NocoBase SolutionsNocoCRM · CRM penjualanBeta

Tim penjualan Anda kini punya tim agen 24/7.

NocoCRM dilengkapi 6 agen penjualan dan terhubung dengan email serta WhatsApp Anda: menindaklanjuti prospek dan peluang, langsung membalas pesan, dan meninjau persetujuan bersama Anda. Agen memberi saran, Anda yang memutuskan.

Coba online GitHub
LisensiOpen source
BerbasisNocoBase Core
Versiv1.0.0
Agen bawaan6
IntegrasiEmail · WhatsApp
Model AIBebas pilih

Sehari di tim penjualan

Agen menyelesaikan 37 tugas rutin hari ini. Hanya 6 yang perlu keputusan Anda.

Pekerjaan yang menyita waktu dikerjakan agen di latar belakang: meriset pelanggan, menindaklanjuti prospek, menyiapkan ringkasan rapat, menyusun draf balasan, dan memeriksa diskon. Saat ada hal yang perlu dipertimbangkan, agen meneruskannya kepada Anda beserta alasannya, dan Anda yang memutuskan.

Tuesday · a day for Ava

What the agents did and what you decided, in order

AgentYou
Research Agent found Beichen Energy closed an ¥800M Series C, with 2 sourcesSuggests meeting their CFO this week about expansion
Suggestion
Lead Agent ran the daily check: 20 leads, 3 to follow up, 1 to nurtureEach with a grade, reasons, and next step
4 suggestions
Task Agent prepped the 10:00 solution reviewGoal, attendees, 5 questions to ask, risks
Ready
A
You accepted 3 lead suggestions, ignored 1
1 min
Lead Agent read a WhatsApp message: wants a demo next WednesdayGrade B → A, visit task created, reply drafted
Needs you
A
You tweaked one line and sent the reply
30 sec
Approval Agent checked an 18% discount against standards, history, and marginRecommends a 15% cap, comment drafted
Approve on conditions
A
You approved on conditions
2 min
Task Agent wrote up the review and moved the deal to Proposal
Done
Work done by agents37Research, checks, prep, drafts, reviews
Decisions you made6Full context attached, decided at a glance
Leads that slipped0Every new lead, message, and due task covered

Tindak lanjut agen

Tak ada yang terlewat. Agen otomatis menindaklanjuti setiap perkembangan.

Baik itu prospek baru, peluang baru, balasan pelanggan, percakapan WhatsApp yang mendadak sepi, tugas yang selesai, maupun pemeriksaan pagi, agen terpicu otomatis, membaca seluruh konteks, lalu menaruh langkah berikutnya di Inbox Anda. Tak ada lagi prospek yang terlupakan.

One message from a customer, and what happens next

Received 10:42 · suggestion ready 10:43 · handled at a glance

1The customer writes
EEthan ColeKestrel Logistics
My boss saw the quote and wants a walkthrough at the warehouse next Wednesday. Can you cover self-hosting too?
10:42
2Lead follow-up reasons
Based on
Lead details12 WhatsApp messages5 emailsTasks and outcomesAttachmentsCompany researchBusiness guidance
Reasoning
  • The decision-maker asked to meet, showing higher intent
  • Wants self-hosting, an Enterprise fit
  • Quote sent 9 days ago, right in the follow-up window
3Suggestion in your inbox
LeadEthan Cole / Kestrel
Follow up · B → A

Book Wednesday 2 pm at the warehouse with the self-hosting plan; reply drafted.

AcceptEdit
4Accepted, it’s done
Lead grade B → AReason logged on the record
Task: Wed 2 pm visitPrepped that morning by the task assistant
Reply sentFrom you, reviewed by you

Setiap saran memuat kesimpulan, tingkat keyakinan, dan alasannya.

Lanjutkan, tindak lanjuti, tunda, atau tutup sebagai kalah; nilai prospek A/B/C; setujui, setujui dengan syarat, atau tolak. Data baru berubah setelah Anda menerima sarannya, sementara saran yang diabaikan dicatat untuk mengukur akurasi agen.

Inbox
AI suggestions 9Notifications 12
DealHuayue Hotels / Store ops platform
Advance to Negotiation · Likely

Quote sent, POC passed, discount in approval: ready for negotiation.

