An enquiry comes in
An enquiry comes in and the per-test or volume quote takes too long to prepare.
Psychometric & Assessments CRM
A Simple CRM for Assessment Psychometric Firms in India
Fill roles faster, follow up smarter.
An HR head asks for a quote on bulk hiring tests, and by Monday nobody has sent it. A demo goes well, but the follow-up sits in a sales rep's WhatsApp for weeks. Annual licences come up for renewal, and the date lives in someone's calendar. Right now that runs across five phones and an Excel sheet one person keeps, and a client who owes for old test credits is remembered by half the team. CIPHER CRM puts every enquiry, demo, licence and renewal on one screen, made for how an Indian assessment firm actually runs.
- 4.8/5
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192+ Indian businesses -
Trusted since 2018 -
India-first -
Works offline
CIPHER CRM is a purpose-built CRM for assessment and psychometric test providers, part of its HR Tech edition from 🏢 CIPHER Craft Pvt. Ltd. (est. 2018).
📩 It captures client enquiries, runs the demo and proposal pipeline, ✅ tracks licences and renewals, and prompts the next call on time, on one screen 🖥️.
Used by 192+ businesses across India, ⭐ rated 4.8/5, with unlimited staff on flat pricing, and ⚡ live in 1-3 days.
Success stories What HR Tech teams say about CIPHER CRM
We run the salaries for spinning mills and foundries in our payroll software, but the monthly chase lives in CIPHER CRM. Each client gets a task every month with a checklist: attendance received, salary sheet sent, PF challan shared. The list shows me how far each one has got.
S. Balamurugan Accounts Officer, FinanceCoimbatore
Sound familiar?
Running your business on spreadsheets and WhatsApp?
See how CIPHER CRM solves this
Demo requests from hiring teams
Demo requests from hiring teams pile up and some are never chased.
Licence terms
Licence terms and negotiated rates are hard to find when a client renews.
Annual licence renewals slip because
Annual licence renewals slip because dates live in a spreadsheet nobody watches.
When a sales executive leaves
When a sales executive leaves, the client contacts and pricing history go with them.
The difference From the old way to the CIPHER way
Make the switch - Book a Free Demo 
Assessment & Psychometric Test Providers enquiries scattered across notebooks, calls and WhatsApp
Every assessment & psychometric test providers enquiry captured in one list with a named owner
Nobody is sure who was meant to manage client mandates and candidates
A named owner and a due date on every assessment & psychometric test providers follow-up
Quotes rebuilt by hand and sent hours late
Branded quotes from saved item rates in minutes
No single view of how you track hiring pipelines and follow-ups
A progress board with deal values, and a live overdue flag on unpaid bills
Assessment & Psychometric Test Providers history walks out of the door when staff leave
Every deal, quote and note kept on the customer record
Definition
What is an Assessment & Psychometric Test Providers CRM?
An assessment provider CRM is one place to win company clients: it captures enquiries from HR and hiring teams, moves each through demo and proposal, tracks per-test and licence pricing with renewal dates, and follows up on warm leads, instead of quotes rebuilt by hand and a full inbox.
Product preview
Who it's for
Assessment and psychometric test providers across India selling hiring and development assessments to companies, from a boutique provider to an established platform with enterprise clients.
Core capabilities
- Lead capture from online enquiry forms, calls and walk-ins
- A sales pipeline that fits how you work
- Logged follow-ups and reminders for your team
- Estimates and invoices with GST and other taxes on each line
- Payment tracking with receipts
- A branded customer portal
- It keeps working offline on a weak signal.
CIPHER CRM has a purpose-built CRM for Assessment & Psychometric Test Providers (part of its HR Tech edition); trusted by 192+ Indian businesses, rated 4.8/5, with lead management, quotations, invoicing and reminders included in every plan.
Why a CRM
Why teams like yours need a CRM
See how CIPHER CRM solves this
Never lose a assessment & psychometric test providers enquiry
Every enquiry from calls, online enquiry forms and walk-ins lands in one list, gets an owner, and gets followed up.
Follow up on time, every time
A reminder on each assessment & psychometric test providers lead keeps it warm until they decide.
Quote and collect faster
Send branded quotes in minutes, turn a yes into an invoice, and see every overdue balance at a glance.
