Advertising and marketing businesses don’t fail from lack of instruments. They fail from too a lot of them. Disconnected techniques sluggish supply, blur possession, and switch reporting into busywork—whereas prices creep up by means of seats, add-ons, and overlapping options.

This information focuses on constructing a lean, agency-ready stack that prioritizes pace, readability, and margin management:

  • Evaluate prime company instruments by class (supply, reporting, automation, comms, CRM, search engine optimisation, design)
  • See find out how to assemble a clear workflow with out duplicate instruments
  • Perceive the place prices scale (seats, shoppers, utilization) earlier than it hits your margins

As a result of constant execution is non-negotiable for businesses, we additionally present the place Marketing campaign Monitor suits—particularly  for groups delivering e-mail advertising at scale, with controls for multi-client entry, permissions, and billing.

Able to construct a stack that’s truly manageable? Let’s go.

What truly makes a device “agency-ready”?

Company instruments aren’t nearly options—they’re about management at scale. As consumer quantity grows, the dangers shift from “can we do that?” to “can we do that constantly, profitably, and with out errors?”

Company-ready instruments usually share a couple of traits: help for a number of shoppers or workspaces, clear permissioning, repeatable workflows, and reporting that doesn’t require guide cleanup each month.

The instruments under are grouped by the operational position they play in an company stack—from supply and reporting to automation and governance—so you may consider them based mostly on how they match into actual company workflows, not simply characteristic checklists.

TL;DR: Advertising and marketing company instruments at a look

Instrument Class Standout for businesses Pricing
Marketing campaign Monitor E-mail advertising Multi-client dashboard, white-label, permissions, consolidated billing Begins ~$12/mo; as much as ~$159/mo (by plan/options/contacts)
Emma E-mail advertising (enterprise) Model governance + approvals for multi-brand/multi-location Begins $99/mo; scales; enterprise {custom}
Asana Venture administration Structured supply workflows + dependencies Paid from $10.99/consumer/mo yearly; free tier accessible
monday.com Workflow administration Customizable boards + dashboards Free plan; $12–$24/seat/mo yearly (seat minimums)
HubSpot Gross sales Hub CRM / Gross sales CRM pipeline tied to exercise monitoring $800–$3,600/mo yearly (core seats); onboarding charges; add’l seats additional
Pipedrive CRM / Gross sales Easy pipeline + exercise monitoring Trial; ~$14–$24/consumer/mo yearly (tiered)
Sprout Social Social administration Approvals + analytics + reporting ~ $199/consumer/mo yearly (tiered)
Hootsuite Social administration Excessive-volume scheduling + reporting $149/consumer/mo (Std) and $399/consumer/mo (Adv) month-to-month; enterprise {custom}
AgencyAnalytics Company reporting White-label dashboards + automated reporting $79–$479/mo; add’l shoppers separate; enterprise {custom}
Looker Studio Reporting & dashboards Versatile dashboards with templates Free; Professional $9/consumer/mission/mo yearly
Zapier Automation Broad integrations + reusable workflows Free (100 duties/mo); $29.99–$103.50/mo; enterprise {custom}
Make Automation Logic-heavy workflows + knowledge dealing with Free; ~ $34/mo; enterprise {custom}
PandaDoc Proposals + eSign Branded proposals + monitoring Free eSign plan; paid ~$19–$49/consumer/mo yearly; enterprise {custom}
AgencyHandy Shopper portal / ops Shopper-facing portal + billing + duties $19–$199/mo; annual low cost; lifetime choices
Semrush search engine optimisation / PPC / aggressive search engine optimisation + PPC + aggressive insights Begins $199/mo; as much as $549/mo; {custom} accessible
Slack Communication Channels + search + integrations + workflows Free to ~$18/consumer/mo; Enterprise+ {custom}
Canva Design manufacturing Quick content material + Model Equipment + collaboration Free to $10/consumer/mo; enterprise {custom}

Be aware: The options, pricing, and particulars talked about for every product are as of December 2025, and will have modified since then.

How these instruments match collectively in an actual company stack

No company makes use of all of those instruments directly—they usually shouldn’t. Most mature company stacks comply with a easy sample: one system to handle work, one to handle communication, one to report outcomes, and a small layer of automation to attach the whole lot.

