- Finest CRM with an intuitive interface: Pipedrive
- Finest free CRM providing premium upgrades: HubSpot
- Finest CRM for managing tasks and duties: monday CRM
- Finest CRM providing superior omnichannel advertising: Zoho CRM
- Finest CRM providing post-sales and alternative administration: Netsuite CRM
- Finest CRM providing no-code automation: Creatio
- Finest CRM for building or infield tasks: Jobber
- Finest CRM providing primary options for small companies: Much less Annoying CRM
- Finest CRM for processing and monitoring invoices: HoneyBook
- Finest CRM with a mixture of superior options and affordability: Freshsales
One of the best CRM software program is generalized gross sales instruments that permit companies of all sizes to handle and monitor buyer interactions and streamline processes. The software program presents a mixture of core and superior options, affordability, intuitive UX, and customization for companies to adapt the software to suit their distinctive wants.
Whereas the suppliers beneath supply basic advertising and gross sales options, in addition they have in-market specializations that permit area of interest sectors to implement a software with industry-specific options.
What’s CRM software program?
Buyer relationship administration software program is a sales-based software that organizes and manages knowledge about leads, purchasers, and enterprise workflows. CRM instruments can be utilized by gross sales and advertising departments, directors, managers, and others to make sure transparency round gross sales methods. CRM software program is supposed to combine with different gross sales, advertising, and operational applied sciences for seamless knowledge sharing.
To get began utilizing CRM software program, import all current consumer knowledge from spreadsheets or different digital warehouses. Then, combine essential exterior gross sales instruments and begin constructing out your CRM cycle. Coaching and customization will rely in your workflows, so I like to recommend testing automations and gathering suggestions to see what works finest on your staff.
Prime CRM software program comparability
Regardless that there are several types of CRM techniques, the most effective basic suppliers nonetheless supply core functionalities corresponding to integrations, inner and exterior omnichannel communication, and superior reporting and analytics. Beneath, I discover well-liked CRM suppliers to see how they examine and establish distinctive use instances for every.
Pipedrive: Finest CRM with an intuitive interface
Pipedrive is a straightforward and efficient CRM for managing end-to-end gross sales. Customers can create and monitor gross sales pipelines, handle leads, and automate total gross sales processes in a single place. As gross sales software program, Pipedrive presents customized fields, a drag-and-drop interface, and an intuitive design that permits customers of all technical experience ranges to simply navigate.
Why I selected Pipedrive
Whereas Pipedrive is a prime generalized CRM supplier, its scalability and {industry} specialization make it a standout CRM platform. It presents options and features for startups, SMBs, and enterprises. Among the industries that Pipedrive will be tailored to serve automotive gross sales, banking, B2B organizations, increased training, healthcare, and hospitality.
For one more basic CRM supplier specializing in intuitiveness, I recommend trying into Creatio or Much less Annoying CRM. Each choices are straightforward to implement and arrange however would possibly lack a number of the superior options you obtain with Pipedrive.
For extra info on this CRM supplier, learn our full Pipedrive evaluation.
Pricing
- Important: $14 per person monthly, billed yearly, or $24 per person when billed month-to-month. It contains folks and group administration, product catalog, gross sales assistant, and extra.
- Superior: $34 per person monthly, billed yearly, or $44 per person when billed month-to-month. It presents all Important options plus automation, two-way e mail sync, group emailing, and extra.
- Skilled: $49 per person monthly, billed yearly, or $64 per person when billed month-to-month. It helps all Superior options and contacts timeline, free Sensible Docs add-on, automated project, and extra.
- Energy: $64 per person monthly, billed yearly, or $79 per person when billed month-to-month. It contains all Skilled plan choices, telephone help, 500 customized fields, and extra.
- Enterprise: $99 per person monthly, billed yearly, or $129 per person when billed month-to-month. It presents all beforehand talked about options plus as much as 180 lively automation, limitless groups, and limitless customized permissions.
Options
- Multilingual and multi-currency: Helps a number of currencies and 22 languages and permits customers to create their very own customized forex.
- Permissions: Customise which customers can do what with variable person permission units that may create a number of ranges of person entry.