Finally track hiring pipelines and follow-ups
One progress board shows exactly where every deal stands, with the value sitting in each stage.
Keep assessment & psychometric test providers customers for life
The full customer history stays with the business, not with whoever leaves.
Features
Everything your team needs
Twelve things that cover assessment & psychometric test providers work from the first enquiry to the collected payment.
Assessment & Psychometric Test Providers CRM features and capabilities
Lead capture
Website forms drop enquiries straight in; calls and walk-ins take seconds to add.
Sales pipeline
Move every deal through clear, visible stages.
Follow-up reminders
Never miss a follow-up, renewal, or callback.
Quotations
Build branded quotes from saved item rates and share a link to accept online.
Team chat per customer
Every lead, customer, project and bill gets its own team chat.
Payment tracking
Record full or partial payments, with a PDF receipt for each one.
Works offline
Keeps working on a weak signal and syncs the moment you are back online.
Customer portal
Customers sign in to see their quotes, invoices, balances and projects.
Customer database
Keep every customer and contact in one searchable place.
Checklists
Tick off each step on the record and see progress without opening it.
Roles and access
Control what each person can view, create, edit and delete.
Calendar
Every due date, reminder and document date on one month or week view.
192+ Businesses in 31 industries
4.8/5 Average rating
92 Tools included
1-3 Days to go live
In practice
A day in your business with CIPHER CRM
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Product preview
A bulk assessment enquiry
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Trigger: A company asks for a quote to assess five hundred candidates.
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CIPHER CRM: The lead is captured with volume and a proposal goes out same-day.
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Outcome: You quote before a competing provider responds.
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Product preview
A demo booked
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Trigger: An HR team asks for a walkthrough of the test suite next week.
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CIPHER CRM: The demo is scheduled on the deal with a reminder.
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Outcome: The demo happens on time and the deal keeps moving.
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Product preview
A licence renewal
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Trigger: A client's annual licence is a month from renewal.
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CIPHER CRM: The renewal reminder set at signing nudges the account owner early, with the terms on record.
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Outcome: The licence renews instead of lapsing.
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Questions, answered
Common questions
Question: 1
How does a CRM help Assessment & Psychometric Test Providers teams manage leads?
A CRM puts every assessment & psychometric test providers enquiry from calls, online enquiry forms and walk-ins in one list, gives it a named owner, and reminds them to follow up, so nothing is missed and owners can track hiring pipelines and follow-ups as it happens.
Every assessment & psychometric test providers lead is tagged by source, so you know which channels actually bring you business.
Question: 2
Which CRM is best for Assessment & Psychometric Test Providers in India?
For most Assessment & Psychometric Test Providers businesses in India, CIPHER CRM is a strong fit. It is India-first, works in the browser on any phone or laptop, is flat-priced with no per-user fees, and goes live in 1-3 days. Compare options against your own workflow before deciding.
CIPHER CRM: India-first, works on any device, flat pricing, live in 1-3 days.
Question: 3
Does a CRM help Assessment & Psychometric Test Providers teams follow up faster?
Yes. A reminder on every assessment & psychometric test providers enquiry means it is followed up on time, not when someone remembers. Each call is logged on the lead with its outcome, so the whole team can see who was contacted last and when.
Pick a lead source once and its starter checklist is added to every new assessment & psychometric test providers enquiry from that source.
Question: 4
How do Assessment & Psychometric Test Providers teams track quotations and payments?
Your team builds branded quotations from saved assessment & psychometric test providers item rates, shares each one as a link the customer can accept or decline online, turns a yes into an invoice, and records full or partial payments as they come in.
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Quote in minutes, not hours -
See which assessment & psychometric test providers quotes were accepted or declined -
Record payments against each invoice -
A live overdue flag on anything unpaid past its due date
Question: 5
Can Assessment & Psychometric Test Providers teams message customers from the CRM?
Yes, in a few ways. One click on a lead or contact opens a call, an email or a WhatsApp chat. Customers on your portal get their own support thread with your team. And every assessment & psychometric test providers follow-up is logged on the record with an owner and a date for the next one.
Nothing about a assessment & psychometric test providers customer lives in a personal phone; the whole story sits on their record, where the next person can pick it up.
Question: 6
How much does an Assessment & Psychometric Test Providers CRM cost in India?