The instruments under aren’t meant to exchange one another. They’re meant to cowl distinct operational roles, so businesses can keep away from overlap whereas nonetheless supporting supply, reporting, and development.

As you learn by means of the record, focus much less on “finest total” and extra on which instruments earn their place by fixing a particular operational downside in your company.

1) Marketing campaign Monitor – e-mail advertising constructed for multi-client company administration

campaign monitor home

Marketing campaign Monitor is an agency-focused e-mail platform with a multi-client dashboard that allows you to handle all consumer accounts from a single interface.

Not like generic instruments, it was constructed particularly with businesses in thoughts: you may rebrand the interface, handle granular consumer permissions, and deal with billing and consumer administration from inside the platform.

Options that make it nice for businesses:

  • Company Dashboard: Handle all consumer accounts from one unified interface with out juggling a number of logins or passwords throughout platforms
  • White-Label Capabilities: Full branding management permits you to preserve your company id all through the consumer expertise whereas hiding Marketing campaign Monitor branding
  • Granular Permissions: Set exact consumer roles so shoppers can entry their knowledge with out seeing different accounts, whereas group members get acceptable entry ranges
  • Template Governance: Lock model parts and require approval workflows to keep up consistency throughout campaigns and stop unauthorized model modifications
  • Consolidated Billing: One bill covers all shoppers, simplifying accounting and bettering money circulation administration whereas decreasing administrative overhead

Marketing campaign Monitor is extensively used within the e-mail advertising and e-mail deliverability classes and is incessantly praised for ease of use and dependable efficiency.

Pricing: Provides a 30-day free trial, with plans beginning at $12/month and scaling as much as $159/month as options, automation, and get in touch with limits improve.

“We handle 40+ shoppers inside CampaignMonitor… This has saved us appreciable time spent duplicating and monitoring campaigns throughout the nation. I’m a fan of the versatile pricing fashions inside CampaignMonitor and their help system is unbelievable. I all the time get a solution inside an hour. Their Canvas builder routinely resolves many of the points we now have with cellular shows.” — Stuart S., Proprietor & Digital Strategist

30 days free

No card required

2) Emma – enterprise-grade consumer administration for rising businesses

emma marigold homepage

Emma is an e-mail advertising platform positioned for groups managing model consistency, with plans that embody choices like tiered account construction and model controls for organizations with a number of teams/areas.

Greatest for: Companies supporting multi-brand or multi-location organizations that want stronger model governance.

Why it’s helpful for businesses:

  • Model management: Centralized templates and belongings maintain consumer branding constant throughout groups.
  • Approvals & entry: Function-based permissions and approval workflows forestall errors earlier than sending.
  • Multi-client construction: Handle a number of consumer accounts cleanly with out separate logins per model.

Pricing: Begins at $99/month, with plans scaling to $159/month and $249/month as automation, group controls, and SMS options are added, and {custom} pricing accessible for enterprise-level accounts.

3) Asana – work administration platform for disciplined consumer supply

asana homepage

Asana is a piece and mission administration platform that helps groups set up, observe, and handle duties and workflows in a single place.

Greatest for: Companies coordinating multi-step consumer work, deadlines, and cross-functional job collaboration.

Why it’s helpful for businesses:

  • Implement course of self-discipline: Venture templates and job hierarchies assist businesses run consumer work by means of clearly outlined phases—from kickoff to supply—with out shortcuts or missed steps.
  • Observe timelines and dependencies: Timeline and mission views let groups visualize deadlines, dependencies, and job standing with out fragmented messaging.
  • Enhance visibility and accountability: Centralized monitoring provides groups and stakeholders a single supply of fact for work progress, decreasing reliance on scattered e-mail or chat threads.

Pricing: Paid plans start at US $10.99 per consumer/month (billed yearly); a free tier can also be accessible with fundamental job and mission options and for enterprise plans, contact gross sales.

4) monday.com — customizable workflow administration platform

monday com homepage

monday.com is a piece working system with versatile boards, dashboards, and templates for planning and monitoring initiatives and processes.

Greatest for: Companies that want adaptable workflows and visible reporting tailor-made to completely different shoppers.

