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מערכת CRM מתקדמת לניהול לקוחות, עסקאות, כספים ומשימות.
Pages
Dashboard
My Clients
Leads
Deals
Sessions
Tasks
Diagnostics
AI Advisor
Income Expense Report
Collections
Bank Reconciliation
Accompaniment Processes
Finance Dashboard
Marketing Dashboard
Sales Dashboard
Accounting
Financial Insights
Marketing Funnels
Marketing Ads Manager
Competitor Analysis
Creative Generator
Marketing Insights
Sales Scripts
Workspace Management
Workspace View
Workspace Leads
Workspace Tasks
Workspace Sessions
Workspace Deals
Workspace Income Expense Report
Workspace Collections
Workspace Settings
Products And Services
Follow Ups And Quotes
User Management
Main Folder
Agent Training Syllabus
Lead Status Management
Package Builder
Saved Packages