B2B CRM
crm
v0.3.0A lightweight B2B CRM with a daily sales overview, accounts, activities, follow-ups, and a review-first pipeline.
- sales
- accounts
- contacts
- activities
- deals
- pipeline
瀏覽不需登入。安裝時需要登入並選擇一個工作區。
1 / 6
安裝後,你可以向智能體 提問
- “Add a new company and its primary contact from these notes.”
- “Show me the accounts with follow-ups due and summarize the latest activity.”
- “Log this customer interaction and schedule the next follow-up.”
- “Add this opportunity to the pipeline and show me deals by stage.”
範本會連同 Base 一起安裝作者撰寫的手冊,智能體因此無須猜測資料結構。
安裝後會建立的內容
- Base
- 4
- 應用
- 1
- 範例資料
- 40
- 檔案
- 25
- 智能體手冊
- 已包含
Base、欄位和範例資料會立即建立。應用程式碼和 智能體手冊則會作為變更請求提交,供你先行審核。