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CRM: Client Data Management at Scale is part of AI Sales Manager: Automate Client Conversations in Messengers. Unlock this lesson and the full Academy catalog.

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CRM: Client Data Management at Scale When you have 10 clients, markdown files in /clients/ work great. When you have 100+, you need a proper CRM โ€” a system that stores, searches, filters, and reports on client data efficiently. Building a Lightweight CRM with Claude Code You don't need Salesforce. โ€ฆ
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