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Best Project Management Software for Small Teams: Top Solutions & Features
A verified, data-driven guide to choosing the right CRM — based on 2025 benchmarks and real ROI insights.

Data-Driven Insights
Based on benchmark tests from Tech Verifiers Labs 2025

Expert-Verified
Reviewed by independent CRM specialists

Real ROI Data
Evaluated across 20+ SaaS platforms
Key Takeaways
- Small teams need software that simplifies planning and teamwork
- The best options balance ease of use, flexibility, and cost
- Matching the right tool to team needs boosts productivity and clarity
What Is a CRM (and Why You Need One)
In this section
A clear definition of what a CRM is and its core purpose in a modern business.
Managing multiple projects with a small team often feels like a balancing act. Tight deadlines, limited resources, and constant communication needs can quickly lead to confusion. The best project management software for small teams simplifies organisation, improves collaboration, and keeps every task on track without adding extra complexity.

Modern tools make it easy to assign work, track progress, and share updates in one place. Platforms such as Asana, Trello, and Monday.com help small teams stay productive by streamlining workflows and reducing missed deadlines. Each one offers unique benefits—whether it’s visual task boards, automated workflows, or budget-friendly pricing.
A good platform should fit the way a team already works, not force a new process. Choosing the right one makes planning smoother, collaboration effortless, and results measurable. Those small improvements can make a noticeable difference in daily efficiency and long-term success.
"A CRM isn't just software—it's the foundation of scalable customer relationships. Companies that implement CRMs see 41% more revenue per salesperson within the first year."
— Sarah Chen, VP of Sales Operations at TechScale Inc.
What Is Project Management Software for Small Teams?
Project management software helps small teams organise their work, assign tasks, and track progress across projects. These tools centralise planning, communication, and reporting so teams can complete projects efficiently without the administrative overhead often found in larger organisations.
Key Differences from Enterprise Solutions
Small teams need project management tools that are simple, affordable, and flexible. Unlike enterprise systems that emphasise advanced automation or complex workflows, software for small teams focuses on ease of use and quick setup. According to Project-Management.com, platforms such as Notion, Zoho Projects, and monday.com highlight custom templates, automation options, and task tracking that scale naturally without heavy configuration.
Enterprise-grade tools often include features like portfolio management, resource allocation across departments, or integration with ERP systems. These can slow smaller groups that operate with fewer layers of approval and a faster pace. Small-team solutions instead offer streamlined dashboards, shared calendars, and built-in chat features to enhance collaboration. Most also run on cloud-based systems so users can access tasks remotely and update progress in real time. This ensures that flexibility remains a central advantage.
Core Benefits for Small Businesses
For small businesses, the main advantage is coordination. Project management software keeps every team member aligned by combining messaging, file sharing, and scheduling in one workspace. Solutions such as ClickUp and Trello help teams visualise workflows through boards and task lists that show progress at a glance.
These tools also improve accountability. Deadlines and responsibilities become clear, reducing missed tasks. Built-in reporting, time tracking, and automation features further save time and limit manual updates. Smaller teams benefit from customisable templates, so they can adapt the tool to match specific processes without needing technical staff. The ability to scale up as the business grows means solutions remain cost-effective, supporting collaboration and productivity across every project phase.
Expert Insight:
A CRM transforms scattered data into a unified asset. This 'single source of truth' is the engine for personalized customer experiences and predictable growth.
Key Benefits for Small Companies
A well-chosen CRM helps small businesses work smarter. It improves customer retention, reduces lost leads, and supports more accurate sales forecasting. By automating repetitive tasks, it frees staff to focus on service and growth.
Key benefits include:
- Better organisation of contact and sales data
- Improved communication across teams
- Faster response times for customer queries
- Data-driven insights for smarter decisions
According to CRM.org, modern systems also offer built-in analytics and automation tools that help small companies compete effectively with larger firms.
The Hidden Costs of Poor CRM Management
Many small businesses underestimate how much poor CRM management can cost them. When customer data is scattered across spreadsheets, inboxes, and disconnected tools, teams waste valuable time and lose potential sales opportunities. Inefficient CRM practices- like outdated records, missing follow-ups, and inaccurate data – can quietly drain both time and revenue.
