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Built on the NocoBase no-code platform. Covers the full pipeline — lead, follow-up, conversion, merge/dedupe — with a customer 360 view that aggregates orders, tickets, projects, and asset history.
From lead intake to customer 360 view — data flows end to end
| Stage | Key actions | System records |
|---|---|---|
| Lead | Form, import, or manual entry; tag source and owner | Lead pool, source tags, stage transitions |
| Follow-up | Log calls, emails, and visits; set next follow-up time | Follow-up timeline, next-action reminders |
| Conversion | Convert lead to customer; fill customer record (industry / size / contacts) | Customer table, contact table, linked lead |
| Customer 360 | See the full picture: orders, tickets, projects, assets | Embedded blocks, cross-module relationships |
| Insights | Sales dashboard aggregates KPIs by rep, region, type | Charts, drill-down details, export |
Leads, customers, follow-ups, dashboards — the full daily workflow for customer relationship management
Three intake paths: Excel batch import, form collection, and API. Visual field mapping and automatic dedupe on conflict.
Visually configure lead stages (new / contacted / converted / lost). Stage changes are logged automatically and conversion rates are computed in real time.
Log every visit, call, and email. The timeline view shows the full conversation history, making handoffs effortless.
Automatic notification before the next follow-up date. Long-inactive customers move to a "needs re-engagement" board so nothing gets forgotten.
The customer detail page aggregates orders, tickets, projects, and assets — the full picture on one screen, no system switching required.
Tag customers across multiple dimensions: type, industry, size, source. Filter and aggregate by any tag combination.
Duplicate entries for the same customer are detected automatically. Merge in one click — follow-up history and related records are preserved.
KPIs aggregated by rep, region, and customer type: new customers, conversion rate, active customer distribution.
Configure visible fields by role. Sales reps see only their own customers; managers see all.
This module is included in the all-in-one suite backup template and is deployed together
All-in-one backup. After restore, all six modules — including this one — are populated with preset data.
This module is also part of the All-in-One Business Suite. Use it standalone, or together with sales management, help desk, project management, IT asset management, and HR.