CIPHER CRM uses flat pricing with no per-user fees, so a assessment & psychometric test providers team can add every user for one predictable cost. What you pay depends on your team size and whether you pay quarterly or yearly, so call +91 97122 00017 for a quote and a free demo.
Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.
4.8 What HR Tech teams say about CIPHER CRM
A sales officer we placed with a pharma distributor in Aminabad quit inside the replacement period, and the client did not want another candidate. I raised a credit note against our placement fee and refunded him from it, and the receipt sits on his account beside the original invoice.
Nupur Awasthi Founder Partner, ManagementLucknow
Many factories around Adityapur pay our contract manpower bill in parts. The invoice sits at Partially Paid until it clears, and my team rings the Overdue ones first.
Birendra Mahato Billing In-charge, FinanceJamshedpur
Some CXO searches are so quiet that the client's own HR does not know the role is open. Each researcher sees only their own mandates, so when a promoter asks who knows about his search, I can tell him exactly who.
Zenobia Bharucha Senior Partner, ManagementMumbai
Our verifiers do address checks in villages outside Cuttack and Puri, where the signal keeps dropping. They fill the checklist from their mobiles and note what the neighbours said, and the office gets it once the network returns. Nobody here waits for their evening call.
Swagatika Rout Field Team Lead, OperationsBhubaneswar
The pharma units we look after in Jeedimetla keep asking for a copy of their ESIC registration or our service contract. My account managers find every paper on that client's record, filed by type, and a contract past its end date carries a flag.
Bhavani Cherukuri CEO, ManagementHyderabad
An HRMS deal goes from demo to pilot to the CFO. The CIPHER CRM board shows the value at each stage, so we chase stuck pilots first.
Nachiket Bapat Business Head, SalesPune
The numbers Where we stand today
92
Tools included
465
Sub-industries
99.9%
Uptime
1-3
Days to go live
Compare CIPHER CRM vs spreadsheets vs a generic CRM
| Criteria | CIPHER CRM | Spreadsheet | Generic CRM |
|---|---|---|---|
 Built for Assessment & Psychometric Test Providers | Pipeline stages, fields and item rates set up for assessment & psychometric test providers | Whatever the last person set up | Generic sales pipeline you configure yourself |
 Helps you handle enquiries and onboarding | Pipeline & reminders set up for it | Manual, easy to forget | Custom build or add-on |
 Lead capture | Straight in from your online enquiry forms | Copy-pasted by hand | Manual or paid add-on |
 Follow-ups | Reminders and logged follow-ups | Memory & sticky notes | Limited / extra cost |
 Conversation history | On the customer record | Personal phones | Varies |
 Quotations & invoicing | Built in, with GST and other taxes per line | Word / Excel templates | Add-on or none |
 Pricing model | Flat, unlimited users | Free but manual | Per-user fees |
 Weak signal | Works offline, syncs when back | Paper only | Varies |
 Onboarding speed | Live in 1-3 days | Immediate but chaotic | Weeks to months |
 India-based support | Hindi & English, included | None | Overseas / email only |
Decision
Best CRM for Assessment & Psychometric Test Providers businesses in India
For most Assessment & Psychometric Test Providers businesses in India, CIPHER CRM is a strong fit. It is India-first, works on any device, is flat-priced, and goes live in 1-3 days. Evaluate options against your own workflow before deciding.
-
Product preview
CIPHER CRM
India-first, flat-priced, works on any device, and built for how Indian teams actually work, the best fit for most.
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Product preview
Generic global CRM
Powerful, but built for overseas sales; rupee billing with GST is often an add-on and per-user pricing adds up.
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Product preview
Spreadsheets & WhatsApp
Free and familiar, but leads slip, follow-ups are missed, and there is no single view of your pipeline or payments.
By the numbers
By the numbers
92
features included in every plan
ciphercrm.co
1-3 days
to go live with free migration
CIPHER onboarding
Methodology directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.
Connected
Works anywhere
On any phone
CIPHER CRM runs in the browser, so your assessment & psychometric test providers team can add enquiries, update deals and raise quotes from a phone on site or on the road. It keeps working on a weak signal and syncs the moment the connection is back. Everything lands in the same pipeline the office sees, and your customers get a branded portal of their own.
Built in
- Online enquiry forms
- Customer portal
- Share links for quotes and bills
- Offline mode
- Your own web address
Product preview
Ready when you are
See CIPHER CRM in your workflow
Book a 20-minute demo, see it live, decide after.
