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kelly-crm

Runs a personal CRM over contacts, companies, deals, and interactions with a pipeline dashboard and an agent-drafted follow-up review queue.个人 CRM:联系人、公司、交易和互动记录,带 pipeline dashboard 和 agent 起草的跟进审批队列。

When to use it什么时候用

Use it when tracking deals and relationships, reviewing pipeline health, or approving and editing follow-up drafts before the agent sends them through other channels.跟踪交易和人脉、查看 pipeline 健康度、批准/编辑跟进草稿(由 agent 经其他渠道发出)时使用。

Overview
OverviewCRM command desk with pipeline totals by stage, follow-ups due, recent activity, and network counts.
总览CRM 操作台:分阶段 pipeline 金额、到期跟进、近期互动和人脉统计。
Deals
DealsPipeline table across stages with amounts, probability, next steps, and a per-deal interaction timeline.
交易跨阶段的 pipeline 表格,包含金额、概率、下一步和每笔交易的互动时间线。
Contacts
ContactsContact list with relationship strength, last touch, and per-contact interaction history and open deals.
联系人联系人列表:关系强度、最近接触,以及每个联系人的互动历史和进行中交易。
Follow-up queue
Follow-up queueAgent-drafted follow-up messages with editable drafts, risk badges, and approve/request-changes/block decisions.
跟进队列Agent 起草的跟进消息,带可编辑草稿、风险标记和批准/请求修改/搁置决定。