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Customer Service Software
Customer service software is designed to help businesses improve interactions with their customers. It provides an easy way to manage customer inquiries and feedback, as well as document customer activity and history. This can enable companies to be more efficient with customer support and streamline the process of providing assistance. Customer service software often involves automation of routine tasks, allowing for improved performance in the long term.
Customer Satisfaction Software
Customer satisfaction software helps businesses measure, track, and improve the satisfaction levels of their customers. These tools collect feedback through various channels such as surveys, reviews, and direct customer interactions to gauge satisfaction and identify areas for improvement. Many customer satisfaction software solutions include features like Net Promoter Score (NPS) surveys, customer satisfaction (CSAT) ratings, and sentiment analysis to assess customer experiences and track trends over time. These insights enable businesses to address customer pain points, improve product or service offerings, and enhance customer loyalty. By providing actionable data, customer satisfaction software helps companies refine their strategies and foster better customer relationships.
Customer Advocacy Software
Customer advocacy software is designed to help organizations identify, engage, and mobilize their happiest and most loyal customers into active brand advocates. It provides tools for tracking satisfied customers, encouraging them to provide referrals, testimonials, reviews or participate in community activities, and rewarding their advocacy efforts. The platform also lets companies monitor advocate activity, analyze the impact of advocacy on growth and retention, and integrate advocacy programs with marketing, sales and customer success workflows. By promoting peer-to-peer recommendations and authentic customer voices, customer advocacy software helps drive trust, amplify word-of-mouth, and ultimately support customer acquisition and loyalty. Because advocates can influence prospects and peers more credibly than traditional advertising, this software gives marketers and customer success teams a strategic lever for growth.
Customer Retention Software
Customer retention software enables companies to retain the customers and clients they already have, and increase the overall life of their customers. Customer retention platforms offer a variety of tools to improve overall customer satisfaction so that customers don't cancel their recurring subscriptions or plans. Customer retention software offers features such as user data collection, insights, events-based analytics, in-app analytics, churn prevention tools, and more. Subscription businesses, SaaS companies, and any businesses that sell ongoing plans can benefit from customer retention software. Here's a list of the best customer retention software:
Customer Loyalty Software
A customer loyalty software is used to track and manage customer value and engagement information after purchasing a product or service and encourage further sales.
Customer Success Software
Customer success software helps businesses proactively manage customer relationships to ensure clients achieve value from their products or services. It provides tools to track customer health metrics, such as usage and engagement, allowing teams to identify potential issues early and offer timely support. With automated check-ins, segmentation, and personalized outreach features, the software enables customer success teams to foster stronger client relationships. By integrating with CRM and analytics platforms, it provides a complete view of the customer journey, helping to reduce churn and increase retention. Customer success software ultimately enhances customer satisfaction, loyalty, and lifetime value.
Customer Engagement Software
Customer engagement software helps businesses manage and improve interactions with their customers, enhancing overall relationships and satisfaction. These platforms typically offer tools for personalized communication, such as email, chat, and social media integration, to engage customers across multiple touchpoints. Features often include customer segmentation, campaign management, automated responses, feedback collection, and analytics to track engagement metrics. By using customer engagement software, businesses can increase customer loyalty, drive retention, and create more targeted marketing strategies based on customer behavior and preferences.
Customer Feedback Software
Customer feedback software enables businesses to collect, manage, and analyze feedback from customers to improve products, services, and overall customer satisfaction. These platforms offer tools for creating surveys, polls, and questionnaires that can be distributed through various channels such as email, websites, and mobile apps. They also provide analytics and reporting features to help businesses identify trends, measure satisfaction, and pinpoint areas for improvement. Many customer feedback software solutions integrate with customer relationship management (CRM) and support systems to provide a comprehensive view of the customer experience. By gathering insights directly from customers, businesses can make data-driven decisions and enhance customer loyalty.
Customer Onboarding Software
Customer onboarding software, also known as client onboarding software, enables companies to seamlessly onboard new customers after the sales process.
Customer Communications Management Software