AcceptIgnoreWhy?
ApprovalBeichen Energy enterprise discount
Approve on conditions

Valuable case study, but 18% is well over standard. Cap it at 15%.

AcceptIgnoreWhy?
LeadEthan Cole / Kestrel Logistics
Follow up · Grade A

Clear need for self-hosting and SSO. An Enterprise fit worth pursuing now.

AcceptIgnoreWhy?

Semua saluran

Email, WhatsApp, telepon, dan rapat, setiap interaksi tercatat dan terhubung.

Dari mana pun pelanggan menghubungi, agen otomatis menindaklanjuti: mengenali kontak, mencatat fakta penting, menyusun draf balasan, dan menjadwalkan langkah berikutnya. Setelah Anda konfirmasi, pesan dikirim dari akun Anda sendiri, sehingga setiap interaksi, dari pertanyaan pertama hingga kontrak ditandatangani, ada di satu linimasa.

Huayue Hotels · Store ops platform

Account timeline: forms, email, WhatsApp, meetings, and approvals in one place

Won · ¥ 420,000
Web form Mr. Lewis: interested in Enterprise, 40 stores, needs self-hosting
Form
Lead Agent researched the company and source, graded A, routed to AvaBasis: store count, careers page, existing trial account
Grade A
A
You edited two lines and sent the first emailDrafted by the agent, sent from your mailbox
Email
WhatsApp Mr. Lewis: can you visit a store next Wednesday and cover self-hosting?Agent booked the Wednesday visit and drafted a reply
WhatsApp
Email Budget approved in Q4; needs SSO and audit logs; also evaluating another vendorProposed moving the close date to Q4, against your Q3; yours to decide
Needs you
Meeting store review; recording uploadedTask assistant wrote the notes and 3 next steps
Calendar
Approval Agent 15% discount: approve on conditionsThe sales manager approved as recommended
Approved
Deal Agent no reply 3 days after the contract, drafted a nudgePast 24 hours, so it used an approved WhatsApp template
WhatsApp
A
You marked it won and entered the contract date
Won
Where this account stands

Signed; the first 10 stores go live in November. Mr. Lewis cares about SSO, so confirm the IT contact before the next call.

Updated Oct 24 · from 14 interactions
Fields written by AI
Expected closeDec 15Source: Oct 10 email, “budget approved in Q4”
Job titleVP OperationsSource: email signature
IndustryHospitalitySource: company website
Employees3,000Source: company website
Interactions
Email8
WhatsApp23
Meetings2

Email

Begitu email masuk, data diperbarui dan draf balasan sudah siap.

Hubungkan Gmail pribadi, Microsoft 365, atau kotak surat IMAP/SMTP apa pun, atau bagikan alamat tim seperti sales@. Baca dan balas langsung dari halaman pelanggan dan peluang, dengan tanda tangan dan template Anda sendiri.

  • Mencocokkan kontak dan perusahaan berdasarkan email dan domain, serta menyarankan pembuatan kontak baru bila belum ada
  • Mengekstrak anggaran, kebutuhan, pesaing, dan target waktu beserta kutipan aslinya, serta menandai konflik untuk Anda putuskan
  • Menyimpan draf balasan langsung ke folder draf di kotak surat Anda, siap disunting sebentar
  • Mengingatkan Anda dengan draf tindak lanjut jika percakapan sepi selama beberapa hari
Mailbox
With customersAll
Ethan Cole · KestrelRe: Deployment plan & SLA
Mr. Lewis · HuayueBudget and requirements
Ahmed · Gulf TradingQuotation request
Lina Park · MingchuanNo reply in 3 days
LMr. Lewis · Huayue HotelsLinked deal

Budget gets approved in Q4. We need SSO and audit logs, and we’re also looking at another vendor…

What the agent read
Budget: Q4Needs: SSO, audit logsEvaluating a competitor
Needs your callYou set the close date to Q3; the customer says budget lands in Q4. Change it?
Draft reply · saved to your draftsHi Mr. Lewis, SSO and audit logs are both in Enterprise; the integration guide is attached, plus a one-page comparison for your evaluation…
Change to Q4Open draftUses your signature and templates

WhatsApp

Apa yang terjadi di WhatsApp tetap sinkron dengan CRM Anda.

