NocoBase SolutionsNocoCRM · Sales CRMBeta

Your sales team just gained a 24/7 agent team.

NocoCRM comes with 6 sales agents and integrates your email and WhatsApp: following up on leads and opportunities, replying to messages right away, and reviewing approvals with you. Agents suggest; you decide.

Try It Online GitHub
LicenseOpen source
Built onNocoBase Core
Versionv1.0.0
Built-in agents6
IntegrationsEmail · WhatsApp
AI modelsYour choice

A Day in Sales

Agents handled 37 routine tasks today. Only 6 needed your decision.

Agents handle the time-consuming work in the background: researching accounts, following up on leads, preparing meeting briefs, drafting replies, and checking discounts. When a judgment call is needed, it comes to you with the reasons, and you decide.

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

Agent Follow-up

Nothing falls through the cracks. Agents follow up on every event automatically.

Whether it’s a new lead, a new opportunity, a customer reply, a quiet WhatsApp thread, a completed task, or the morning check, agents trigger automatically, read the full context, and put the next step in your inbox. No lead sits forgotten.

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

Every suggestion states the call, confidence, and reasoning.

Advance, follow up, pause, or close lost; grade leads A/B/C; approve, approve with conditions, or reject. Records update only when you accept, while dismissed suggestions are logged to measure agent accuracy.

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?

Every Channel

Email, WhatsApp, calls, and meetings, every touchpoint captured and connected.

Wherever a customer reaches out, an agent follows up automatically: identifying the contact, logging key facts, drafting a reply, and scheduling the next step. Once confirmed, it goes out from your own account, keeping every interaction from first inquiry to signed contract on a single timeline.

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

When an email lands, the record is updated and a reply is drafted.

Connect personal Gmail, Microsoft 365, or any IMAP/SMTP mailbox, or share team addresses like sales@. Read and reply right from account and deal pages using your own signature and templates.

  • Matches contacts and companies by email and domain, prompting to create new ones
  • Extracts budget, needs, competitors, and timelines with quotes, flagging conflicts for your call
  • Saves reply drafts straight to your mailbox drafts folder, ready for a quick edit
  • Nudges you with a follow-up draft if a thread goes quiet for days
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

What happens on WhatsApp stays in sync with your CRM.

Link your WhatsApp Business number to automatically tie chats to leads and deals. After 30 minutes of silence, an agent summarizes the thread onto the timeline and recommends the next step.

  • Transcribes voice notes and parses business cards or screenshots into contacts upon confirmation
  • Matches unknown numbers to existing leads or suggests creating new ones
  • Automatically selects and populates approved templates outside the 24-hour messaging window
  • Turns visits and payment terms mentioned in chat into tasks and approval requests
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

More channelsEvery incoming touchpoint handled the same way

Calendar & meetings

Connect Google Calendar or Outlook. Preps briefs before meetings, and turns uploaded recordings or transcripts into notes, deal updates, and next steps.

Web forms & webhooks

Inquiries, trial sign-ups, and event leads flow straight in, researched, graded, and routed automatically.

Import & migration

Import Excel, CSV, or Salesforce and HubSpot exports. AI maps fields, flags duplicates, and proposes merges for your confirmation.

Paste & screenshots

Paste trade-show lists, chat screenshots, or raw notes to prefill forms, with uncertain fields left blank and highlighted.

Alerts where you work

Get notified via the in-app inbox, daily digest emails, or Feishu, DingTalk, WeCom, and Slack whenever a decision is needed.

Custom channels

Need WeCom chats, call recordings, or live chat? Have a coding agent in Studio wire them directly into the CRM’s source code.

Agents handle

  • Match emails, chats, and forms to contacts, companies, and deals
  • Log summaries, facts, and direct quotes onto the timeline
  • Draft replies, create tasks, and prepare approval requests
  • Watch for silence, unanswered threads, and upcoming due dates

You control

  • Every outbound message is reviewed by you and sent from your own account
  • Only emails with CRM contacts sync; private threads stay private
  • Control team visibility: share full text, summaries, or timestamps only

Sales Agent Team

Every agent has a clear role, with metrics to prove its impact.

Just like human teammates, each agent has defined duties, triggers, skills, and permissions, plus live stats on runs and acceptance rates so you know which ones are delivering and which need tuning.

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

Intel & Prep

Know what your accounts are up to. Go into every conversation prepared.

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

Approvals

Approvals stop stalling: the math is done, the comment is drafted.

When a discount, payment term, custom clause, or delivery commitment is submitted, the approval agent checks it against policy, margins, past precedents, and risks, drafting a private recommendation and comment for the approver. You make the final call.

Agents do

  • Organize customer and conversation history
  • Research leads, prepare follow-ups and quotes
  • Check approvals against standards

You decide

  • Relationships and sales strategy
  • Discounts and final quotes
  • Key contract terms and commitments
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

Your Way

Teach agents your rules in plain text. Reshape the entire CRM with a prompt.

Write your pricing, discount limits, and follow-up cadence in plain language under Business Guidance, and every agent follows it on its next run. Need new fields, workflows, or pages? Ask a coding agent to modify the CRM’s source code directly. Open-source, self-hosted, and 100% yours.

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

The Full Sales Cycle

From lead to close, every step on record.

/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

Track leads from new to converted. Paste raw text for AI to extract leads, with automatic merge proposals for duplicates.

Opportunities

Manage deal values, close dates, and owners in board or list views, capturing loss reasons for win/loss analysis.

Companies & contacts

Track status, industry, size, and source, with public company profiles enriched automatically by the research agent.

Tasks

Grouped by overdue, tomorrow, and upcoming across team or personal views, with AI-suggested tasks clearly badged.

Approvals

Handle discounts, payment terms, clauses, and commitments in one place, keeping every decision logged on the deal.

Reports

Live pipeline, weighted forecast, conversion, win rates, and loss reasons, plus one-click AI narrative reports.

Live metrics anytime. Narrative reports written by AI.

Pipeline, weighted forecasts, win rates, and funnels update in real time. Need a weekly update or quarterly review? AI reads the underlying deal timelines to explain what’s driving the numbers.

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

Less busywork, more focus on closing.

Try NocoCRM online, or get the source on GitHub and run it yourself. Set your business guidance, pick your models, and put your sales agents to work.

Try It OnlineGitHub