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Streamlining Workflow Automation with AI

Small and mid-sized businesses (SMBs) and financial institutions increasingly rely on customer relationship management (CRM) platforms to streamline operations. However, many face challenges in optimizing their workflows due to fragmented systems, inefficient processes, and compliance constraints. In fact, recent research has shown that 63 percent of organizations experience these CRM challenges, often due to limited customization and the need for manual intervention.

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