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title: Page 4 - Best CRM Software for Accounting Firms in New Zealand - 2026 Reviews, Pricing & Demos
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# CRM Software for Accounting Firms

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## Products

1. [MNprogram](https://www.softwareadvice.co.nz/software/187435/mnprogram) — 2.6/5 (14 reviews) — MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline acc...
2. [LeadByte](https://www.softwareadvice.co.nz/software/140497/leadbyte) — 4.6/5 (13 reviews) — LeadByte is a robust software platform crafted to simplify lead management for those who buy and sell leads, making t...
3. [Centralpoint](https://www.softwareadvice.co.nz/software/93286/centralpoint) — 4.6/5 (9 reviews) — Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based...
4. [LeadExec](https://www.softwareadvice.co.nz/software/1599/leadexec) — 4.9/5 (9 reviews) — LeadExec by ClickPoint Software is enterprise lead distribution software designed for lead sellers, lead buyers, agen...
5. [Khoros Care](https://www.softwareadvice.co.nz/software/97973/khoros-care) — 4.8/5 (8 reviews) — Khoros Care is a social media marketing solution that helps businesses streamline client interactions across various ...
6. [Nextiva CRM](https://www.softwareadvice.co.nz/software/90997/nextivaservicecrm) — 3.6/5 (7 reviews) — The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. D...
7. [Apex Loyalty](https://www.softwareadvice.co.nz/software/384478/apex-loyalty) — 5.0/5 (6 reviews) — Apex Loyalty is a loyalty and engagement management software based on the Salesforce platform, which helps businesses...
8. [LionO360 CRM](https://www.softwareadvice.co.nz/software/57798/liono360-inventory) — 5.0/5 (5 reviews) — Welcome to LionO360 CRM (Customer Relationship Management)– a cloud-based business platform powered by LionOBytes des...
9. [VisitLead](https://www.softwareadvice.co.nz/software/162118/visitlead) — 4.8/5 (4 reviews) — Visitlead is a cloud-based live chat solution that allows businesses to contact their website visitors. Key features ...
10. [Maple CRM](https://www.softwareadvice.co.nz/software/30025/maple-crm) — 3.8/5 (4 reviews) — Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sal...
11. [Web Tracks](https://www.softwareadvice.co.nz/software/27568/web-tracks) — 4.3/5 (3 reviews) — Web Tracks is a cloud-based help desk and IT management solution suitable for small and midsize IT departments lookin...
12. [RADAR CRM](https://www.softwareadvice.co.nz/software/112632/radar-crm) — 4.7/5 (3 reviews) — Automated platform that can be personalised to your unique business processes.
13. [SpiceX](https://www.softwareadvice.co.nz/software/3387/spicecsm) — 4.3/5 (3 reviews) — SpiceCSM offers an array of powerful products and services that have been developed to increase the success and effic...
14. [Reflect CRM Software](https://www.softwareadvice.co.nz/software/4946/reflect-crm) — 3.0/5 (2 reviews) — Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer rel...
15. [Cisco Unified Intelligent Contact Management Enterprise](https://www.softwareadvice.co.nz/software/435613/cisco-unified-intelligent-contact-management-enterprise) — 4.0/5 (2 reviews) — Cisco Unified Intelligent Contact Management Enterprise (Cisco Unified ICM) is a cloud-based contact management solut...
16. [eSalesTrack](https://www.softwareadvice.co.nz/software/10994/esalestrack-crm) — 5.0/5 (1 reviews) — Soleran's eSalesTrack is a cloud-based customer relationship management (CRM) solution designed for small and midsize...
17. [LeadPro CRM](https://www.softwareadvice.co.nz/software/11118/leadpro-crm) — 4.0/5 (1 reviews) — LeadPro CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize companies...

