NocoBase

Create 'Leads' and 'Opportunities' collections.

Link collections via Many-to-One relationships.

Design a Kanban view for sales pipeline.

Set up an automation to email sales reps when a lead moves stages.

Generate monthly performance charts using the Analytics block.

Build 'Stock' and 'Warehouse' tables.

Enable the Barcode scanning plugin.

Create a mobile-optimized view for warehouse staff.

Automate 'Low Stock' alerts via the Workflow engine.

Integrate with shipping APIs via Webhooks.

Define an 'Approval' workflow with 'Pending', 'Review', and 'Approved' nodes.

Create a Form block for document upload.

Assign review tasks to specific User Roles.

Use the PDF plugin to auto-generate approval stamps.

Archive completed docs to an S3 bucket.

Define product schemas in NocoBase.

Upload product images and descriptions.

Utilize the automatically generated API endpoints to fetch data to the Next.js app.

Manage orders through the NocoBase admin panel.

Create a Map view of service requests.

Assign requests to technicians via the Table block.

Technicians update status on mobile.

Office tracks progress via a real-time Dashboard.

Enable the 'Public Pages' plugin.

Design a ticket submission form.

Create a 'Client' role with limited access to only see their own records.

Implement an internal comment system for agents.

Create 'Tasks' with start and end dates.

Enable the Gantt Chart plugin.

Configure task dependencies.

Set up automated notifications for overdue tasks.