所有範本

B2B CRM

crm
v0.3.0

A 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。