Customer communications management (CCM) software helps organizations create, deliver, and manage personalized communications across multiple channels such as email, SMS, print, and web. It enables businesses to design dynamic templates, automate messaging workflows, and ensure compliance with branding and regulatory standards. CCM software often includes features for customer data integration, content management, analytics, and real-time interaction tracking to enhance engagement and customer experience. By centralizing communication processes, it improves consistency, reduces costs, and accelerates message delivery. This software is widely used in industries like finance, healthcare, telecommunications, and insurance to maintain effective and compliant customer communications.
Customer Journey Mapping Tools
Customer journey mapping tools help businesses visualize, understand, and optimize the entire experience a customer has with their brand, from initial awareness to post-purchase interactions. These tools allow businesses to map out the touchpoints where customers interact with the company, track customer emotions, identify pain points, and gather insights to improve customer experience (CX). Features often include drag-and-drop interfaces, integration with CRM systems, real-time data analytics, and collaboration features for cross-functional teams. By leveraging these tools, organizations can create more personalized, efficient, and seamless customer experiences across multiple channels.
Customer Self-Service Software
Customer self-service software is a platform that allows customers to resolve their inquiries, manage their accounts, and access services without the need for direct interaction with customer support representatives. These tools typically include features like knowledge bases, FAQs, chatbots, support ticketing systems, and account management portals. Customer self-service software empowers users to find answers to their questions, troubleshoot issues, and perform tasks such as checking order status or managing subscriptions at their convenience. By providing a seamless, 24/7 self-help experience, businesses can improve customer satisfaction, reduce operational costs, and increase efficiency.
Social Customer Service Software
Social customer service software allows businesses to offer customer service to their clients through social media networks and platforms.
Customer Data Platforms (CDP)
Customer Data Platforms (CDPs) are software solutions designed to collect, unify, and manage customer data from various sources across an organization. These platforms aggregate data from different channels such as websites, social media, CRM systems, and purchase history, creating a centralized and comprehensive customer profile. CDPs allow businesses to segment and analyze customer data, enabling more personalized marketing and communication strategies. They also provide real-time data integration, ensuring that customer information is always up-to-date and accessible for decision-making. By leveraging CDPs, companies can enhance customer experiences, improve targeting, and drive better business outcomes.
CRM Software
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding.
Customer Experience Software
Customer experience software helps businesses manage and enhance interactions with their customers across various touchpoints, ensuring a seamless and positive experience. It provides tools for tracking customer feedback, monitoring engagement, and analyzing behavior to improve customer satisfaction and loyalty. The software often includes features like customer surveys, analytics dashboards, and automation to streamline communication and personalize experiences. By gaining insights into customer preferences and pain points, businesses can tailor their services and improve overall customer journeys. Ultimately, customer experience software enables organizations to build stronger relationships, increase retention, and drive growth by focusing on customer-centric strategies.
Customer Training Software
Customer training software, also referred to as customer education software or customer LMS, enables organizations to train and educate their clients and customers about a company's products and services. Customer training software enhances customer experience and improves customer success in order to increase customer retention and satisfaction, and reduce support requests.
Customer Intelligence Platforms
Customer intelligence platforms are designed to help organizations better understand their customers. These systems collect and analyze large amounts of data in order to provide insights about customer trends, preferences, pain points, and behaviors. They are created to provide information that can be used to inform decisions such as product development, marketing strategy, customer support, and pricing. Customer intelligence platforms can also be used for personalization purposes to create unique experiences for customers.
Customs Compliance Software
Customs compliance software helps businesses manage and automate the complex processes involved in importing and exporting goods across international borders. It ensures adherence to customs regulations, tariff classifications, documentation requirements, and trade agreements to minimize delays, fines, and penalties. The software typically includes features such as automated customs declarations, product classification, duty and tax calculation, risk assessment, and audit trails. Integration with shipping, ERP, and logistics systems enables seamless data exchange and real-time tracking of shipments. Customs compliance software is essential for importers, exporters, freight forwarders, and customs brokers aiming to streamline global trade operations and maintain regulatory compliance.
Customer Segmentation Software
Customer segmentation tools, also known as user segmentation or audience segmentation tools, enable companies to segment their users or customers into different groups.
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    EasySend