Hubungkan nomor WhatsApp Business Anda agar obrolan otomatis tertaut ke prospek dan peluang. Setelah 30 menit tanpa balasan, agen merangkum percakapan ke linimasa dan merekomendasikan langkah berikutnya.

  • Mentranskripsikan pesan suara serta mengubah kartu nama atau tangkapan layar menjadi kontak setelah dikonfirmasi
  • Mencocokkan nomor tak dikenal dengan prospek yang ada, atau menyarankan membuat prospek baru
  • Otomatis memilih dan mengisi template yang sudah disetujui di luar jendela pesan 24 jam
  • Mengubah rencana kunjungan dan syarat pembayaran yang disebut dalam obrolan menjadi tugas dan permintaan persetujuan
WhatsApp
Sales number · connected
Mr. LewisHuayue · awaiting you
+971 50 ••• 218Unlinked · AI matched
Ethan ColeKestrel · replied
Sienna WardPast 24 hours

+971 50 ••• 218
The card photo shows Ahmed, purchasing at Gulf Trading

New lead
LMr. Lewis · Huayue HotelsLinked deal
Voice 0:42 · transcribed: could you come by a store next Wednesday afternoon? We’d like to hear how self-hosting works.
10:40
Also, can we pay the contract quarterly?
10:42
Drafted by deal follow-up · needs youSure, Wednesday at 2 pm works. I’ll send the self-hosting plan ahead. On quarterly payments, I’ll check with finance and get back to you.
Task: Wed 2 pm store visitPrep notes the morning of
Approval: quarterly paymentsOutside standard terms, needs the sales manager
Send & applyEdit

Saluran lainnyaSetiap interaksi yang masuk ditangani dengan cara yang sama

Kalender & rapat

Hubungkan Google Calendar atau Outlook. Agen menyiapkan ringkasan sebelum rapat, lalu mengubah rekaman atau transkrip yang diunggah menjadi notulen, pembaruan peluang, dan langkah berikutnya.

Formulir web & webhook

Pertanyaan, pendaftaran uji coba, dan prospek dari acara langsung masuk, lalu otomatis diriset, dinilai, dan diteruskan ke penanggung jawabnya.

Impor & migrasi

Impor Excel, CSV, atau ekspor dari Salesforce dan HubSpot. AI memetakan field, menandai duplikat, dan mengusulkan penggabungan untuk Anda konfirmasi.

Tempel & tangkapan layar

Tempel daftar peserta pameran, tangkapan layar obrolan, atau catatan mentah untuk mengisi formulir lebih dulu; field yang belum pasti dibiarkan kosong dan disorot.

Notifikasi di tempat Anda bekerja

Dapatkan notifikasi lewat Inbox di aplikasi, email ringkasan harian, atau Feishu, DingTalk, WeCom, dan Slack setiap kali ada keputusan yang diperlukan.

Saluran kustom

Butuh obrolan WeCom, rekaman panggilan, atau live chat? Minta agen coding di Studio menghubungkannya langsung ke kode sumber CRM.

Yang dikerjakan agen

  • Mencocokkan email, obrolan, dan formulir dengan kontak, perusahaan, dan peluang
  • Mencatat ringkasan, fakta, dan kutipan langsung ke linimasa
  • Menyusun draf balasan, membuat tugas, dan menyiapkan permintaan persetujuan
  • Memantau pelanggan yang diam, pesan yang belum dibalas, dan tenggat yang mendekat

Kendali di tangan Anda

  • Setiap pesan keluar Anda tinjau dulu dan dikirim dari akun Anda sendiri
  • Hanya email dengan kontak CRM yang disinkronkan; percakapan pribadi tetap pribadi
  • Atur visibilitas tim: bagikan teks lengkap, ringkasan, atau hanya waktunya

Tim agen penjualan

Setiap agen punya peran yang jelas, dengan metrik yang membuktikan hasilnya.

