关联

销售合同自动化管理

本模板专为财务管理团队设计，专注于合作客户的回款情况跟踪和管理，以提高回款效率和准确性。

顾客满意表及分析

客户满意度表格与分析模板简化了收集、组织和分析客户反馈的过程。通过结构化表格、自动化的跟进者电子邮件提醒以分类见解以及详细的仪表板，该模板帮助团队衡量满意度、识别趋势，并采取行动改进产品和服务。

SEO 内容营销

内容营销对 SEO 结果至关重要。此模板优化您的策略，跟踪内容生产，激发新想法，将内容与 SEO 关键字和受众对齐，并管理活动工作流。

OKR（目标与关键成果）管理与报告自动化

OKR（Objectives and Key Results）即目标与关键成果法，是一套明确和跟踪目标及其完成情况的管理工具和方法。1999年OKR在谷歌发扬光大，在Facebook、LinkedIn等企业广泛使用。

承包商/自由职业者管理

承包商/自由职业者管理模板简化了从筛选到完成的管理。集中资源管理，链接任务，自动化发送邮件，并跟踪项目费用以实现透明度。

Business Contract Management

The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency

敏捷工作流程

为团队的项目管理提供支持，增强敏捷实践中的协作和可见性

Project tracker

The project tracker template is designed to help teams effectively manage and track project progress. Through this template, users can easily record tasks, assign responsibilities, set deadlines, and update project status in real time.

Project planning

Even the simplest project has many elements to track. With this comprehensive template, you can easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle.

User Story Mapping

This folder contains the Bika.ai User Story Mapping Template, designed to help teams effectively organize and prioritize user stories. With this template, you can clearly visualize the user journey, identify key features, and ensure that new capabilities align with user needs.