    EasySend

    EasySend

    EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises...
    Starting Price: Ask Sales
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    Moxo

    Moxo

    Moxo

    Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling....
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    Odoo

    Odoo

    Odoo

    Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by...
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    Starting Price: $25.00/month/user
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    Adobe PDF Library SDK

    Adobe PDF Library SDK

    Datalogics Inc.

    ...Get & Maven; pdfRest API Toolkit Container option. Our extensive documentation includes getting started guides, API references, and hundreds of sample code examples on GitHub to help developers precisely create and define PDF workflow solutions. Free trial with proof of concept support, join us on Discord or use our AI assistant for help, or set up a time to talk to one of our engineers about your project. Our expertise and support is the reason we have a 91% customer retention rate.
    Starting Price: $5,999
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    PairSoft

    PairSoft

    PairSoft

    Streamline operations and elevate your team's efficiency with PairSoft. Our AP automation, procurement, and document management solutions eliminate manual processes, cut costs, and free your team to focus on strategic initiatives. Experience our state-of-the-art invoice-to-pay solution, now integrated with advanced AI technology for faster, smarter results. Our customers report a significant 70% reduction in approval times and annual savings of $62,000 in employee hours. At PairSoft, we aim...
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    Proton Drive

    Proton Drive

    Proton AG

    ... their files and docs. You can always add more storage later if needed. Simplify compliance across industries: Proton Drive supports GDPR, HIPAA, NIS2, DORA, and ISO 27001 compliance out of the box, and has been successfully audited for SOC 2 Type II. There's no need for custom configurations or third-party tools, as this helps you meet regulatory standards with minimal effort.
    Starting Price: $1.00/user/month
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    Titan

    Titan

    Titan

    Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign...
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    Starting Price: $12 per month
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    Interfacing Enterprise Process Center (EPC)
    .... Interfacing’s digital business platform – Rapid Application Development (RAD) Tools, with its Low-Code Development methodology will optimize usage of your technical resources and maximize transparency for ongoing improvement. Discover how our Low-Code Rapid Application Development module provides all the tools to create and deploy Custom, Scalable, Secure, and Mobile ready Applications in Days vs. Months!
    Starting Price: $10/month/user
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    Klyck

    Klyck

    Klyck

    Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Customize pages tailored for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it. With analytics, gain a clear picture and improve understanding of content performance, customer engagement, and sales user...
    Starting Price: $9/month/user
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    Tabscanner

    Tabscanner

    Tabscanner

    Tabscanner is an AI-powered receipt OCR (Optical Character Recognition) API that enables fast and accurate data extraction from receipt images. With over eight years of experience and more than a billion receipts processed, Tabscanner offers a simple and easy-to-use API that integrates seamlessly into any software or app. The receipt OCR API key features include 99% accuracy rates, lightning-fast processing speeds, and a dedicated support team to assist with custom configurations and data...
    Starting Price: $0 per month
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    hyper Digital Asset Management Server

    hyper Digital Asset Management Server

    hyperCMS Content Management Solutions

    The hyper Content & Digital Asset Management Server helps organizations to have full control over all their digital assets, to automate processes and cut costs. Access all your rich rich content directly by conveniently integrating it into the creative workflow of internal/external teams and programs like Adobe CS, MS Office, and OpenOffice. Ensure process control with collaborative approval. Share the content directly on Social Media Networks. Create customized Brand Portals to promote...
    Starting Price: $21.00/mo (SaaS) $0 On-Premise
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    ARGOS Identity

    ARGOS Identity

    ARGOS Identity

    ... errors. Supporting IDs from 200+ countries, it uses Liveness technology to detect forged faces and documents for secure authentication. As an all-in-one solution, ID check combines essential verification engines, eliminating the need for separate integrations. Businesses can also customize features as needed. From data extraction to fraud prevention, ARGOS helps businesses enhance security, streamline operations, and prevent fraud efficiently. Grow your business with our service!
    Starting Price: $0.11 per submission
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    Document360
    Document360 is an AI-powered Knowledge base platform designed to streamline knowledge management in organizations. It helps teams create, manage, and publish content effortlessly, ensuring clarity and accessibility for users. Use Cases Knowledge Base for Customers and Teams: Offer a seamless self-service experience with AI search, auto-tagging, and analytics to boost productivity and reduce support queries. IT Documentation (Including API Docs) Simplify technical documentation...
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    Starting Price: contact us
  • 14
    Sapling AI Writing Assistant

    Sapling AI Writing Assistant

    Sapling Intelligence

    AI writing assistant for customer-facing teams. Sapling sits on top of CRMs and messaging platforms to help agents more efficiently compose personalized responses. Managers gain conversational insights to coach and prepare teams. Sapling provides functionality for autocomplete, spelling and grammar checking as well as snippets/canned messages/text expander. All services can be self-hosted, provided on-premise or cloud-premise to meet enterprise security and privacy requirements. Spelling...
    Starting Price: $25 per month
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    FastDox

    FastDox

    FastDox

    Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding...
    Starting Price: £40 per user
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    Square 9

    Square 9

    Square 9

    Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive,...
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    Starting Price: $50/month/user
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    AI Document Suite

    AI Document Suite

    AI Doc Suite

    Aidocsuite.com's AI Document Suite is a next-generation, AI-powered workspace for creating, editing, and converting documents, slides, spreadsheets, images, and audio-video content — all in one browser-based suite. Powered by Free Document Maker (fdmGTP Engine), it delivers intelligent document generation, smart PDF editing, AI writing assistance, and instant file conversion with zero sign-up or watermark. 🧩 Feature Highlights (for “Features” or “Key Functionality” box) AI Writer +...
    Starting Price: $0
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    PXL Vision

    PXL Vision

    PXL Vision

    PXL Vision revolutionizes digital identity verification, automating customer onboarding and KYC processes to increase conversion rates. As the Swiss market leader for digital identity verification, our flexible solutions utilize efficient, AI-based ID checks as a SaaS or on-premise solutions. With our patented technologies, we ensure fast, reliable, and user-friendly identification processes that seamlessly integrate into existing workflows. Our Auto-ID adapts to various customer needs...
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    JungleDocs for SharePoint
    Generate documents right from your SharePoint list or library. Instant proposals, presentations, reports – and no errors. Easily export selected SharePoint items, views or entire lists into Word reports that you can customize to include specific metadata, charts, images, and more. Update content without opening documents. No more copy-pasting, manual filling or other time-consuming routine tasks. Easily mail merge business letters, labels, custom proposals, contracts, worksheets and much more...
    Starting Price: $999 one-time payment
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    eXpert PDF

    eXpert PDF

    Avanquest Software

    The ultimate tool for converting, creating and customizing your PDF files. Create PDF files from your Office applications on your PC – Word, Excel, PowerPoint, Visio, etc. Convert your PDF files into the Word format. Protect your PDF files and send or share them safely. Gain access to collaborative tools and revisions. Easily highlight, strikethrough, underline.
    Starting Price: $89.99
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    Scandit

    Scandit

    Scandit

    Scandit is the leader in smart data capture giving superpowers to workers, customers and businesses by providing actionable insights and automating end-to-end processes. Our Smart Data Capture platform enables smart devices, such as smartphones, drones, digital eyewear and robots to interact with physical items by capturing data from barcodes, text, IDs and objects with unmatched speed, accuracy and intelligence. Scandit accurately scans up to 3x faster than dedicated scanners...
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    Apptivo