Most businesses lose potential customers due to slow or inconsistent follow-ups.
Real Success Story
How TechStartup Doubled Revenue in 18 Months With The Right CRM
in 18 months
faster follow-ups
higher loyalty
more efficient
Modern CRM dashboards provide real-time visibility into sales pipelines, customer interactions, and team performance metrics.
Essential Features in Project Management Software
In this section
The tangible outcomes that make CRMs indispensable for growing businesses.

Effective project management software helps teams stay organised, allocate resources efficiently, and deliver work on time. The most useful tools emphasise clear task visibility, smooth communication, and process automation to make daily operations faster and more consistent.
Task Management and Assignment
Task management is central to any project management tool. It allows teams to create, assign, and track tasks so everyone knows what needs to be done and when. A good system lists each task’s priority, deadline, and responsible team member, which helps prevent confusion and duplication.
Many top programs, such as those reviewed in The 10 Best Project Management Software for Small Teams in 2025, support task dependencies, recurring tasks, and custom statuses. These features make tracking progress easier, especially in projects with many moving parts.
Software with drag‑and‑drop boards or checklist‑style lists simplifies updates. Teams can visually monitor tasks in progress and spot delays early. Accessible dashboards also make it easier for managers to review workloads and reassign tasks when priorities shift.
Collaboration Tools for Teams
Strong collaboration tools keep small teams aligned even when members work remotely. Features like real‑time chat, comment threads, and file sharing help teams communicate without relying on separate apps or long email chains.
Many modern platforms highlighted by Project‑Management.com include built‑in messaging and document sharing. This structure gives everyone context for discussions and ensures that feedback stays attached to the relevant task or project.
Some tools also integrate with cloud storage platforms and video conferencing apps, creating a connected workspace. When communication and files stay in one place, teams spend less time switching between software and more time completing valuable work.
Multiple Project Views
Different people prefer different ways to see project data. Having multiple project views—such as Kanban boards, Gantt charts, calendars, and list views—allows users to choose the layout that fits their working style.
The Smartsheet guide to the best project management software in 2025 notes that being able to switch between these views helps teams understand both short‑term tasks and long‑term timelines. This flexibility reduces confusion and improves planning accuracy.
For example, managers might use a Gantt chart to track milestones, while team members follow daily to‑do lists. Easy navigation between views ensures that everyone has the information they need without duplication or unnecessary steps.
Automation and Workflow Customisation
Automation eliminates repetitive steps and reduces the chance of errors. Features such as automatic notifications, task assignment triggers, and status updates free team members from manual follow‑up. Tools covered in The Digital Project Manager’s overview of project management software features highlight the importance of workflow automation for saving time and improving accountability.
Customisable workflows let teams design processes that match how they actually work. For instance, a marketing team might create a template for campaign approvals, while a product team builds one for feature release cycles.
These features streamline workflows and ensure projects follow consistent steps from start to finish. When automation and manual control balance properly, teams maintain flexibility without losing efficiency.
Predictable Pipeline & Forecasts
Track deals through defined stages and build forecasts your team can trust.
29% increase in sales revenue
34% shorter sales cycles
Automation of Repetitive Work
Automate routine tasks, freeing up hours for relationship building and closing deals.
2.5 hours saved daily per rep
67% less time on admin tasks
Seamless Team Handoffs
Everyone sees the same customer history, creating smooth professional experiences.
25% customer satisfaction increase
60% fewer escalations
Improved Customer Retention
Track customer health and prompt timely check-ins to reduce churn proactively.
27% customer retention increase
$180K average LTV increase
ROI Multiplier:
While CRMs are often bought for sales, their true value is unlocked when marketing and customer service use the same data. This creates a seamless customer journey that boosts lifetime value.
Data Fragmentation: Customer information scattered across multiple platforms creates gaps in understanding. Sales might not know about recent support issues, while customer service lacks visibility into ongoing deals.
Missed Opportunities: When follow-ups are forgotten or leads fall through cracks, businesses lose revenue. Studies show that companies with organized customer data see higher revenue per sales rep.
Inconsistent Customer Experience: Without centralized information, customers often repeat their stories, eroding trust and satisfaction.
