客戶資訊Customer records
集中管理聯絡人與客戶資料，方便團隊查找。Keep contact and customer information organized for your team.
WOBOT / CRM 客戶管理CRM
把客戶與商機放在同一個脈絡Keep customer relationships in context
整理聯絡人與銷售商機，追蹤負責人、金額和進行階段，讓交接與跟進更有依據。Organize contacts and opportunities, and follow their owners, values and stages.
工作流程，更有條理Bring clarity to everyday work
從日常操作開始，讓重要資訊更容易整理與追蹤。Make everyday information easier to organize and follow.
商機追蹤Opportunity tracking
建立商機並記錄金額、負責人與銷售階段。Record opportunity values, owners and sales stages.
團隊掌握Team visibility
查看商機清單，協助安排後續聯繫與交接。Review opportunities and plan follow-ups and handovers.
功能可用性依啟用模組、平台與部署設定而異。AI 產出建議由使用者確認。Availability depends on enabled modules, platform and deployment. Review AI-generated output before use.