    Apptivo

    Apptivo

    Discover how Apptivo CRM Software can help attract, engage, retain and delight more customers. No more juggling between various apps. Increase your productivity and boost your client relationship by managing your Customers, Finances, and Support right from your pocket. Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. A simple online CRM system to store contacts, reminders, files, and communication history...
    Starting Price: $10.00 per user per month
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    Heretto

    Heretto

    Heretto

    Heretto is the ultimate content operations platform for customer-driven companies. Our cutting-edge CCMS, Deploy API, and Portal toolset empowers users to independently resolve product issues, streamlining support and elevating customer experiences. Effortlessly create, distribute, and personalize documentation for exceptional content experiences across all touchpoints all on one cloud-based platform. From the blank page to fully personalized help sites, Heretto's intuitive interface...
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    Total Lean Management (TLM) Software

    Total Lean Management (TLM) Software

    Lean & Mean Business Systems

    .... Core modules include: • Audits • Contact Manager (CRM) • CAPA • Customer Feedback • Document Management • Electronic Forms • Employees • Employee Feedback • Equipment Calibration • Evaluations • FMEA • Inspections • Inventory/parts • Library • Meetings/Reviews • Metrics • Projects • Purchase Orders • Quality Record Mgt • Rejected Materials • Risk & Opportunities • Sales Orders • Strategic Planning • Surveys • Tasks/Events • Training • Work Orders
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    Starting Price: $45/user/month
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    Qualityze EQMS Suite
    Qualityze is a leading provider of enterprise quality management solutions, utilizing the Salesforce.com Technology Platform to build our EQMS Software solutions. Our team is 100% devoted to quality processes, compliance, and regulatory guidelines to address our customers' business environments. We do not distract ourselves with custom work or quality concerns. The idea of helping our customers create a culture of quality is not a new concept, but the way we developed our application...
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    Starting Price: $30/User/Month
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    StampIt

    StampIt

    Enhancement Software

    ...) with a graphic or custom text associated with a particular stamp. StampIt standardizes document marking the way YOU want it. It installs with 58 common words and phrases and allows instant custom stamps ― in any hollow, watermark or solid format as well as graphic images and Bates.
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    Zetadocs Capture
    ... for instant access from Business Central or NAV, or directly from an electronic archive. This speeds up handling of customer queries and cuts time spent on traditional paper filing and retrieving documents.
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    Smart ID Engine

    Smart ID Engine

    Smart Engines

    Smart ID Engine is an automatic data capture tool for the remote onboarding process and customer identification program (CIP) for banks, insurance companies, telecom operators, microfinance organizations, brokers, travel agencies, realtors, gaming businesses, marketplaces, online trading platforms, and other e-commerce organizations. The SDK helps to provide convenient, quick, and safe customer service in offices and remotely by using our state-of-the-art ID scanning SDK. It allows optimizing...
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    Jotform Sign
    Securely gather signatures anytime, anywhere — without the trouble of messy paperwork. Eliminate manual tasks with Jotform Sign’s automation features. Create and customize your ideal form once and send it as many times as you need. Just add your desired form fields, assign signer roles, and collect signatures with ease. Save time with our flexible build-and-send document structure. Add your document and signers to an approval flow — then instantly upload the signed documents to your cloud...
    Starting Price: $34 per month
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    CKEditor 5

    CKEditor 5

    CKSource

    CKEditor 5 is a modern WYSIWYG rich text editor that can easily accommodate the requirements of businesses and users in the age of digital transformation. It allows software creators and developers to build powerful writing solutions for applications of all sorts, within hours. Thanks to a fully customizable framework, ready-to-use builds, native integrations, extensive documentation, and reliable customer support, the editor can be fully tailored to your needs. To provide users...
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