- Gross sales pipeline phases: Rename, create, delete, or document pipeline phases, in addition to make a number of ones that mirror your distinctive gross sales course of and stream.
Execs and cons
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Options
- E mail templates: Use pre-built gross sales e mail templates that may be personalised to your small business’s model to share with gross sales reps.
- Name monitoring: Make, document, and routinely log all calls straight from inside the software program.
- HubSpot AI: Innovate copy, summarize content material, create model voice, or construct out total help chatbots with easy-to-use AI instruments.
Execs and cons
| 14-day free trial. 24/7 e mail and chat help. Customers report an intuitive person interface. |
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monday CRM: Finest CRM for managing tasks and duties
Customers of monday CRM can handle all consumer and inner communication and workflows in a single place. At a look, they’ll perceive process and venture progress, making it straightforward to establish and cease inefficiency. Using monday gross sales CRM’s customizable, drag-and-drop venture trackers and sorting makes it straightforward for any permitted person to know detailed standing updates about all leads, tasks, and offers.
Why I selected monday CRM
monday CRM is an intuitive and easy-to-implement CRM with venture administration capabilities. Its dashboard makes it straightforward for groups to collaborate on tasks and offers whereas retaining monitor of necessary documentation and workflows. monday AI can also be in beta testing for automated process era and e mail composition instruments, making it a devoted and evolving gross sales CRM platform.
For the same CRM supplier with a variety of {industry} specializations, AI instruments, and pricing, I like to recommend trying into Pipedrive.
Learn our monday CRM evaluation for extra info.
Pricing
- Free model: Fundamental CRM choices are solely out there for college students and nonprofit organizations after making use of.
- Fundamental CRM: $12 per person monthly when billed yearly, or $15 when billed month-to-month. This tier presents limitless pipelines, boards and contacts, and templates for lead, contact, and deal administration.
- Customary CRM: $17 per person monthly when billed yearly, or $20 when billed month-to-month. This contains superior account, contact, and deal administration; two-way e mail integration with Gmail and Outlook; and an AI e mail generator.
- Professional CRM: $28 per person monthly when billed yearly, or $33 when billed month-to-month. This tier contains gross sales forecasting, e mail templates with customized parameters, mass emails, and added integrations.
- Enterprise CRM: Contact monday.com for a quote. This degree of help presents lead scoring, staff targets, and superior analytics.
Options
- Merge duplicate knowledge: Import knowledge and data and edit or merge any duplicated contacts for elevated knowledge hygiene.
- Group targets: Handle your staff’s targets and quota attainment over time whereas additionally monitoring the wins of particular reps or your entire staff.
- Mass emails: Ship personalised emails to leads in bulk to make lead outreach and engagement extra environment friendly.
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Zoho CRM: Finest CRM providing superior omnichannel advertising
Zoho CRM presents many options supporting omnichannel buyer engagement. These instruments home all customer-facing communication channels inside the CRM dashboard, together with phone, social media, e mail, and chat rooms. Companies can create multichannel and multi-step campaigns to interact with ultimate clients. This software unifies buyer alerts, corresponding to real-time updates throughout groups and interfaces.
Why I selected Zoho CRM
Zoho CRM is a top-scoring and main CRM system recognized for its advertising automation and gross sales intelligence instruments. Zoho CRM can also be inexpensive, which will be interesting for small to midsize companies. The cell app is extremely praised for its interface and accessibility, permitting gross sales reps to entry key info whereas on the go.
Zoho CRM is akin to different basic CRM suppliers on this listing, corresponding to Pipedrive, Freshsales, and monday gross sales CRM. Pipedrive and monday gross sales CRM each supply in-market experience in area of interest industries, whereas Freshsales presents a comparable free CRM platform and premium pricing construction.
Try our impartial Zoho CRM evaluation for extra perception.
Pricing
- Free CRM: Free for as much as three customers and comes with lead and doc administration and a cell app.
- Customary: $14 per person monthly, billed yearly, or $20 per person when billed month-to-month. Customers can entry e mail insights, gross sales forecasting, and a number of currencies.