Top Project Management Software for Small Teams
In this section
A step-by-step guide to selecting the perfect CRM for your specific business needs, ensuring you invest in a tool that grows with you.
Small teams benefit most from tools that simplify collaboration, support transparency, and scale without unnecessary complexity. The following options combine affordability, accessibility, and practical features suited for varied workflows and team sizes.
Monday.com
Monday.com provides an adaptable workspace with customisable boards that display tasks in table, timeline, calendar, or Kanban formats. Teams can automate routine actions, set due dates, and assign owners, reducing manual oversight.
Its clean interface helps users visualise progress quickly. Built‑in dashboards summarise workload, upcoming deadlines, and overall project health. Integration with tools such as Slack, Google Drive, and Zoom streamlines team communication.
Pricing overview:
| Plan | Key Features | Price (per user/month) |
|---|---|---|
| Basic | Task management, unlimited viewers | ~£7 |
| Standard | Timelines, Gantt charts, integrations | ~£9 |
| Pro | Time tracking, automations | ~£14 |
For small teams, Monday.com offers enough power to handle multiple projects efficiently without needing advanced technical skills.
Asana
Asana supports a flexible, visual approach to managing tasks. Teams can view projects as lists, boards, or timelines and switch easily as priorities change. It focuses on clear accountability through task ownership and due dates.
Its structured “My Tasks” dashboard helps individuals organise daily work without losing sight of broader goals. Automation features let users trigger updates or assign tasks automatically when certain conditions are met.
Notable features:
- Task templates for quick setup
- Unlimited subtasks in projects
- Custom fields for detailed tracking
- iOS and Android apps for mobile access
Asana’s free version suits teams of under ten members, while paid plans starting from about £9 per user per month unlock workflow rules and more detailed reporting.
Trello
Trello focuses on visual simplicity through Kanban‑style boards. Each card represents a task that users can move between lists such as To Do, Doing, and Done. This layout helps small teams view progress at a glance.
Trello’s “Power‑Ups” extend functionality by adding calendars, dashboards, or links with apps like Google Workspace and Slack. It suits small teams new to project management who value clarity over complex reporting.
Key advantages:
- Intuitive drag‑and‑drop interface
- Comment threads for easy updates
- Attachments and due dates within each card
- Free plan for up to 10 collaborators
Although its analytics are limited compared to other tools, Trello remains a reliable choice for managing simple workflows and fostering communication.
Zoho Projects
Zoho Projects offers a balance of affordability and advanced functionality. It includes Gantt charts, time tracking, issue tracking, and task dependencies, making it effective for detailed project planning.
The platform integrates well with other Zoho applications like CRM and Books, providing a cohesive ecosystem for business operations. Teams can also use built‑in chat and forums to centralise discussions.
Highlights:
- Role‑based permissions for secure access
- Detailed analytics and reports
- Automation using custom rules and blueprints
- Native mobile app for updates on the go
Its competitive pricing and scalability make Zoho Projects a capable solution for small teams that require structured workflows and measurable progress tracking.
- Contact and lead management
- Visual sales pipeline (Kanban view)
- Email integration (Gmail/Outlook)
- Task automation and reminders
- Customizable reporting and dashboards
- Mobile app access
- Integration capabilities (e.g., with marketing or accounting software)
4. Research and Shortlist Vendors: Use comparison sites (like ours!) and reviews to identify 3-5 potential CRM providers that align with your needs and budget. Pay attention to vendors specializing in your industry or business size (e.g., SMBs, enterprise).
5. Run In-Depth Demos and Trials: Never buy a CRM without seeing it in action. Schedule live demos with your top 3 vendors. Involve key team members who will use the software daily. Use a free trial to test your specific workflows and assess ease of use. Does it feel intuitive? Can your team see themselves using it every day? This is the most critical step.
Pro Tip:
The free trial is your most important evaluation tool. Use it to test your actual daily workflows, not just the vendor's canned demo.
Top 3 CRM Tools Compared




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HubSpot CRM
9.2 /10
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Monday CRM
9.1 /10
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Pipedrive
9 /10
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£16/moper month
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Other Recommended Project Management Tools
In this section
From data migration to team training, here's how to ensure a smooth CRM rollout and achieve rapid user adoption.
