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销售合同自动化管理

本模板专为财务管理团队设计，专注于合作客户的回款情况跟踪和管理，以提高回款效率和准确性。

关系关怀

记录您的人际关系及与他们展开的活动，系统自动提前提醒并发送生日祝福，每周关怀活动通过AI智能总结，确保您不错过每一个重要时刻。

IT 资产管理与提醒

全面的 IT 资产管理解决方案，用于发送维护提醒

Event contacts management

This template helps you organize events and contacts effectively, allowing you to log key details, expanded into a complete personal CRM for managing and nurturing your professional network.

Auto Follow-Up Email for New Leads submission

The Auto Email for New Form Submissions template offers a convenient way to streamline response times with automated email notifications for each new form submission. Through integration with Bika.ai, this template helps businesses enhance customer satisfaction and loyalty effectively.

线索流程自动化管理

线索流程自动化管理，包含线索池、销售轮询分配表、线索提交表单、线索自动派发、线索自动回收及线索仪表盘。自动分配线索，回收超时未跟进线索，实时监控状态，提高效率和转化率。

Employee Scheduling

The Employee Scheduling template is designed to efficiently manage employee availability and weekly schedules. This template helps avoid conflicts and improves overall scheduling efficiency.

Program Communications Plan

The Program Communications Plan template is a key strategic document outlining necessary communication strategies and responsibilities for project success. It defines key messages, audiences, channels, and timelines, ensuring all stakeholders are informed and engaged throughout the project lifecycle, crucial for transparency, expectation management, and fostering collaboration

Travel Guide

This template is a comprehensive travel itinerary management tool, containing multiple feature-rich tables and dashboards for recording and managing travel companions, trip preparations, hotel arrangements, attraction information, and itinerary planning. With various views and data association capabilities, users can efficiently complete pre-trip preparations and itinerary management, enhancing the overall travel experience.

Lightweight CRM

A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently