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Vika CRM模板

用于Vika团队的销售团队拜访记录管理

B2B AI CRM

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.

Relationship Care

You can use this template to record your relationship care activities, and the system will automatically remind you to care for your loved ones.

Invoice collation reminders

Based on your To facilitate the work of finance and administrative staff, the system will automatically remind company colleagues to collect invoices and submit applications on a regular basis according to your settings. In this way, colleagues can quickly take photos and upload invoices, helping finance and administrative staff to quickly collate invoice data for subsequent reimbursement or tax filing processes., regular automatic reminders for invoice information collation and quick photo upload of invoices by the user help users to quickly collate invoice data for subsequent reimbursement or tax filing.

AI Project Issues and Tickets

Use AI automation to manage your project issues, tickets, requirements, and bugs. By automatically collecting, summarizing, and prompting actions, you can manage project progress more effectively and provide timely feedback to users on development progress

Vika OKR

This is a template for managing team quarterly OKRs in Vika, helping teams better set and track goals.

Daily Standup

It is a short meeting where team members discuss their work from the previous day, what they plan to work on today, and any obstacles that may prevent them from achieving their goals.