Reliable project management tools help small teams manage workloads, visualise progress, and deliver projects efficiently. These platforms combine planning, communication, and reporting in ways that support structured yet flexible workflows.
Paymo
Paymo offers a full project management workspace designed for small teams that handle both client-based and internal projects. It includes time tracking, task management, and invoicing in one interface, helping teams track everything from start to payment.
The task lists and Kanban boards make it simple to manage detailed workflows without switching between apps. Managers can assign tasks, set priorities, and monitor progress across multiple projects.
Its built-in time tracking integrates with invoicing, reducing admin work for teams that bill by the hour. Paymo also provides financial summaries and project reports that guide budgeting and performance reviews. Its clean, practical layout suits teams with straightforward project needs that value transparency in both time and cost.
Wrike
Wrike focuses on real-time visibility and collaboration. It supports task dependencies, Gantt charts, and interactive dashboards, which give managers clear oversight of workloads and deadlines.
Users can create custom workflows that adapt to different team structures, whether in marketing, operations, or product design. These workflows make Wrike flexible enough for small groups that often change assignments or project types.
Integration with common tools like Slack, Google Drive, and Microsoft Teams keeps communication centralised. Reports and analytics show performance trends and resource allocation, allowing leaders to review progress quickly. Wrike’s cloud-based setup lets remote teams collaborate effectively without sacrificing structure or control.
Smartsheet
Smartsheet combines the familiar look of a spreadsheet with advanced project management functions. This approach helps new users get started quickly while offering automation and integration features for more experienced teams. According to Smartsheet’s project management comparison, the platform excels at data tracking and flexibility for different project types.
It supports formulas, dependencies, and conditional formatting, making it powerful for tracking time, budget, and resources. Automated alerts and reminders reduce manual updates, helping teams stay informed about changes.
Smartsheet also provides collaboration tools like comments, attachments, and shared views. This structure keeps communication and documentation in one place, reducing confusion and improving accountability across tasks and deliverables.
TeamGantt
TeamGantt is ideal for teams that prefer a visual approach to scheduling. Its drag-and-drop Gantt charts make project timelines easy to build and adjust without complex setup.
Each project view shows tasks, owners, and progress bars, giving an immediate snapshot of current status. Small teams can quickly shift deadlines or reassign resources when priorities change.
Team members can attach files, leave comments, and check updates directly in the chart, keeping discussions connected to specific tasks. The software’s simple interface helps eliminate the training curve for new users, making it suitable for smaller organisations that need straightforward project management with clear visual cues.
Success Principle:
The "Crawl, Walk, Run" approach prevents overwhelming your team and increases long-term adoption by focusing on value from day one.
4. Invest in Comprehensive Training: Proper training is non-negotiable. It should be tailored to different roles (sales reps, managers, admins). Combine formal training sessions with on-demand resources like video tutorials and documentation.
5. Focus on User Adoption: The best CRM is the one your team actually uses. Make it easy to use, integrate it with their existing tools (like email), and clearly communicate the “what’s in it for me” for each team member. Lead by example—if managers use the CRM daily, the team will follow.
Comparing Key Features and Pricing
In this section
From data migration to team training, here's how to ensure a smooth CRM rollout and achieve rapid user adoption.
Project management software for small teams often balances affordability with essential tools that improve visibility, accountability, and collaboration. The right platform should include strong task tracking, flexible pricing, and built-in support for managing resources and time without adding complexity.
Free Versus Paid Project Management Tools
Free project management software gives small teams basic features such as task lists, boards, and file sharing. Platforms like Trello and Basecamp offer limited free plans that suit startups or teams with simple projects. These free versions allow users to manage tasks visually and collaborate easily, though advanced reporting or integrations are often restricted.
Paid plans usually include automation, advanced permissions, and integrations with tools like Slack or Google Drive. For example, Complex.so combines chat, tasks, and note-taking into one paid workspace, reducing the need for multiple apps.
| Plan Type | Ideal For | Key Benefits |
|---|---|---|
| Free | Small teams, basic workflows | Task lists, file sharing, limited integrations |
| Paid | Scaling teams, client work | Automation, analytics, advanced collaboration |
A paid upgrade becomes worthwhile when the team needs features that reduce administrative effort, such as recurring tasks or client-facing dashboards.
