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Lead Management Automation streamlines your sales workflow by managing leads efficiently through a Lead Pool, Lead Submission Form, Automated Lead Assignment, Lead Recycling, and a real-time Lead Dashboard. Monitor lead status, prioritize follow-ups, and improve conversion rates with automated reminders and comprehensive lead reporting, ensuring your sales team works smarter and closes more deals.

Use the Agile Workflow template as a centralized project management workspace for your Agile team. Streamline sprint tracking and backlog management, handle backlog prioritization with clear views, and improve project visibility across tasks, stories, and sprints. Built‑in agile automation and automated reminders power daily scrum standups, sprint start and end notifications, and overdue task alerts, helping teams stay aligned, reduce manual follow‑up, and keep every sprint on track.

Optimize your finance workflow with the Sales Contract Automation Management template. Track expiring contracts, manage outstanding payments, automate billing information, monitor customer transactions, and receive payment reminders. Ensure timely payment collection, accurate invoice tracking, and streamlined accounts receivable processes with automated reporting and notifications.

The Automated Stock Data Retrieval (Python) template automatically fetches US stock data every day and writes it into a structured table, giving you clean, consistent time series for analysis. Use it as part of your financial data automation stack to power stock trend analysis, dashboards, alerts, and quantitative analysis data for models and backtests. Designed for financial analysts, investment managers, data scientists, quants, and portfolio managers, it saves time on manual data collection so you can focus on research, strategy, and better investment decisions.

The AI Sales Report template turns raw sales data analysis into automated sales reporting and a clear weekly sales report for every store. Use AI sales analytics and AI retail analytics to run sales performance analysis, sales performance monitoring, and sales trend analysis across locations. It works like AI business intelligence for retail teams, supporting business analyst reporting, automated report delivery, and trend analysis for sales so managers and analysts can make faster, data‑driven decisions without manual reporting.

Simplify collecting, tracking, and analyzing customer feedback with this powerful template. Monitor satisfaction metrics, categorize feedback themes, assign follow-up automation, and visualize results with a feedback dashboard. Identify promoters and detractors to improve products, services, and overall customer experience. Perfect for sales teams, support teams, and product managers.

Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.

Automate lead generation, outbound email automation, and 3-day follow-up email sequences with Bika.ai. Create automated follow-up emails, email automation flows, and email reminders efficiently. Boost sales, BD, and marketing campaigns with AI-powered email automation, streamline lead research, and manage automated email outreach effortlessly.

Easily manage your recipient list and email records with a tag-triggered email automation system. Set up workflows in minutes to send personalized event emails or product updates automatically. Enjoy an easy setup process, clear tracking of open and reply rates, and precise control over every send—all powered by Bika.ai.

This AI VAT Invoice Information Recognition (China) template uses Baidu AI Cloud to deliver AI invoice extraction and end‑to‑end invoice workflow automation for Chinese VAT invoices. Automatically recognize key fields, verify invoices, and write results into your database to streamline financial data management. Support supplier invoice processing and purchase order invoices in the same flow, reducing manual input, lowering error rates, and helping finance teams, SMEs, accountants, and procurement departments keep VAT invoice records accurate, searchable, and audit‑ready.