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EdTech

A CRM the team can work with.

An engagement summary. Client identity is kept private.

01 / THE CHALLENGE

What was getting in the way?

Duplicate and stale records created repetitive cleanup work for sales.

02 / THE BUILD

A system around the problem.

Deduplication and enrichment workflows kept account data organized.

03 / THE CHANGE

What the team could do next.

Cleaner records and less friction in everyday prospecting.

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