CRM Customer Relationship Management System
Built on low-code platform, modular design. Workflow automation for daily tasks, AI-assisted lead scoring, opportunity analysis, and more.
Core Advantages
Intelligent Lead Scoring
Automatically evaluate lead quality, prioritize high-value leads, and recommend optimal contact times
Opportunity Win Rate Prediction
Predict closing probability based on historical data, identify risky opportunities, and provide stage advancement recommendations
Improved Work Efficiency
Workflow automation + AI assistance reduces repetitive work, allowing sales to focus on customer relationships
Modular Design
Each module is independently designed, can be toggled on/off separately, enterprises can customize solutions of different scales
Data Security
Support local server or private cloud deployment, meeting compliance requirements for data localization and privacy protection
Controllable Costs
With low-code platform as the technical foundation, enterprises can adjust the system at any time according to business needs
Application Scenarios
Customer + Opportunity
Simple customer and opportunity tracking
Customer + Opportunity + Quote + Order
Sales management for SMEs
All 7 Modules
Complete process for B2B sales teams
Customer + Opportunity + Quote + Email
For foreign trade enterprises
Pain Points & Solutions
Pain Point
Customer information is scattered, difficult to manage uniformly
Sales processes are not standardized, low efficiency
Slow customer service response, low satisfaction
Difficult data analysis, decision-making lacks basis
SaaS costs are high, custom development cycles are long and costs are unpredictable
Key data like customers and opportunities are stored on third-party clouds, not meeting compliance requirements for data localization and privacy protection
Solution
Unified customer information management platform, centralized storage of all customer data
Automated sales processes, standardized sales management
Intelligent customer service system, rapid response to customer needs
Multi-dimensional data analysis tools, providing data-driven decision support
With low-code platform as the technical foundation, enterprises can adjust the system at any time according to business needs
Support local server or private cloud deployment, data security is controllable
Product Features
Lead Management
Includes lead, lead pool, recycle bin and other modules
Customer Management
Includes customer, contact, public pool, recycle bin and other modules
Opportunity Management
Includes opportunity, quote and other modules
Contract Management
Includes contract, payment record, invoice record and other modules
Data Analysis
Includes statistical reports, AI intelligent query and other modules
Mobile App
Includes lead, customer, opportunity, data analysis and other modules
Technical Architecture
Built on NocoBase low-code platform, using Microkernel + Pluginization + Data Model driven architecture, supporting private cloud deployment and local deployment. System is built with pluginization, easy to extend and integrate.
Technical Components
Frontend: React, TypeScript, Ant Design
Backend: Node.js, Koa, Resource, ACL
Database: PostgreSQL
Workflow: Drag-and-drop workflow designer, supporting complex logic like conditional branches, parallel processing
Security & Permissions: Data source level, page level, operation level
Deployment Methods
Local Deployment
Private cloud or local server deployment, data security is controllable
Hybrid Deployment
Key data deployed locally, non-critical data stored in cloud