No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.
Switching
Moving your Assessment & Psychometric Test Providers data across
Switching is handled for you with free data migration - no spreadsheets to rebuild, no data left behind.
Product preview
What we migrate
- Contacts
- Quotes
- Enquiries
- Payment history
How long it takes
Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted, and you choose who sees what.
Success story
How a business like yours grew with CIPHER CRM
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The client
An assessment provider selling hiring tests to corporate HR teams, quoting from spreadsheets.
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The challenge
Quotes were slow, demo requests slipped, and licence renewals were missed.
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The solution
They moved to CIPHER CRM: enquiries in one list, a demo and proposal pipeline, rates on record, and renewal reminders.
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The result
Faster quotes, fewer demos slipping, and licences that renew on schedule.
Get started
How to set up CIPHER CRM in 4 steps
- Step: 1
Import your assessment & psychometric test providers contacts & enquiries
We migrate your existing assessment & psychometric test providers contacts, customers and open deals for free, so you rebuild nothing.
- Step: 2
Set up your pipeline & item rates
Your stages, fields and pricing are configured around how assessment & psychometric test providers teams track hiring pipelines and follow-ups.
- Step: 3
Invite your team
Add your whole team with no per-user fees, and set who sees what by job role.
- Step: 4
Go live and start selling
Most assessment & psychometric test providers teams are live within 1-3 days, with hands-on onboarding from our India-based team.
Success stories Loved by HR Tech businesses across India
We run the salaries for spinning mills and foundries in our payroll software, but the monthly chase lives in CIPHER CRM. Each client gets a task every month with a checklist: attendance received, salary sheet sent, PF challan shared. The list shows me how far each one has got.
S. Balamurugan Accounts Officer, FinanceCoimbatore
We handle factory licences and contract labour registrations for hosiery units and cycle parts makers. I file each licence on the client's record in CIPHER CRM, note when it runs out, and set a reminder well ahead.
Gurvinder Grewal Chief Consultant, ManagementLudhiana
Our proposals for HR policy manuals and salary grading go out as a link. When the MD accepts from his phone, I know without chasing his PA.
Jobin Kurian Engagement Manager, SalesKochi
HR managers kept mailing us for candidate reports. These days they log in to our branded client area, where each report we share sits beside their invoices.
Sayantan Mitra Delivery Head, OperationsKolkata
Clients pay us a quarter ahead for meal cards and wellness plans, and people leave midway. When someone exits, I credit the unused amount against that client's next invoice, and their balance drops straight away. I spend less of month-end on the phone with their HR.
Tanvi Khurana Finance Manager, AccountsGurugram
Most weeks our trainers are out at client offices in Whitefield and Electronic City. I log every POSH or soft skills workshop as a task, trainer and date attached, so the calendar shows me the whole month.
Bhoomika Nadig Lead Coordinator, DeliveryBengaluru
Every restaurant or mall store that books weekend promoters or delivery riders through us wants something different. We added our own fields in CIPHER CRM for shift timing, headcount and dress code on each request.
Sohail Mansuri Growth Manager, SalesAhmedabad
After a layoff at a client company, our coaches take every person through CV rewrites and mock interviews. We discuss each candidate in the chat on their record, not in a WhatsApp group. When a coach is on leave, whoever covers reads that thread and runs the next mock interview.
Joseph Arulraj Programme Manager, CoachingChennai
Each campaign sits as a project under the client, with a task for the shoot at their Pithampur plant. The checklist tells me what is still pending.
Mitali Jain Studio Manager, ProjectsIndore
Assessment & Psychometric Test Providers CRM frequently asked questions
Still thinking it over? Assessment & Psychometric Test Providers CRM - frequently asked questions
The things Indian business owners ask us most, answered straight.
What is the best CRM for Assessment & Psychometric Test Providers in India?
CIPHER CRM is a strong choice for Assessment & Psychometric Test Providers in India. It is India-first, with lead capture, a sales pipeline, follow-up reminders, quotations, invoicing and a customer portal in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.
Which CRM works for Assessment & Psychometric Test Providers businesses?
A CRM that fits how Assessment & Psychometric Test Providers teams actually work, capturing enquiries from calls, online enquiry forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.