- Skilled: $23 per person monthly, billed yearly, or $35 per person when billed month-to-month. This tier contains all Customary options, plus project guidelines and limitless customized experiences and dashboards.
- Enterprise: $40 per person monthly, billed yearly, or $50 per person when billed month-to-month. It introduces AI-powered instruments, plus e mail segmentation, auto-response, and extra.
- Final: $52 per person monthly, billed yearly, or $65 per person when billed month-to-month. It grants entry to all beforehand talked about options plus entry to Zoho Analytics.
Options
- Social integration: See what customers and potential clients say, search, and interact with about your model or answer on-line.
- Finance suite: Generate and share quotes, invoices, and buy orders with entry to stock and delivery info and gross sales historical past.
- Blueprint editor: Create a step-by-step gross sales course of inside the software program for every gross sales rep to comply with.
Execs and cons
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Netsuite CRM: Finest CRM providing post-sales and alternative administration
With Netsuite CRM, organizations can enhance total gross sales efficiency with visibility into gross sales pipelines and forecasts and a totally unified quote-to-order, money, and achievement answer. Past marketing campaign administration, help groups can entry buyer info anytime, anyplace to drive buyer satisfaction and retention. This manner, clients expertise help that may affect referrals and new alternatives.
Why I selected Netsuite CRM
NetSuite CRM is a product of Oracle that gives a stream of knowledge throughout a enterprise’s buyer lifecycle, from lead era by means of alternative, order, achievement, renewal, upsell, cross-sell, and help. Customers can generate a single view of prospects, clients, companions, and distributors and provides gross sales, advertising, and help groups real-time knowledge to ship top-level buyer experiences and drive gross sales.
Netsuite CRM presents primary gross sales and help options however lacks many further tech options in comparison with others on this listing. If AI-powered instruments or extra superior lead era and reporting capabilities are a precedence, I recommend contemplating HubSpot, Zoho CRM, or Freshsales.
Pricing
- Contact for quote: Customers subscribe to NetSuite for an annual license charge primarily based on the core platform, optionally available modules, and the variety of anticipated customers.
Options
- Touchdown pages: Construct native web-to-lead types to generate leads by capturing info like identify, job title, and make contact with info.
- Marketing campaign administration: Create and monitor focused, personalised advertising campaigns primarily based in your ultimate buyer’s demographics, buy developments, response patterns, and extra.
- Customer support administration: Present elite customer support with case and information administration instruments, plus allow an internet self-service software with interactive communication.
Execs and cons
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Creatio: Finest CRM providing no-code automation
Creatio is a CRM supplier that may be personalized with none code. This permits companies to automate workflows and construct out their ultimate gross sales course of without having superior technical information. That is ultimate for companies that need a CRM system that may be personalized to their particular advertising, gross sales, and repair processes.
Why I selected Creatio
Creatio is a CRM supplier that embraces the liberty to create customized automation and workflows. It’s simple and will be tailored to a number of industries like banking, insurance coverage, telecommunications, and extra. With strong help, programs, movies, and playbooks, Creatio provides customers the sources they should implement and customise the software program.
If you need an much more inexpensive answer with Google Workspace integrations, I like to recommend Freshsales in its place.
Need to know extra? Head over to my evaluation of Creatio.
Pricing
- Gross sales Product: $15 per person monthly. It presents a gross sales administration platform.
- Advertising and marketing Product: $15 per person monthly. It presents a multichannel advertising platform.
- Service Product: $15 per person monthly. It contains an clever, full-cycle service administration platform.
- Development Platform: $25 per person monthly. It contains primary automation for small to midsize companies.
- Enterprise Platform: $55 per person monthly. It presents a full gross sales automation platform for company or enterprise wants.
- Limitless Platform: $85 per person monthly. It permits customers to ship limitless automation for superior enterprise organizations.
Options
- Order and contract administration: Create product catalogs, contract and documentation trackers to approve orders, in addition to omnichannel order processing and historical past monitoring.
- Gross sales forecasting: Overview collaborative and versatile forecasts of various classes, gross sales efficiency planning, prediction and inspection, gross sales dashboards, and extra.
- Buyer 360: Acquire full visibility over buyer knowledge captures, buyer insights, full historical past monitoring, buyer engagement scoring, and seamless communication.
