Feishu Scheduled Notifications

Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.

AI automation to manage your clients, prompt you or your sales team to write visit records every week, suitable for B2B sales teams targeting enterprise organizations.

This template integrates customer case tracking, after-sales service, employee training, and customer information management, providing comprehensive support for delivering a high-quality customer experience. And can be used in scenarios such as retail and e-commerce, residential property maintenance, home appliance installation and repair, and domestic services.

A customer development CRM template to manage customer personas, interviews, problem statements, and feature enhancements for product improvement

The customer order management template is suitable for highly customized products that require manual entry. It covers key processes from order input to customer notification, sales follow-up, and weekly report generation. By using automated email reminders and weekly order summaries, it ensures that customers receive timely order information. Additionally, it generates and sends weekly transaction reports to sales personnel and team leaders, enhancing the efficiency of the customer team and helping them effectively track customer information and manage order processes uniformly.

This template is ideal for consulting companies, law firms, and sales since it helps calculate the hours worked that require compensation, provides a high-level overview of the progress of your projects, and creates a collaborative platform.