Business OS
客户
搜索客户、房源、机会、任务…⌘ K
B
评分
55/100
成交概率
52%
新线索
潜在收入
฿24K
交易金额 ฿24K
最近联系
5 h ago
LINE
Next Best Action
Qualify goal, schedule and package
Warm referral, but the learning goal is still too broad to quote confidently.
AI 跟进草稿
Before I recommend a package, can I ask what you want to improve most: daily conversation, work meetings, or presentations? Once I know that and your weekly schedule, I can suggest the most efficient plan.
客户概览
- 来源
- Friend referral
- 语言
- English / ไทย
- 业务线
- teaching
- 阶段
- 新线索
- 下一步
- Tomorrow · 11:00
AI 客户记忆
Warm referralNeeds goal discovery
客户时间线
5 h ago
最近联系
English speaking coaching
AI
AI 已完成客户筛选
Warm referral, but the learning goal is still too broad to quote confidently.