Why it’s helpful for businesses:

  • Customise workflows per consumer or service: Boards, columns, and {custom} fields enable businesses to tailor workflows and knowledge monitoring to every consumer’s necessities.
  • Create inner & consumer dashboards: Visible dashboards present at-a-glance views of progress for groups and shoppers alike.
  • Help evolving company fashions: Versatile automations and configurations make it simpler to regulate workflows as providers, deliverables, or reporting wants change.

Pricing: Tier-based; free plan accessible; paid plans begin at US $12 to $24 per seat/month (billed yearly; seat minimums apply). Contact gross sales for Enterprise plans.

5) HubSpot Gross sales Hub — CRM and gross sales pipeline platform

hubspot home new

HubSpot Gross sales Hub is a CRM-based gross sales platform that helps groups observe leads and offers, handle pipelines, and log gross sales exercise in a single system.

Greatest for: Companies managing their very own gross sales pipeline or supporting shoppers already utilizing HubSpot.

Why it’s helpful for businesses:

  • Centralized deal monitoring: Maintain leads, offers, and actions tied to a single CRM document.
  • Gross sales–CRM alignment: Emails, calls, and notes routinely sync to contacts and corporations.
    Scales with consumer wants: Can develop into HubSpot’s advertising, service, and ops instruments when required.

Pricing: Tier-based; paid plans vary from US $800 to US $3,600/month (billed yearly; contains core seats). One-time onboarding charges apply; further seats price additional. Contact gross sales for particulars.

6) Pipedrive — light-weight sales-focused CRM

pipedrive homepage

Pipedrive is a gross sales CRM constructed round a visible deal pipeline and exercise monitoring, designed to make managing leads, offers, and gross sales actions easy and clear.

Greatest for: Companies that need an easy-to-use CRM to trace gross sales phases and pipeline progress with out enterprise complexity.

Why it’s helpful for businesses:

  • Visible deal pipelines: Drag-and-drop pipeline views make it simple to see the place offers are and what actions are subsequent.
  • Exercise & job monitoring: Observe calls, emails, and subsequent steps tied to contacts and offers, bettering gross sales accountability.
  • Reporting & insights: Constructed-in dashboards assist monitor deal circulation, conversion charges, and key gross sales metrics.
  • Automations & integrations: Workflow automations scale back guide work; connects with 500+ apps for knowledge circulation throughout instruments.

Pricing: No free plan, however a 14-day free trial is on the market. Tiered, per-seat plans begin round US $14–$24 per consumer/month (billed yearly); greater tiers add superior options and automation.

7) Sprout Social — social media administration and analytics platform

sprout homepage

Sprout Social is a social media administration platform that mixes publishing, engagement, analytics, and reporting throughout main social networks in a single interface.

Greatest for: Companies that require structured publishing, approvals, and client-ready reporting.

Why it’s helpful for businesses:

  • Centralized publishing & scheduling: Plan, draft, queue, and publish content material throughout networks from one dashboard with content material calendars.
  • Engagement & sensible inbox: Handle feedback, messages, and interactions from a single view to streamline group administration.
  • Analytics & reporting: Constructed-in analytics and customizable reviews assist businesses measure efficiency and exhibit ROI to shoppers.
  • Social listening & insights: Pattern recognizing and listening instruments reveal viewers sentiment and assist refine technique.
  • Collaboration & approvals: Shared calendars and customizable content material approval workflows help group coordination and consumer sign-off processes

Pricing: Tiered, per-seat plans beginning round US $199 per consumer/month (billed yearly); greater tiers add limitless profiles, superior reporting, and workflow options.

8) Hootsuite — social publishing & account administration platform

hootsuite homepage

Hootsuite is a social media administration platform that lets groups schedule, publish, monitor, and analyze social exercise throughout a number of networks from one dashboard.

Greatest for: Companies managing high-volume social posting and cross-client social operations.

Why it’s helpful for businesses:

  • Automated reporting: Create analytics reviews and schedule recurring exports (e.g., email-delivered reviews) to share social efficiency updates with shoppers.
  • Cross-channel social analytics: View and evaluate efficiency throughout a number of social networks (corresponding to Fb, Instagram, LinkedIn, and X) from a single analytics dashboard.
  • Shopper reporting workflows: Share insights with shoppers by way of exported reviews and summaries; reporting is designed for company use, although it doesn’t embody a devoted dwell consumer portal by default.
  • Company-friendly administration: Helps managing a number of social accounts and groups in a single platform, with customizable reviews appropriate for consumer displays (notice: no native search engine optimisation rank monitoring).

