NocoCRM is an open-source B2B sales CRM built on NocoBase. It 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.
https://github.com/user-attachments/assets/b251f2d2-ed55-43e8-8526-507c1130eb5c
Features
- Automatic follow-up. A new lead or deal, a customer's reply, a completed task, the morning check: an agent reads the whole context and puts the next step in your inbox, with the call, its confidence and its reasons. Records change only when you accept.
- Every channel on one timeline. Each person connects their own mailbox (Gmail, Microsoft 365 or any IMAP/SMTP server), and the company its WhatsApp Business number. Messages are matched to leads and contacts, and replies are drafted to go out from your own account.
- 6 sales agents. Sales Expert to talk to on every page, plus five that work in the background: lead follow-up, opportunity follow-up, approval review, task preparation and company research, each with its triggers, skills and a record of runs.
- Smart capture. Paste an email, a chat or a business card, and AI turns it into leads or an opportunity, checked against existing records, for you to review before saving. For a new company the name is enough: AI fills in its particulars from the web. Duplicate leads are found and merged.
- Company signals. Every morning, company research searches the web for news about the companies with open deals or on your watch list: funding, hiring, leadership changes, business moves and risks, with sources. An important one starts the follow-up of their open deals.
- Approvals stop stalling. The approval agent checks a discount or a term against your rules and past decisions, and drafts a recommendation and a comment for the approver.
- The full sales cycle. Leads, companies, contacts, opportunities, tasks, approvals and reports, with a pipeline board, a task calendar, search across every record (⌘K / Ctrl+K) and roles enforced per record by the server.
- Customizable. Write your prices, discount limits and follow-up cadence as business guidance in plain text, and every agent follows it; each agent's method is a skill you can edit. The source is open, so a coding agent can change the rest.
- Self-hosted. Your data stays on your servers, with the models of your choice: DeepSeek, OpenAI, Claude, Gemini, Qwen and more. Apache-2.0.
Quick start
Just want a look? Try it online: you're signed in to a demo account, and all the data is made up.
1. Install
With a coding agent. The easiest way. Open Claude Code, Codex or Cursor where NocoCRM should go, and give it this:
Install NocoCRM from https://github.com/nocobase/NocoCRM and start it, following its AGENTS.md and README.
By hand. You need Node.js 24 or later and pnpm 11 (corepack enable). The data goes into a SQLite file by default; PostgreSQL and MySQL work too.
git clone https://github.com/nocobase/NocoCRM.git
cd NocoCRM
pnpm install
pnpm nocobase config init --dialect sqlite
pnpm dev
2. Sign in
Open the Local: address pnpm dev prints, normally http://127.0.0.1:13000/main/, and sign in as nocobase with the password admin123.
3. Import the demo data
The banner at the top offers it, or open Settings → Demo data. It brings a sales team with customers, deals, tasks, approvals, mail and conversations; remove it there when you start for real.
4. Set up an AI model
Add a model service with its key on Agent team → Models, such as DeepSeek, OpenAI, Claude, Gemini or Qwen. The assistant and the agents need it; everything else works without it.
The guide covers the first steps, the demo accounts, roles, configuration (AI, mail, WhatsApp, databases), deployment and development.
For production, see Deployment; to run on PostgreSQL or MySQL, see Configuration.
License
NocoCRM is built on NocoBase and released under the Apache-2.0 license.
