-code platform. Workflow automation + AI assistance

Smart Lead Scoring

Auto-evaluate lead quality, prioritize high-value leads, recommend optimal contact times

Win-Rate Prediction

Predict close probability based on historical data, identify at-risk deals, provide stage progression suggestions

Customer Health Monitoring

360-degree customer profile, health scoring, churn risk alerts, proactive relationship maintenance

Modular Design

Independent module design, minimal setup requires only Customers + Opportunities, scale as needed

Core Design

Complete Sales Cycle

From lead acquisition to customer success, unified data flow with AI assistance at every stage

Lead
AI Scoring
Customer
360 Profile
Opportunity
Win Prediction
Quote
Multi-currency
Order
Payment Track
Stage Conversion Trigger AI Assistance
Lead → Customer Confirmed as valid opportunity AI score threshold triggers conversion reminder
Customer → Opportunity Clear demand identified AI analyzes intent, recommends creating opportunity
Opportunity → Quote Enters proposal stage AI pricing suggestions, competitor comparison, tiered pricing
Quote → Order Customer accepts quote Auto-generate order with product details and pricing
AI Assistance

AI Assistance Capabilities

Through workflow AI nodes, assist with scoring, analysis, writing, and other repetitive tasks

Scout
Scout Workflow Node
Sales Scout

Deep opportunity analysis, win-rate prediction, competitive intelligence, deal strategy suggestions

Viz
Viz
Insights Analyst

Smart lead scoring, customer health assessment, sales data analysis, pipeline forecasting

Ellis
Ellis
Editor Assistant

Email sentiment/intent analysis, reply drafting, communication summary

Dex
Dex
Daily Planning

Daily priorities, next action suggestions, follow-up planning

Lexi
Lexi
Translator

Multi-language customer communication, content translation, foreign trade email handling

More AI Employees
Expanding

More specialized AI employees can be added based on business needs

Flexible Architecture

Modular Design

Each module designed independently, can be toggled on/off. Scale your solution to fit your needs

Module Required Description AI Capabilities
Customer Management Required Customer records, contacts, tiers, decision chain Health scoring, churn alerts
Opportunity Management Required Sales funnel, stage progression, activities Win prediction, risk identification
Lead Management Optional Lead capture, status workflow, conversion tracking Smart scoring, best contact time
Quote Management Optional Multi-currency, tiered pricing, versioning, approvals -
Order Management Optional Order creation, payment tracking -
Product Management Optional Product catalog, categories, tiered pricing -
Email Integration Optional Email send/receive, CRM linking Summary, sentiment analysis
Full Suite

All 7 modules
Complete B2B sales teams

Standard

Customer+Opp+Quote+Order
SMB sales management

Lite

Customer+Opportunity
Simple tracking

Trade

Customer+Opp+Quote+Email
Foreign trade businesses

Value from Automation

Workflow automation + AI assistance reduces repetitive work, letting sales focus on customer relationships

50%+
Lead Screening Efficiency

AI auto-scoring reduces manual screening time

30%
Follow-up Efficiency

Win prediction helps focus on high-value deals

20%
Reduced Churn Rate

Health assessment identifies risks early

10%+
Improved Conversion

AI strategy suggestions accelerate closing

Why Choose Us?

Comparison with traditional SaaS CRM and custom development

Dimension SaaS CRM Custom Dev NocoBase Solution
Time to Launch Out of box Months of development Configure and go, quick launch
Customization Limited Full control No-code flexible customization
Data Security Cloud hosted Self-hosted Self-hosted, full data control
AI Assistance Limited/extra cost Build yourself Workflow AI nodes, use as needed
Module Flexibility Bundled features Code changes needed Modular, scale as needed
Total Cost Per-seat subscription High dev cost One-time purchase, long-term use

How to Use?

Three steps to deploy CRM 2.0 system to your environment

Install NocoBase

Follow our installation guide to deploy NocoBase to your server

Installation Guide
Learn the Solution

Read the solution documentation to understand features, architecture, and use cases

Solution Docs
Restore to System

Follow the restoration tutorial to deploy the CRM 2.0 system to your NocoBase environment

Restore Guide

Start Using CRM 2.0

Modular CRM system built on NocoBase 2.x. Contact us if you have customization needs or want to learn more.

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