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Service

Custom CRM

$1,690

United States dollars (USD)

A CRM tailored to CAF, tax, or service-desk workflows.

  • Clients, dossiers, tasks, reminders
  • Document checklist per practice
  • Role-based staff access
  • Export to CSV / Excel

Fulfillment: electronic delivery. Refunds: policy.

  • Visa
  • Mastercard
  • American Express
  • Discover
  • PayPal

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