Pricing: Tiered, per-user plans; Commonplace at US $149/consumer/month, Superior at US $399/consumer/month (billed month-to-month; reductions apply when billed yearly). Enterprise pricing is {custom}.

9) AgencyAnalytics — consumer reporting platform for businesses

agencyanalytics homepage

AgencyAnalytics is a reporting platform constructed particularly for advertising businesses to trace, visualize, and report efficiency throughout a number of advertising channels in a single place.

Greatest for: Companies delivering recurring consumer reviews for search engine optimisation, PPC, social media, and e-mail advertising.

Why it’s helpful for businesses:

  • Automated consumer reporting: Create and schedule recurring reviews that routinely pull knowledge from related advertising platforms.
  • Cross-channel knowledge aggregation: Integrates with 80+ advertising instruments (search engine optimisation, PPC, social, e-mail, analytics) to unify efficiency knowledge in a single dashboard.
  • Shopper-facing entry: Share dwell dashboards and report hyperlinks with shoppers, or grant consumer consumer entry for ongoing visibility.
  • Company-focused options: Provides white-label dashboards and reviews, built-in search engine optimisation rank monitoring and web site audits, plus multi-client and group entry administration.

Pricing: Begins at $79/month and scales as much as $479/month, with further shoppers priced individually and {custom} enterprise plans accessible.

10) Looker Studio — customizable reporting & dashboard device

looker studio

Looker Studio is Google’s free reporting and dashboard platform for creating interactive, shareable knowledge visualizations and {custom} consumer dashboards. Looker Studio Professional provides group collaboration, governance, and automation options for a paid tier.

Greatest for: Companies needing versatile, {custom} consumer dashboards with minimal per-client software program charges.

Why it’s helpful for businesses:

  • Reusable reporting templates: Construct and save dashboard templates for recurring consumer reporting.
  • Stay consumer dashboards: Share interactive, real-time dashboards that shoppers can view with out exporting static information.
  • Broad knowledge supply connectivity: Natively connects to Google platforms (e.g., GA4, Google Advertisements, Sheets) and helps third-party connectors to mixture non-Google knowledge.
  • Customized visualizations: Drag-and-drop charts, scorecards, tables, maps, and filters let businesses tailor reviews to consumer wants.
  • Crew collaboration (Professional): Professional provides shared workspaces, organization-level content material possession, scheduling, and alerts.

Pricing:  Free for normal use; Looker Studio Professional begins at US $9 per consumer per mission/month (billed yearly; further connector prices might apply)

11) Zapier — no-code automation platform

zapier homepage

Zapier is a no-code automation platform that connects 1000’s of apps to set off workflows (“Zaps”) with out {custom} growth.

Greatest for: Companies automating repetitive handoffs between instruments throughout gross sales, advertising, reporting, and operations.

Why it’s helpful for businesses:

  • Cut back guide admin work: Automate routine duties like lead routing, knowledge syncs, and notifications between instruments.
  • Maintain consumer techniques in sync: Reliably move knowledge throughout CRMs, e-mail platforms, mission instruments, and reporting apps.
  • Standardize processes at scale: Reusable workflows (“Zaps”) assist implement constant operations as groups and shoppers develop.
  • Versatile automation logic: Helps multi-step workflows with filters, delays, and conditional paths.
  • Broad app ecosystem: Integrates with 1000’s of generally used enterprise and advertising instruments, decreasing the necessity for {custom} builds.

Pricing: Activity-based, tiered pricing; Free plan contains 100 duties/month. Pricing begins at US $29.99US $103.50/month, and Enterprise is custom-priced (annual reductions accessible).

12) Make (previously Integromat) — visible automation & workflow builder

make formerly integromat homepage

Make is a visible automation platform that lets groups design, take a look at, and run multi-step workflows (“eventualities”) throughout apps utilizing logic, situations, and knowledge mapping.

Greatest for: Companies that want extra superior, logic-heavy automations than fundamental trigger-action instruments.

Why it’s helpful for businesses:

  • Visible workflow design: Construct and perceive advanced automations utilizing a drag-and-drop state of affairs builder.
  • Superior logic & knowledge dealing with: Helps branching, iterators, aggregators, error dealing with, and detailed knowledge transformations.
  • Excessive-volume automation: Designed to deal with workflows with bigger knowledge volumes or advanced processing wants.
  • Scales by utilization: A usage-based (operations/credit) pricing mannequin lets businesses scale automation depth as wants develop.