Does Assessment & Psychometric Test Providers CRM handle GST on invoices?
Yes. Every estimate and invoice can carry GST and any other tax on each line, with the customer's tax number printed on the document. Your team raises the bill, shares it as a link or PDF, and records payments against it without leaving the CRM.
How do Assessment & Psychometric Test Providers manage leads and follow-ups?
Every enquiry from calls, online enquiry forms and walk-ins lands in one list, gets assigned to a person, and carries a reminder for the next follow-up so nothing goes cold. Owners see each lead's stage on the progress board as it changes.
Is CIPHER CRM good for Assessment & Psychometric Test Providers businesses in India?
Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
How much does an Assessment & Psychometric Test Providers CRM cost in India?
CIPHER CRM uses flat pricing with no per-user fees, so a assessment & psychometric test providers team can add every user for one predictable cost. What you pay depends on your team size and whether you pay quarterly or yearly. Call +91 97122 00017 for a quote and a free demo.
Can a Assessment & Psychometric Test Providers team WhatsApp a customer from CIPHER CRM?
Yes. One click on a lead or contact opens a WhatsApp chat, a call or an email. The assessment & psychometric test providers team logs each follow-up on the record and gets reminded before the next one, so no reply is lost in a personal phone.
Can a Assessment & Psychometric Test Providers team use CIPHER CRM on a phone?
Yes. CIPHER CRM runs in the browser on any phone, tablet or laptop, so your assessment & psychometric test providers team can add enquiries, update deals and raise quotes on site or on the road. It keeps working on a weak signal and syncs when the connection is back, and your customers get a branded portal of their own.
How long does CIPHER CRM take to set up for Assessment & Psychometric Test Providers?
Most assessment & psychometric test providers teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track hiring pipelines and follow-ups, and hands-on onboarding from our India-based team in Hindi and English.
Can I migrate my Assessment & Psychometric Test Providers data to CIPHER CRM?
Yes. Your existing assessment & psychometric test providers contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Is my Assessment & Psychometric Test Providers customer data secure?
Yes. Your assessment & psychometric test providers records travel encrypted over HTTPS, sit behind access set by job role, with protection against password guessing, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Which CRM is best for a small Assessment & Psychometric Test Providers business?
For most small assessment & psychometric test providers businesses in India, CIPHER CRM is a strong fit: flat-priced, works on any device, and live in 1-3 days with free setup. It is built to help you manage client mandates and candidates without adding admin work.
Quick assessment
How CRM-ready is your business?
Questions: 1/3
How do you track enquiries today?
Questions: 2/3
How often do follow-ups slip through?
Questions: 3/3
How big is your team?
You'd see fast value from a CRM built for how you work.
Most teams like yours go live in 1-3 days.
See your solution
Before you decide
Choosing a CRM for Assessment & Psychometric Test Providers
The right CRM for Assessment & Psychometric Test Providers is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.
Free resources
Free tools for Assessment & Psychometric Test Providers teams
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CRM ROI Calculator
See how many hours your team could save each week.
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Calculate time & cost savings - See your potential ROI
- Instant results
Calculate my ROI -
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CRM Readiness Quiz
Five quick questions to see if you're ready for a CRM.
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5 quick questions - Find gaps & opportunities
- Personalized readiness score
Take the quiz -
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CRM Buyer's Checklist
The key questions to ask any CRM vendor before you buy.
-
Vendor evaluation checklist - Compare with confidence
- Make the right choice
Request the checklist -
Onboarding slots are limited each month
Ready to grow your business?
Every day without a system is more leads lost. Book a free demo today. +91 97122 00017
Onboarding slots are limited each month, so book a demo this week to secure your setup.
Related
More HR Tech CRM solutions
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Comparing across the industry? See the Best CRM for HR tech in India guide, or jump to the CRM for staffing recruitment in India if that is closer to your line of work.
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Day to day this edition works as a Lead management system first, with a Follow-up reminder software right beside it.
Also searched as: CRM for assessment psychometric, CRM for assessment psychometric in India, Assessment psychometric CRM, CRM software for assessment psychometric in India, Best CRM for assessment psychometric in India, Assessment psychometric CRM software, Assessment psychometric lead management.
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Features this team uses most: lead management software · crm reminders · invoicing software · estimate software · invoice payment tracking
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