Time Tracking and Timesheets
Time tracking helps teams stay accountable by showing how long tasks take to complete. Built-in timesheets simplify reporting and allow team leads to understand workload distribution better. Tools like Assemble and Flow integrate tracking into their task views, making it easier to measure progress against budgets.
For creative or client-focused teams, accurate time entries can highlight bottlenecks and reveal overbooked members. Many paid tools include timers linked to tasks or allow manual entry for flexibility.
Simple reports based on tracking data also help in evaluating performance or forecasting project costs. Platforms featuring time tracking capabilities assist teams in both short-term planning and long-term scheduling.
Invoicing and Resource Allocation
Invoicing features reduce the need for additional accounting tools. When a project ends, teams can generate client invoices based on logged hours or milestones. Some platforms export time data directly into invoice templates, cutting down on manual work and potential errors.
Effective resource allocation ensures that each person’s workload matches project priorities. Scheduling tools visualise who is available and when, helping managers prevent burnout or idle time.
Software with integrated resource management options – such as timelines or capacity planning – provides clarity on team bandwidth. Choosing a tool that connects invoicing and resource features makes it easier to link financial performance to actual project effort, improving both transparency and efficiency.
Success Principle:
The "Crawl, Walk, Run" approach prevents overwhelming your team and increases long-term adoption by focusing on value from day one.
4. Invest in Comprehensive Training: Proper training is non-negotiable. It should be tailored to different roles (sales reps, managers, admins). Combine formal training sessions with on-demand resources like video tutorials and documentation.
5. Focus on User Adoption: The best CRM is the one your team actually uses. Make it easy to use, integrate it with their existing tools (like email), and clearly communicate the “what’s in it for me” for each team member. Lead by example—if managers use the CRM daily, the team will follow.
Enhancing Collaboration and Communication
In this section
From data migration to team training, here's how to ensure a smooth CRM rollout and achieve rapid user adoption.
Small teams rely on clear communication and collaboration tools that connect every stage of their work. The right project management software supports seamless planning, shared visibility, and timely updates that keep everyone aligned and aware of priorities.
Integration with Communication Platforms
Integrating project management tools with communication platforms such as Slack, Microsoft Teams, or Pumble enables teams to stay connected without switching between multiple apps. Notifications for task updates, mentions, or status changes appear directly in chat channels, reducing missed messages and improving response time.
Many modern platforms like Asana and Plaky allow users to comment on tasks, tag colleagues, and share attachments instantly. This approach centralises conversations and eliminates the confusion of scattered emails.
Key integration benefits:
- Faster feedback through direct mentions
- Real-time alignment on deadlines
- Reduced tool overload
When team communication tools work within the same ecosystem as project planning platforms, collaboration feels intuitive and efficient.
Visual Project Planning Tools
Visual tools such as Kanban boards, Gantt charts, and timeline views help small teams see the flow of work and identify bottlenecks early. Platforms like Trello and Monday.com are popular for their flexible board structures that show who is doing what at a glance.
Kanban boards display tasks as cards that move across columns, making progress visible at each stage. Gantt charts and timeline views, on the other hand, provide scheduling clarity by mapping dependencies and delivery dates.
An effective visual planning setup often includes:
| Tool Type | Purpose | Ideal For |
|---|---|---|
| Kanban Board | Track ongoing tasks | Agile workflows |
| Gantt Chart | View timelines & dependencies | Complex scheduling |
| Timeline View | Align overlapping projects | Cross-functional teams |
Visual methods promote shared understanding, which leads to fewer task collisions and more precise planning.
Project Dashboards and Insights
Project dashboards bring visibility to team goals and performance. They present key metrics such as task progress, deadlines, and workload balance in real time. In a tool like Wrike, teams can customise widgets to track critical data points without manual reporting.
Dashboards often combine charts, lists, and summary tables to display essential details at a glance. For example, a small creative team might monitor client deliverables, while a software team tracks sprint completion rates.
Automated insights help team leads make informed adjustments. When dashboards connect to other systems—such as communication tools or time tracking—decisions become data-driven rather than reactive, improving both productivity and team cohesion.