Sama seperti rekan kerja manusia, setiap agen punya tugas, pemicu, skill, dan izin akses yang jelas, ditambah statistik langsung jumlah eksekusi dan tingkat penerimaan saran, sehingga Anda tahu mana yang memberi hasil dan mana yang perlu disetel.

Sales agent team

Every agent has a job, triggers, skills, and a visible track record

New agent
Sales ExpertTalks sales: looks things up, reads the situation, preps the next step
Any time
Runs 312Accepted —
Lead follow-upGrades every lead with a next step, captures pasted text, merges duplicates
New leadDaily 09:00Customer writesTask done
Runs 128Accepted 82%
Opportunity follow-upChecks terms against standards; advance, continue, pause, or lose
Daily checkDeal changes
Runs 96Accepted 77%
Approval reviewFor approvers: standards, cost, past decisions, risk, drafted comment
Approval submitted
Runs 23Accepted 91%
Task assistantPreps each task that morning and writes up the outcome
Task morningTask done
Runs 64Accepted 88%
Company researchFills in new companies; watches active accounts for funding, hiring, new execs
New companyEvery morning
Runs 41Accepted 73%
NocoCRM Agent work page

Informasi & persiapan

Ketahui perkembangan pelanggan Anda. Hadapi setiap percakapan dengan persiapan matang.

Your accounts this morning

Company research · 07:30 · with sources

Beichen EnergyFunding

Closed an ¥800M Series C to build two new plants

Suggest: meet the CFO this week about expansionPress · company release
Huayue HotelsNew executive

Appointed a new CIO from a retail chain

Suggest: send an intro with a retail case studyLinkedIn
Kestrel LogisticsHiring at scale

Hiring 40 dispatchers in South China

Dispatch needs are growing, time to accelerateJob boards
Mingchuan EduRisk

Reported budget freeze until next Q2

Suggest: pause the deal, check in monthlyTrade press
10:00 Solution review · Huayue Hotels

Task assistant · prepped 08:30 · visible to you and attendees

Ready
GoalAgree pilot scope and dates
Deal¥ 420,000 · Proposal
AttendeesCIO, Ops Director
Questions to ask
  • The new CIO’s self-hosting requirements and timeline?
  • Which 3 pilot stores, and who signs off?
  • Does the POC’s ticket SLA go into the contract?
Bring

POC report · retail case study · deployment diagram

Risks

Discount not yet approved; new CIO may change who decides

Persetujuan

Persetujuan tak lagi tertahan: hitungannya sudah beres, komentarnya sudah disiapkan.

Saat diskon, syarat pembayaran, klausul khusus, atau komitmen pengiriman diajukan, Approval Agent memeriksanya terhadap kebijakan, margin, preseden sebelumnya, dan risiko, lalu menyusun rekomendasi dan komentar yang hanya terlihat oleh pemberi persetujuan. Keputusan akhir tetap di tangan Anda.

Agen mengerjakan

  • Merapikan riwayat pelanggan dan percakapan
  • Meriset prospek, menyiapkan tindak lanjut dan penawaran harga
  • Memeriksa persetujuan terhadap standar

Anda memutuskan

  • Hubungan pelanggan dan strategi penjualan
  • Diskon dan harga penawaran akhir
  • Ketentuan kontrak dan komitmen utama
Beichen Energy enterprise discount

Beichen Energy / Production platform (Ent. + services) · by Maya Collins

Waiting for you
Contract¥ 280,000
Discount18%
Manager limit10%
Close dateNov 2
Approval review · visible only to you
Recommend: approve with a 15% cap
  • The customer agreed to be an industry case study
  • 18% is 8 points over standard; margin stays on target at 15%
  • 3 similar exceptions in 6 months, capped at 15%
  • Payment schedule isn’t stated; ask for it
Drafted commentApproved at 15%, provided the customer confirms the case study and the contract states the payment schedule.
Approve on conditionsApproveRejectAsk for more

Sesuai cara Anda

Ajari agen aturan Anda dengan teks biasa. Ubah seluruh CRM dengan satu prompt.

