Legacy CRM (v1)

For preview only: This version is fairly comprehensive in terms of features, but the overall data model design has known limitations: it lacks multi-language localization support, and the CRM tables are tightly coupled with the project management tables. These issues motivated the redesign of CRM 2.0. The current recommended version is CRM 2.0, which features a more rational data model, easier extensibility, and full multi-language localization.

Interface Preview

What's Included

The legacy CRM includes the following modules:

• Customer Management: Customer profiles, contacts, customer grading
• Sales Pipeline: Lead management, opportunity tracking, sales funnel
• Order Management: Quotations, orders, contracts
• Project Management (not included in v2)
• Communication & Collaboration: Email, comments, approval workflows
• Data Analysis: Dashboards, reports, data visualization

Installation

This version is deployed via backup restoration.

Before you begin, please ensure:

• You have a basic NocoBase running environment. See the official installation guide for details.
• NocoBase version v2.1.0-beta.2 or above
• You have downloaded the CRM v1 files:
  • Backup file: nocobase_crm_v1_backup_260224.nbdata — for Method 1
  • SQL file: nocobase_crm_v1_sql_260224.zip — for Method 2

Important notes:

• This solution is built on PostgreSQL 16. Ensure your environment uses PostgreSQL 16.
• DB_UNDERSCORED must not be true: Check your docker-compose.yml and ensure DB_UNDERSCORED is not set to true, otherwise the restoration will fail.

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Method 1: Restore Using Backup Manager (Recommended for Pro/Enterprise Users)

This method uses NocoBase's built-in "Backup Manager" (Pro/Enterprise) plugin for one-click restoration.

Steps

Step 1: Enable the "Backup Manager" plugin

1. Log in to your NocoBase system.
2. Go to Plugin Management.
3. Find and enable the Backup Manager plugin.

Step 2: Restore from local backup file

1. After enabling the plugin, refresh the page.
2. Go to System Management -> Backup Manager in the left menu.
3. Click the Restore from Local Backup button in the upper right corner.
4. Drag the downloaded backup file to the upload area.
5. Click Submit and wait for the restoration to complete.

Notes

• Pro/Enterprise Only: "Backup Manager" is an enterprise plugin, available only to Pro/Enterprise users.
• Commercial Plugin Matching: Ensure you have enabled all commercial plugins required by the solution.

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Method 2: Direct SQL File Import (Universal)

This method restores data by directly operating the database, applicable to all NocoBase users.

Steps

Step 1: Prepare a clean database

Prepare a brand new, empty database for the data you're about to import.

Step 2: Import the .sql file into the database

• Via command line (Docker example):

  bashCopy

  # Copy the sql file into the container
  docker cp nocobase_crm_v1_sql_260224.sql my-nocobase-db:/tmp/
  # Enter the container and execute the import command
  docker exec -it my-nocobase-db psql -U nocobase -d nocobase -f /tmp/nocobase_crm_v1_sql_260224.sql
  

• Via database client: Use tools like DBeaver, Navicat, or pgAdmin to connect to the database and execute the SQL file.

Step 3: Connect to the database and start the application

Configure NocoBase startup parameters to point to the database with imported data, then start the service.