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Tracking customer interactions is a crucial aspect of business operations, but it often comes with its fair share of challenges. You might initially turn to Zapier for assistance, but there's a new contender in the market - Bika.ai. The B2B AI CRM template in Bika.ai is designed to help you overcome these hurdles. Free Trial
When comparing Zapier and Bika.ai, several key features stand out.
| Feature | Zapier | Bika.ai |
|---|---|---|
| Pricing | Automation starts at $19.99/month + Database starts at $20/month | Starts at $9.99/month per seat |
| Automation per Month | Starts at 750 tasks/month | Starts at 30,000 runs/month |
| Database Integration | Database separates from automation, additional cost | Integrated visual database with automation |
| Maximum Records | 500,000 records for the highest plan | 1,500,000 records for the highest plan |
| Tables Offered | Up to 50 tables in the highest plan | Unlimited tables |
| Templates | Templates without pre-filled content | Plug-and-play templates with pre-filled content and detailed guides |
| Customization | Limited by app connections and plan limits | Extensive customization with API-first design |
| Integration | Over 6,000 apps | Over 6,000 apps through integrations with Zapier, Make, Pabbly, and others |
| Data Handling | Limited field types and views | 38 field types and 13 node resources |
| Proactive Automation | None | Proactive AI that manages and schedules tasks |
Bika.ai has conducted extensive research and gathered practical feedback on the track customer interactions scenario use case. This has allowed it to adapt specifically for the relevant audience and market, ultimately improving efficiency and saving time.
The automation of tracking customer interactions brings numerous benefits to the efficiency of team collaboration. Bika.ai's B2B AI CRM templates are the ideal choice to solve these challenges. This leads to increased efficiency, time savings, reduced errors, customization options, convenience, and cost savings. Professionals such as manufacturing sales managers, finance marketing directors, and healthcare business development managers can all benefit from this. Additionally, there are numerous scenarios where this template can be applied, and its potential value to a team is significant. The use cases include tracking customer interactions.
The B2B AI CRM template from Bika.ai is a powerful tool for managing your clients. It prompts you or your sales team to write visit records every week and is suitable for B2B sales teams targeting enterprise organizations.
After installing the template, you'll receive an invitation to join BIKA and a template guide. Explore the People and Organization databases to manage your client information. Use the Visit database to record your sales team's visit records. The automation features will work automatically to send weekly summaries and dispatch daily visit missions.
The process of switching from Zapier to Bika.ai is straightforward. First, assess your existing workflows in Zapier and determine how they can be replicated or enhanced in Bika.ai. Then, register for Bika.ai and explore its extensive template library to match or improve your current automations. Finally, export your data from Zapier Tables in a CSV or Excel format and import it to Bika.ai to start benefiting from its robust automation features immediately.
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