Pricing: Pricing ranges from free to ~$34/month for normal plans, with {custom} enterprise pricing accessible for greater credit score volumes.

13) PandaDoc — proposal, doc automation, and eSignatures

pandadoc homepage

PandaDoc is a doc workflow platform for creating, sending, monitoring, and signing proposals, contracts, and quotes with built-in analytics and automation.

Greatest for: Companies that want quick, branded proposals, streamlined approval workflows, and built-in e-signatures.

Why it’s helpful for businesses:

  • Skilled, branded proposals: Create proposals, contracts, and quotes with pricing tables, templates, and {custom} branding.
  • Engagement monitoring: See when shoppers open, view, and work together with paperwork to prioritize follow-ups.
  • Constructed-in eSignatures: Accumulate legally binding digital signatures with out separate instruments.
  • Workflow automation & CRM integrations: Automate approvals, reminders, and combine with CRM techniques to maintain doc knowledge in sync.

Pricing: Tiered; Free eSign plan lets groups add, ship, and eSign a restricted variety of paperwork. Paid plans begin at US $19– $49/consumer/mo, with  Enterprise pricing {custom} (billed yearly).

14) AgencyHandy — consumer portal & company operations platform

agencyhandy homepage

AgencyHandy is an all-in-one consumer portal and company administration platform that centralizes consumer providers, mission deliverables, communication, billing, and job workflows right into a branded hub.

Greatest for: Companies providing ongoing digital providers that desire a central, client-facing portal for collaboration and repair supply.

Why it’s helpful for businesses:

  • Clear service presentation: Show service catalogs with pricing, package deal choices, and consumption types so shoppers perceive choices earlier than engagement.
  • Centralized consumer hub: Shoppers entry deliverables, suggestions, information, tickets, and updates in a single secured portal fairly than scattered e-mail threads.
  • Streamlined operations: Handle CRM, orders, job assignments, invoicing, subscription billing, and funds from a unified workspace.
  • Branded expertise: Customise workspace along with your emblem, colours, and area so the portal displays your company’s model.

Pricing: Ranges from $19/month to $199/month, with yearly billing providing 4 months free, plus a lifetime plan accessible from $99 to $899.

15) Semrush — all-in-one search engine optimisation, PPC, and aggressive intelligence

semrush homepage

Semrush is a complete digital advertising analytics platform for search engine optimisation, key phrase analysis, competitor evaluation, PPC insights, and content material optimization.

Greatest for: Companies providing search engine optimisation technique, content material planning, paid search administration, and aggressive benchmarking.

Why it’s helpful for businesses:

  • Aggressive search insights: Analyze opponents’ site visitors, key phrase rankings, and search engine optimisation gaps to uncover development alternatives.
  • Key phrase analysis & monitoring: Discover priceless key phrases with metrics like quantity, issue, and CPC, and monitor rankings over time.
  • Technical search engine optimisation & audits: Audit web site well being, catch on-page and technical points, and observe progress with crawls and reviews.
  • Content material & PPC instruments: Optimize content material with search engine optimisation instruments and analyze paid promoting methods and efficiency.
  • Cross-tool reporting: Pull insights throughout search engine optimisation, aggressive, and promoting knowledge into unified reporting for shoppers.

Pricing: Pricing begins at $199/month and scales as much as $549/month for superior options and better limits, with {custom} plans accessible for bigger groups and API entry.

16) Slack — group messaging & collaboration platform

slack homepage

Slack is a real-time messaging and collaboration platform that centralizes channels, direct messages, file sharing, calls, and power integrations to assist groups talk and coordinate work.

Greatest for: Companies with distant or hybrid groups that want structured communication throughout shoppers, initiatives, and providers.

Why it’s helpful for businesses:

  • Arrange communication by consumer or mission: Devoted channels make it simple to group conversations by group, consumer, or initiative.
  • Broad integrations: Join Slack with 1000’s of apps (e.g., Google Drive, Salesforce, Asana) to convey device updates and workflows into group conversations.
  • Unified collaboration & search: Searchable message and file historical past throughout channels helps groups discover context and scale back e-mail dependency.
  • Workflow automation: Constructed-in Workflow Builder automates routine duties, reminders, and approvals with out code.

