1. Project Overview
We are a cadastral company. We require an internal CRM/ERP system to manage:
- sales (leads, deals),
- projects (cadastral and technical works),
- engineers’ tasks,
- document management,
- financial accounting and analytics.
The system is to be developed on the basis of NocoBase 2.0, with active use of:
- Workflow (automations),
- AI agents,
- JS buttons (RunJS),
- custom dashboards,
- API-based integrations.
Development “from scratch” is not considered. NocoBase only.
2. Core Modules (Brief)
CRM
- Leads, deals, contacts
- Sales pipeline (Kanban)
- Communication history (email / messengers)
- Reminders and notifications
ERP
- Projects and tasks
- Engineers and deadlines
- Documents and files
- Time tracking (basic)
Communications
- Email (SMTP/IMAP)
- Telegram / WhatsApp (via API)
- Internal comments/chat
Analytics
- Management dashboards
- Sales and project reports
- Employee workload
Accounting (simplified)
- Invoices
- Payments
- Accounts receivable / debt
Industry-Specific Features
- Real estate property records
- Geospatial data (maps, DXF/PDF files)
- Generation of acts and reports
3. AI and Automation
- AI-based lead qualification
- Email and report generation
- Manager assistance and suggestions
- Automation of standard processes (Workflow)
4. Users and Roles
- Executive
- Manager
- Engineer
- Accountant
- Administrator
Access is strictly role-based.