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.

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.

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.

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 covers basic functions such as product inventory, transaction records, and membership management, and is further equipped with AI-powered intelligent data analysis and strategy formulation. It provides comprehensive business operation support for stores, significantly enhancing management efficiency and customer service levels, and boosting store performance.

Streamline your customer support workflow with an automated IMAP email capture tool that records every customer email directly into your service database. This template enables real-time email to database automation, tracks sales email replies, generates weekly customer response reports, and ensures no customer feedback is missed. Ideal for support and sales teams looking to improve efficiency, transparency, and knowledge retention through automated email tracking.

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.

Enhance your sales workflow with this Customer Order Management template. Efficiently manage customer orders and information, track order processes, generate automated transaction reports, and summarize both personal and team orders with weekly order summaries. Receive timely email notifications for completed orders, streamline order entry, and improve overall order workflow efficiency. Perfect for sales teams, project managers, and businesses handling customized products.

This comprehensive template streamlines after-sales service, customer information management, and service ticket management. Automate ticket workflows, manage service processes efficiently, and optimize backend management with personalized workstations. Ideal for retail, e-commerce, home appliance repair, residential property maintenance, and domestic services, ensuring a seamless customer experience and improved service workflow.

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.

Streamline your client projects with this all-in-one template. Manage project progress, track tasks, visualize your workflow with dashboards, and organize contacts effortlessly. Perfect for consulting firms, law offices, and sales teams looking to improve project collaboration, project overview, and client project management.

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.

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

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

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

Streamline your product development process with this Customer Development CRM template. Manage customer personas, track interviews, collect qualitative feedback, prioritize backlog items, and plan feature enhancements to drive meaningful product improvement. Perfect for startups, product teams, UX researchers, and agile teams looking to focus on what customers need most.

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

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

Easily manage event contacts, track professional connections, and build your own personal CRM with this event CRM template. Log contact details, meeting notes, follow-up reminders, and attendee information all in one place. Ideal for networking events, conferences, and long-term relationship management. Boost your efficiency with an intuitive contact tracker and event workflow system.

A product catalog template with product and vendor tables.

Boost your B2B sales with this AI-powered CRM template. Efficiently manage customer information, track sales, automate daily tasks, and generate weekly sales reports. Streamline workflows, improve sales team performance, and gain full visibility into your CRM operations. Perfect for enterprise sales teams looking to enhance productivity and close more deals.