Execs and cons
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Jobber: Finest CRM for building or infield tasks
Jobber is a discipline service CRM that retains all consumer info up to date and centralized so customers can simply entry key info whereas on the go. With Jobber, they’ll handle incoming requests, create quotes, schedule jobs and tasks, ship invoices, and settle for fee in particular person or on-line. This makes it an amazing CRM supplier for small companies that provide labor companies.
Why I selected Jobber
Jobber’s cell software program helps customers quote, schedule, bill, and receives a commission. Area of interest industries and companies that profit from Jobber embody landscaping, plumbing, electrical contracting, pest management, and cleansing companies.
Jobber’s options make it an amazing software for basic contractors, however it may be expensive. If you need an identical software that may supply the identical enterprise advantages and extra scalability, I like to recommend contemplating Pipedrive for its building {industry} specialization.
Pricing
- Free Trial: New customers can attempt Jobber free of charge for 14 days. No bank card is required.
- Core: $29 monthly, billed yearly, or $39 monthly, billed month-to-month. This grants one person entry to a 24/7 self-service hub, job administration, and quoting instruments.
- Join: $129 monthly, billed yearly, or $169 monthly, billed month-to-month. This helps as much as 5 customers, in addition to digital funds and automatic bill reminders.
- Develop: $219 monthly, billed yearly, or $349 monthly, billed month-to-month. This tier helps as much as 15 customers, two-way messages, QuickBooks on-line, job costing, and extra.
Options
- Time monitoring: Monitor staff members clocking out and in of jobs plus any bills from anyplace so payroll directors are all the time within the know.
- GPS monitoring: Set up FleetSharp monitoring inside firm autos to trace staff members and gear as they full actions in real-time.
- Bank card processor: Present quick, handy, and easy fee course of and choices for purchasers to pay straight, together with automated billing and on the spot payouts.
Execs and cons
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Much less Annoying CRM: Finest CRM providing primary options for small companies
Much less Annoying CRM is a self-funded CRM supplier that serves small companies. Its pricing is inexpensive and flat month-to-month. It presents free buyer help, and clients can join and cancel at any time when they need. Fundamental options provided by Much less Annoying CRM embody contact administration, embedded calendars and integrations, process administration, and collaboration instruments.
Why I selected Much less Annoying CRM
Much less Annoying CRM is straightforward to arrange and use, even by organizations with restricted technical experience. With 256-bit encryption, fixed backups, and free updates, the software program is safe whereas retaining a simple UI and upkeep. This makes it an amazing choice for startups or small companies needing a primary advertising automation and gross sales operations software.
Since Much less Annoying CRM caters to small companies that want core CRM options, some organizations would possibly discover it limiting. If you need an identical product, take a look at Creatio for its affordability.
Learn my Much less Annoying CRM evaluation right here for extra.
Pricing
- Much less Annoying CRM: $15 per person monthly. This single primary plan contains limitless contacts and corporations, limitless gross sales pipelines, process administration, cell entry, and all Much less Annoying CRM options and free upgrades.
- Customized quote: Free personalised quote if your small business expects to have greater than 10 customers on the CRM.
Options
- Agenda abstract: Obtain an e mail each morning exhibiting all conferences scheduled with occasion and process overviews.
- Cell: Entry all gross sales and consumer info with cloud entry, cross-device, and no set up required.
- E mail logging: Monitor BCC’s e mail conversations within the CRM, and the e-mail historical past shall be connected to the lead’s contact web page inside the platform.
Execs and cons
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HoneyBook: Finest CRM for processing and monitoring invoices
HoneyBook prioritizes skilled and safe fee processing for its customers. Processing greater than $8 billion in transactions, customers of HoneyBook can simply create and ship branded voices that receives a commission on time by means of easy digital processing straight by means of its platform. Companies can create an intuitive buyer fee expertise that ensures money stream with on the spot deposits.
Why I selected HoneyBook
HoneyBook is an all-in-one consumer stream administration platform that helps companies create uniform consumer experiences from lead era to buying. Customers can create interactive web sites and consumption types that make it straightforward for purchasers to pick out companies, signal contracts electronically, and ship funds.
