Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.
B2B客户管理与销售追踪
AI自动化管理好你的客户,敦促您或您的销售团队每周写好拜访记录,适合B2B面向企业组织的销售团队。
Customer development CRM
A customer development CRM template to manage customer personas, interviews, problem statements, and feature enhancements for product improvement
Customer projects
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.
Design project pipeline
This folder contains a template to manage design project progress, helping teams stay updated on project status. You can track task status, priority, due dates, and team members.
Please review the README file for instructions before starting.