AI/AIZENME
🧲 AUTOMATION · Agents & IoT Level: Beginner ⏱ 15 MIN Freemium

Build a No-Code AI CRM in Feishu Bitable / Notion That Auto-Scores Leads & Drafts Follow-Ups

Traditional CRMs are bloated for small teams. Use Feishu Bitable (or Airtable/Notion) with AI columns so pasting raw call notes automatically extracts budget, lead score, next follow-up date and a tailored message.

CORE TOOLS Lark Base (Bitable) + DeepSeek Field Shortcuts
BEST FOR B2B sales teams, consultants, agencies, high-ticket advisors
REQUIREMENTS Free Feishu Bitable, Notion or Airtable account
✦ WHY THIS WORKFLOW

Sales reps hate filling out 20 CRM dropdown fields. Letting them paste one raw voice transcript while AI columns populate lead scores, dates and follow-up drafts drives 100% adoption.

✦ Interactive Workflow Animation Preview

Step-by-Step Action Checklist

0 / 4 Completed
READY-TO-USE PROMPT TEMPLATE
Open Official Tool / Repo ↗
Write a field-level AI prompt for a Feishu Bitable / Airtable CRM column that reads `{Raw Sales Notes}` and outputs:
1) [Lead Tier]: `A - Hot (<7 days)` / `B - Warm` / `C - Unqualified` + 10-word reason;
2) [Top 2 Priorities] & [Main Blocker];
3) [3-Day Follow-Up Message]: A natural, value-first 50-word message referencing their specific scenario (strictly ban pushy phrases like "Just checking in" or "Have you decided yet?").
Use Cases & Tags:
B2B sales call note structuringAutomatic A/B/C lead qualificationOverdue follow-up bot remindersPersonalized WeChat/email follow-up drafting#ai crm