If you need comparable administration software program that provides extra venture administration instruments and will be scalable for greater groups and companies, I recommend trying into monday gross sales CRM for its customizable workflows and expense monitoring.
Pricing
- Starter: $16 monthly for the primary yr when billed yearly or $19 monthly when billed month-to-month. It contains limitless purchasers and tasks, proposals and contracts, primary experiences, and extra.
- Necessities: $32 monthly for the primary yr when billed yearly or $39 monthly when billed month-to-month. Get every part within the Starter tier plus scheduler, QuickBooks integration, as much as two staff members, and customary experiences.
- Premium: $66 monthly for the primary yr when billed yearly or $79 monthly when billed month-to-month. It presents all Necessities options, limitless staff members, precedence help, onboarding specialists, and extra.
Options
- Automation: Customise step-by-step sequences for emails, duties, and extra to avoid wasting time on mundane duties.
- Scheduling: Share assembly hyperlinks with purchasers to e-book time with you straight with branded calendars with affirmation and reminder notifications.
- Contract administration: Create, customise, and electronically signal contracts with on-line contract templates, views, and administration instruments.
Execs and cons
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Freshsales: Finest CRM with a mixture of superior options and affordability
Freshsales is a sturdy basic CRM system that provides all of the core contains a enterprise would count on from a CRM software, along with superior technical options for lead administration and engagement. Not solely does Freshsales assist you to import and handle leads, but it surely additionally scores contacts as high-intent primarily based on their place of their group and their engagement along with your model.
Why I selected Freshsales
Freshsales is a prime CRM supplier for small companies, particularly because of its affordability. The platform presents a free model that solely permits as much as three customers, which might be productive for a startup or small enterprise. Nevertheless, SMBs with extra customers would seemingly be extra concerned with premium plans that present entry to superior options.
For those who’re contemplating one other CRM software with extra free options and capabilities, look into HubSpot, notably for its further scalability.
Head over to our detailed Freshsales evaluation for extra info on this CRM supplier.
Pricing
- Free CRM: Free for as much as three customers and presents e mail templates, a gross sales dashboard, and extra. Customers entry primary contact and account administration, duties, knowledge import and export, e mail templates, and extra.
- Development: $9 per person monthly, billed yearly, or $11 per person when billed month-to-month. This tier contains every part on the free degree: two-way e mail sync, parallel calling, SMS integration, and extra.
- Professional: $39 per person monthly, billed yearly, or $47 per person when billed month-to-month. Customers get every part within the Development degree plus Freddy AI insights, 50 customized roles, territory administration and extra.
- Enterprise: $59 per person monthly, billed yearly, or $71 per person when billed month-to-month. It contains all out there options, together with these talked about, audit logs, extract APIs, and a devoted account supervisor.
Options
- Territory administration: Section and prioritize leads primarily based on preset guidelines and establish key territories with built-in metrics.
- Audit logs: Monitor and filter exercise corresponding to edits, deletions, or configuration adjustments in chronological order for final knowledge governance.
- Chat campaigns: Ship personalised messages with trigger-based campaigns that may generate and qualify leads.
Execs and cons
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Advantages of CRM software program for enterprise
There are a lot of advantages any enterprise in any market can acquire from the implementation of buyer relationship administration software program. It doesn’t matter what {industry} or measurement of your organization, a CRM answer can deliver workflow optimization, knowledge integrity, and extra viewers focusing on. This manner, customers can supercharge their help methods, talk clearly and successfully, in the end resulting in faster deal closing and elevated buyer satisfaction.
Options to search for in a CRM system
The options you want in a buyer relationship administration system can rely on your small business wants, however there are some core functionalities each enterprise ought to search for. Since CRMs are constructed for prioritizing buyer relationships, options that make communication, group, and reporting on actions are principal.
Some standout options to search for in a CRM system are:
- E mail administration: Use templates or generative AI to rapidly ship, monitor, and get notified when emails are opened.
- Pipeline administration: Construct out pipelines that match your gross sales course of precisely to know the place every account or consumer is within the deal-closing stage.