Tulis harga, batas diskon, dan ritme tindak lanjut Anda dengan bahasa sehari-hari di Business guidance, dan setiap agen langsung mengikutinya pada eksekusi berikutnya. Butuh field, alur kerja, atau halaman baru? Minta agen coding mengubah kode sumber CRM secara langsung. Open source, self-hosted, dan 100% milik Anda.

Business guidance

Read by every conversation, follow-up, review, and prep

Save
## Who we are Production software for manufacturers, mostly plants of 500+ people. ## Editions and prices Professional ¥98k; Enterprise from ¥280k incl. services. ## Discounts and approvals Sales managers approve up to 10%; above that goes to the sales director. Reference customers willing to be a case study: up to 15%. ## Follow-up cadence First contact within 24h; follow up within 7 days of a quote.

Takes effect immediately: the next approval review uses the 10% / 15% rule.

Have agents change the CRM itself

Ask in NocoBase Studio · source in your repository

Add a renewal date to customers and remind owners 60 days before, and have the opportunity agent check renewals too.
PR #57 · Customer renewal reminders
Field: renewal dateMigrationScheduled job: 60 days outSkill: opportunity-follow-up
Tests 38/38 Permissions OK Preview ready
Verify in previewView changes

Siklus penjualan lengkap

Dari prospek sampai closing, setiap langkah tercatat.

/OpportunitiesA
Opportunities
34TeamMineListBoardNew deal
Initial contact2
Lanwan HealthPatient follow-up app
AI suggestion
E¥ 86,000
Senhe PrecisionQA dashboard (Pro)
AI suggestion
M¥ 64,000
Qualification2
Kestrel LogisticsDispatch hub
AI suggestion
L$ 48,000
Mingchuan EduAdmissions
M¥ 120,000
Validation1
Yunqiao TechPartner license ×3
AI suggestion
L¥ 200,000
Proposal2
Huayue HotelsStore ops platform
AI suggestion
A¥ 420,000
Beichen EnergyProduction (Ent.)
AI suggestion
M¥ 280,000
Negotiation1
Aurora RetailDealer portal
AI suggestion
A$ 168,000
Contract1
Lanwan HealthHospital workflows
E¥ 45,000

Leads

Lacak prospek dari baru hingga terkonversi. Tempel teks mentah agar AI mengekstrak prospek, dengan usulan penggabungan otomatis untuk duplikat.

Opportunities

Kelola nilai peluang, tanggal closing, dan penanggung jawabnya dalam tampilan papan atau daftar, serta catat alasan kalah untuk analisis menang/kalah.

Companies & Contacts

Lacak status, industri, ukuran, dan sumber, dengan profil publik perusahaan yang dilengkapi otomatis oleh Research Agent.

Tasks

Dikelompokkan menjadi terlambat, besok, dan mendatang dalam tampilan tim atau pribadi, dengan tugas usulan AI yang diberi tanda jelas.

Approvals

Tangani diskon, syarat pembayaran, klausul, dan komitmen di satu tempat, dengan setiap keputusan tercatat pada peluangnya.

Reports

Pipeline real-time, prakiraan berbobot, konversi, tingkat kemenangan, dan alasan kalah, plus laporan naratif AI sekali klik.

Metrik real-time kapan saja. Laporan naratif ditulis AI.

Pipeline, prakiraan berbobot, tingkat kemenangan, dan funnel diperbarui secara real-time. Butuh laporan mingguan atau tinjauan kuartalan? AI membaca linimasa peluang di baliknya untuk menjelaskan apa yang menggerakkan angka-angka itu.

Reports
Analyze and write a report
Open pipeline¥ 3.33M
Weighted¥ 2.05M
Win rate58%
New leads14
Opportunity funnel
Initial¥153k
Qualify¥252k
Validate¥200k
Proposal¥1.12M
Negotiate¥1.56M
Contract¥45k
Won, last six months
May
Jun
Jul
Aug
Sep
Oct
Won¥ 88k
Commit¥ 1.61M
Weighted¥ 1.21M

Lebih sedikit pekerjaan remeh, lebih fokus pada closing.

Coba NocoCRM online, atau ambil kode sumbernya di GitHub dan jalankan sendiri. Atur panduan bisnis, pilih model Anda, dan biarkan agen penjualan mulai bekerja.

Coba onlineGitHub