This template is designed for the financial management team, focusing on tracking and managing the payment status of cooperative customers to improve the efficiency and accuracy of payment collection.

Automatically generate a sales report for store managers based on the past 7 days of sales data.

The Customer Satisfaction Form and Analysis Template simplifies collecting, organizing, and analyzing customer feedback. With structured forms, Automated email reminder for followers to categorize insights, and a detailed dashboard, this template helps teams measure satisfaction, identify trends, and take action to improve products and services.

Lead Management Automation includes a Lead Pool, Lead Submission Form，Sales Round-Robin Assignment Table, Automated Lead Assignment, Automated Lead Recycling, and a Lead Dashboard. It automatically assigns leads, recycles leads not followed up within the set time, and monitors status in real-time, improving efficiency and conversion rates.

Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.

This template helps sales teams set goals, track the progress of strategic plans, and ensure business growth is achieved

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

This template helps you organize events and contacts effectively, allowing you to log key details, expanded into a complete personal CRM for managing and nurturing your professional network.

This template helps manage media and public relations, track important articles, publications, and media contacts, and facilitate effective communication and collaboration.

A product catalog template with product and vendor tables.

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.

The Product Messaging Library Template organizes your product is messaging guidelines, ensuring consistent communication across teams and helping maintain a unified brand voice.

A business development CRM template to manage partnership opportunities, track partner details, log interactions, and organize contact information for streamlined collaboration

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.

A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently

A Simple & Powerful CRM offers essential resources for managing customer relationships effectively. Whether you're starting out or optimizing existing processes, this CRM toolkit provides valuable insights and support to enhance your business operations.

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 aims to provide an automated Net Promoter Score (NPS) follow-up form system for the company's Client Server team, Product Manager, market researchers, and company management. Through this system, you can achieve real-time monitoring and reminders of customer feedback, automatically collect and process new data, and display analysis results through intuitive dashboards to help the team more efficiently understand customer satisfaction and improvement directions.

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.

This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.