- Exercise monitoring: Monitor and automate consumer actions corresponding to emails, conferences, paperwork, and extra.
- Gross sales forecasting: Strategize insights and projections primarily based on historic knowledge round groups, territories, alternatives, and extra.
- Integrations: Sync your CRM system with all different thrilling applied sciences in your stack for seamless knowledge and information administration.
CRM pricing concerns
CRM system pricing is usually primarily based on two components—the options you need and the variety of customers you propose to have. Pipeline administration, e mail syncing and templates, and primary experiences are thought of core options which are sometimes provided even within the decrease costing plans. AI-powered instruments, superior analytics, and extra integrations are typically hidden behind increased paywalls. I additionally need to be aware that the fee relies on a month-to-month or annual billing cycle, with the annual one usually being closely discounted.
How do I select the most effective CRM software program for my enterprise?
This listing I’ve created presents the highest basic CRM suppliers out there, however now that you must slender them down to seek out the software program for you. I recommend the next move be requesting quotes or demos from the suppliers that pique your curiosity or signing up for his or her free variations or trials. This manner, you’ll be able to talk straight with the supplier’s gross sales staff and implement the software program into your current gross sales and advertising course of.
Beneath are pattern questions or factors of consideration I recommend when choosing CRM software program:
- What’s the complete in-market experience on your {industry}?
- Is the CRM scalable and detailed sufficient to suit your enterprise measurement?
- How does the CRM pricing work for this supplier?
- Are their companies inside your price range? Would you like a free CRM first?
- Does the CRM supply the superior options you want, corresponding to listing segmentation or an AI assistant?
- Does the CRM software program combine with instruments you have already got in your tech stack?
Methodology
I scored and reviewed every of those basic CRM suppliers in opposition to an in-house rubric created by our staff. This rubric is printed with standards and subcategories of ordinary CRM options and functionalities. Subsequent, I recognized an excellent use case for every supplier that summarizes the product’s finest choices to assist information you to a supplier that most closely fits your wants.
Right here’s the precise breakdown of the scoring standards I adopted when reviewing the most effective CRM software program:
- Value: Weighted 25% of the full rating.
- Core options: Weighted 25% of the full rating.
- Customizations: Weighted 15% of the full rating.
- Integrations: Weighted 15% of the full rating.
- Ease of use: Weighted 10% of the full rating.
- Buyer help: Weighted 10% of the full rating.
Continuously requested questions (FAQs)
Which is the most effective CRM software program?
One of the best basic CRM software program contains HubSpot, Pipedrive, Freshsales, Zoho CRM, Creatio, and extra. A enterprise can profit from any CRM supplier on this listing. However since every presents a singular ultimate use case, one would possibly suit your wants higher than one other. I recommend first contemplating your price range, particular wants, {industry} specialization, and variety of customers. From there, this information will help steer you in the best path towards the most effective CRM for you.
What’s the best CRM software to make use of?
Since customers could have a employees of various technical talent units, selecting an easy-to-use CRM is comprehensible. Whereas this may be subjective, easy-to-use CRMs sometimes supply no-code customizations, simple setups, and an intuitive person interface. On this information of the most effective CRMs, Freshsales, Creatio, Much less Annoying CRM, and Pipedrive all have acquired optimistic, actual person suggestions concerning ease of use.
Is there a totally free CRM software?
Some CRM suppliers supply totally free variations of their software program. Sometimes, these free CRMs are restricted variants of their expansive platforms that solely supply primary options corresponding to contact administration, capped integrations, and e mail templates. These free CRMs even have a capped variety of customers, averaging between two and 5 customers. For those who subscribe to a totally free CRM and run into roadblocks with how stripped the platform is, upgrades and add-ons can be found.
What are the 4 sorts of CRM?
There are 4 sorts of buyer relationship administration techniques: analytical, operational, collaborative, and advertising. Each CRM supplier falls into not less than considered one of these classes primarily based on the prioritized options and particular options the software program goals to supply. Analytical CRM contains a variety of knowledge mining and reporting; operational CRM helps with venture and pipeline administration; collaborative CRM helps promote inner and exterior communication, and advertising CRM helps with lead era and consumer engagement.
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