Pricing: Pricing ranges from free to $18/consumer/month on customary plans, with {custom} pricing accessible for Enterprise+, scaling by AI capabilities, safety, and admin controls.

17) Canva — visible content material design platform

canva homepage

Canva is a web-based design platform for creating graphics, displays, social content material, movies, infographics, and different advertising belongings with drag-and-drop instruments, templates, and collaboration options.

Greatest for: Companies needing fast, on-brand content material creation and group collaboration with out conventional design software program complexity.

Why it’s helpful for businesses:

  • Quick asset creation: Prepared-made templates for social, adverts, print, and displays pace up consumer deliverables.
  • Model consistency: Model Equipment shops consumer logos, colours, and fonts for constant output throughout groups.
  • Collaboration & sharing: Shared folders, feedback, and real-time modifying help group workflows.
  • Social planning: Constructed-in Content material Planner permits scheduling posts instantly from designs.
  • Superior design instruments: Contains background remover, Magic Resize, premium inventory, video, and PDF modifying.

Pricing: Pricing ranges from free to $10/consumer/month, with {custom} enterprise pricing accessible and non-compulsory yearly billing reductions (promotional charges might apply).

How company device prices actually scale

Company software program prices not often develop in a straight line. They normally scale by consumer seats, variety of shoppers/accounts, utilization quantity, or some mixture of the three—and that distinction instantly impacts margins as businesses develop.

  • Venture administration and group communication instruments usually scale by consumer seats, rising prices as headcount grows.
  • Reporting, analytics, and e-mail advertising platforms typically scale by consumer rely, audiences, or knowledge quantity, which might spike prices quicker than headcount alone.
  • Automation and integration instruments normally scale by utilization (runs, duties, workflows, API calls), making prices more durable to foretell with out clear limits.

A standard mistake is evaluating instruments solely on options, not on how pricing compounds over time. A device that appears inexpensive for 5 shoppers can turn into a margin drag at fifty.

The fast-fit information under focuses on stack combos that scale back price surprises as consumer quantity, utilization, and complexity improve—with out forcing early device replacements.

How to decide on advertising company instruments (quick-fit)

Use this quick-fit information to shortlist stacks based mostly on the way you ship and report.

Company sort Purpose Core stack Non-compulsory
Small / early company Ship quick, keep away from sprawl
  • Asana or monday.com
  • Slack
  • Canva
  • Zapier
  • Looker Studio
Marketing campaign Monitor (if e-mail is a service)
Reporting-heavy (search engine optimisation / PPC / social) Lower reporting time
  • AgencyAnalytics
  • Semrush
  • Slack
  • Zapier or Make
Looker Studio ({custom} dashboards)
Multi-client, governance-first Cut back errors, management entry
  • Marketing campaign Monitor or Emma
  • Sprout Social
  • AgencyAnalytics
  • Asana or monday.com
AgencyHandy (consumer portal)
Full-funnel / pipeline-focused Join leads → gross sales
  • HubSpot Gross sales Hub or Pipedrive
  • Zapier or Make
  • AgencyAnalytics or Looker Studio
  • Asana/monday + Slack
PandaDoc (proposals & eSign)

 Contrarian perception: Companies not often battle as a result of a device is “unhealthy.” Issues present up when software program is adopted earlier than workflows, staffing, and repair boundaries are clearly outlined.

Outline how your company delivers first, then select instruments that reinforce that mannequin—so that you don’t pay for complexity you don’t use.

Able to put the proper advertising instruments to work on your company?

campaignmonitor email platform

The perfect company stacks aren’t constructed to impress—they’re constructed to run easily. Every device ought to have a transparent objective, match naturally into your workflows, and scale with out including friction.

When that’s in place, groups spend much less time managing instruments and extra time delivering good consumer work.

Not each company presents e-mail advertising—however for people who do, it stays one of many best channels to standardize, measure, and reuse throughout shoppers. That’s the place Marketing campaign Monitor suits in.

With multi-client administration, reusable templates, permissions, and automation, it helps businesses flip e-mail right into a repeatable system fairly than a one-off job.

If e-mail is a part of your providers, try Campaign Monitor free and see the way it works inside your stack.


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