Create Record

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.

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.

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.

Diary reminder

A simple diary template that helps you record your thoughts and feelings every day. It includes a reminder to fill in your diary every night and a weekly summary report of your diary entries.

Vika OKR

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