B2B CRM
v0.3.0
A lightweight B2B CRM: a daily sales overview, accounts, contacts, activities, follow-ups, and a deal pipeline by stage.
瀏覽不需登入。安裝時需要登入並選擇一個工作區。
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從這句話開始，持續和 Agent 工作
- “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.”
從下方的請求開始，之後持續向 Agent 提出任務、回饋與調整要求。範本提供背景與工作說明，Agent 操作工作區；你透過介面查看結果、審核變更與回顧。