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How to find a CRM that automatically creates a task on a call?
Colleagues, please help me choose CRM. I want a call or an e-mail to automatically open a client card with a history, also open speech scripts, create an application that cannot be deleted later and can only be executed or reassigned to another employee + virtual PBX (call recording, tricky forwarding, etc. .p.) + API + the ability to track which ad the client came from (sales funnel)
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