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CRM is designed to streamline and manage the myriad of administrative, compliance, and day-to-day tasks that challenge even the most highly organized professionals. It helps you brief account documents and record the unique development changing needs of each account on an ongoing basis. CRM delivers a great synoptic record with instant access to biographical, historical, and financial information. It provides an administrative calendar, past due and report writer capabilities, and serves as a management tool.

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