Success Principle:
The "Crawl, Walk, Run" approach prevents overwhelming your team and increases long-term adoption by focusing on value from day one.
4. Invest in Comprehensive Training: Proper training is non-negotiable. It should be tailored to different roles (sales reps, managers, admins). Combine formal training sessions with on-demand resources like video tutorials and documentation.
5. Focus on User Adoption: The best CRM is the one your team actually uses. Make it easy to use, integrate it with their existing tools (like email), and clearly communicate the “what’s in it for me” for each team member. Lead by example—if managers use the CRM daily, the team will follow.
Selecting the Right Software for Your Team
In this section
From data migration to team training, here's how to ensure a smooth CRM rollout and achieve rapid user adoption.
Selecting project management software requires balancing team size, technical needs, and future demands. The right tool supports everyday tasks while also preparing a team for expansion, integration with existing systems, and different work structures such as client projects or remote collaboration.
Scalability and Future Growth
Small teams often start with light, flexible tools but later need to handle more projects, users, and data. Scalability ensures the software can grow without disrupting existing workflows. A platform like Wrike or Monday.com offers modular upgrades, allowing small teams to add advanced features as they expand.
Key scalability features include:
- Adjustable user limits
- Flexible storage capacity
- Role and permission management
- Cross-team collaboration options
Lifecycle planning is essential. Teams should check whether the provider offers tiered pricing or enterprise options before committing long term. This prevents the cost or migration effort of moving to another system later.
Customisation and Integrations
Customisation helps adapt the software to fit unique workflows, while integrations allow it to connect with other everyday tools. Platforms like Asana and Airtable enable teams to adjust task layouts, automate updates, and link to apps such as Google Drive or Slack.
Teams benefit most when they combine built‑in templates with custom automation or reports. A balance between simplicity and custom features supports productivity without overcomplicating daily use.
Example configuration table:
| Feature Type | Benefit | Example Tool |
|---|---|---|
| Task Templates | Faster setup | Asana |
| API Integrations | Connects with CRM or chat tools | Airtable |
| Automations | Reduces manual steps | Notion |
A well‑integrated system removes duplication and keeps data consistent across tools.
Success Principle:
The "Crawl, Walk, Run" approach prevents overwhelming your team and increases long-term adoption by focusing on value from day one.
4. Invest in Comprehensive Training: Proper training is non-negotiable. It should be tailored to different roles (sales reps, managers, admins). Combine formal training sessions with on-demand resources like video tutorials and documentation.
5. Focus on User Adoption: The best CRM is the one your team actually uses. Make it easy to use, integrate it with their existing tools (like email), and clearly communicate the “what’s in it for me” for each team member. Lead by example—if managers use the CRM daily, the team will follow.
FAQs
In this section
Quick answers to the most common CRM questions.
How do I choose the right project management software for my small team?
Start with how your team already works. If you like visual workflows, look for Kanban boards and timelines (e.g., Monday.com, Trello, Asana). If you’re spreadsheet-oriented, tools like Smartsheet or Airtable may fit better. Prioritise: ease of use, core features (tasks, deadlines, collaboration), must-have integrations (Slack, Google Drive, CRM, etc.), and pricing that fits your budget as you grow
Are free project management tools enough for small teams?
For very small teams or simple workflows, free plans from tools like Trello, Asana, or Basecamp can be totally fine. You’ll get boards, basic task lists, and simple collaboration. Once you need automation, advanced reporting, time tracking, client views, or tighter permissions, it’s usually worth upgrading to a paid plan.
Which project management tools are best for non-technical users?
Trello, Monday.com, and Asana are often the easiest for non-technical teams because they use intuitive boards, drag-and-drop tasks, and clear timelines. These tools minimise setup time, offer templates for common workflows, and don’t require specialist knowledge to get value quickly.
What’s the best option for freelancers or small agencies working with clients?
Freelancers and small agencies usually benefit from tools that combine task management with time tracking and invoicing, such as Paymo or ClickUp. Look for features like client-specific boards or projects, built-in timers, budget tracking, and simple reporting so you can manage delivery, communication, and billing in one place.
Top Project Management Companies
9.6
Monday.com
a visual platform for managing all your team’s work in one place
9.7
Pipedrive
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