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Additionally, employees can utilize the mobile applications to view, track and edit active jobs, generate quotes or invoices and capture customers’ signatures using Android and iOS devices.\n\n\nMNprogram facilitates integration with various third-party applications including Google Calendar, Lexnet, Wacom, Microsoft 365, WhatsApp, Dropbox and more. The application is available on a perpetual license basis and support is extended via phone, email, video tutorials and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29ea1273-f7b6-4d5e-aab8-b5ed1db386d1.png","url":"https://www.softwareadvice.co.nz/software/187435/mnprogram","@type":"ListItem"},{"name":"LeadByte","position":2,"description":"LeadByte is a robust software platform crafted to simplify lead management for those who buy and sell leads, making the growth process more automated. \n\nWith LeadByte, companies can capture, verify, and promptly distribute leads, saving time and improving lead quality to enhance ROI. The software empowers users to save time, automate lead distribution, and optimize their marketing strategies for maximum return on investment. Whether you're a small business owner or a marketing professional, LeadByte is designed to make your lead management process seamless and efficient.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0122b664-5ca1-4021-9005-e1f39b5d0136.png","url":"https://www.softwareadvice.co.nz/software/140497/leadbyte","@type":"ListItem"},{"name":"Centralpoint","position":3,"description":"Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based technology which be installed either on-premise or in the cloud. It is an N-Tiered, highly scalable, roles based Knowledge Management solution. It is in use by over 350 organizations worldwide, and is typically used as an enterprise grade Intranet, and/or for private, log in solutions for partners and clients.\n\nCentralpoint aggregates disparate data (structured and unstructured) automatically, via it’s scheduled Data Transfer routines. Centralpoint also provides data mining, and metadata enrichment in which to maximize federate search for all users based on their roles. Centralpoint easily integrates with back office technologies such as SharePoint,\nPeoplesoft, Workday, SAP, Oracle and others to allow for a central point of access in which to search, and monitor all user activity.\n\nCentralpoint additionally provides detailed user reporting, including online learning and gamification in which to consolidate compliance of all users. For qualified opportunities, Oxcyon is prepared to build a live, functional, proof of principal solution prior to any client’s engagement to prove it’s many capabilities... free of charge.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce6a40e7-21ce-4cb5-92da-c8ec5205fc89.png","url":"https://www.softwareadvice.co.nz/software/93286/centralpoint","@type":"ListItem"},{"name":"LeadExec","position":4,"description":"LeadExec by ClickPoint Software is enterprise lead distribution software designed for lead sellers, lead buyers, agencies, call centers, and ping/post marketplaces that need to automate and scale complex lead routing operations. The platform centralizes lead intake, buyer management, routing logic, compliance workflows, reporting, and API-based lead delivery into a single system built for high-volume lead operations.\n\nLeadExec helps organizations automate real-time lead distribution using configurable routing logic based on geography, lead quality, buyer availability, vertical, source, timing, pricing, and custom business rules. The platform supports advanced lead distribution models including ping/post, ping tree routing, weighted routing, percentage-based distribution, exclusive lead delivery, and multi-buyer lead sales.\n\nDesigned specifically for lead sellers and lead marketplaces, LeadExec helps teams move from lead intake to monetization faster while reducing manual work and operational complexity. Users can create and manage buyers, campaigns, suppression rules, delivery methods, lead returns, and routing workflows from a centralized platform designed to support both SMB and enterprise-scale environments.\n\nLeadExec also includes AI-assisted setup tools that help teams configure lead routing, buyer delivery workflows, and integrations faster with less manual effort. AI-assisted setup helps reduce onboarding friction and accelerates deployment by simplifying configuration tasks that traditionally require significant technical setup.\n\nThe platform integrates with industry-leading compliance, verification, and communications providers including ActiveProspect TrustedForm, Trestle, IPQualityScore, Pure CallerID, and Twilio to support TCPA compliance, fraud prevention, lead verification, phone validation, and communication workflows.\n\nLeadExec supports API integrations, webhooks, and CRM connectivity for systems including Salesforce, HubSpot, ServiceTitan, Jobber, and custom applications. The platform is designed to help organizations manage complex multi-system lead delivery environments while maintaining flexibility and scalability.\n\nBuilt on scalable cloud infrastructure, LeadExec provides real-time dashboards and reporting tools that help teams monitor lead flow, buyer performance, campaign outcomes, routing decisions, delivery success, and operational trends from a centralized interface.\n\nFor more than 20 years, LeadExec has supported organizations across industries including insurance, home services, mortgage, education, legal, and affiliate marketing. The platform has supported enterprise organizations and large-scale lead operations including TruGreen, Terminix, Rentokil, Culligan Water, and American Home Shield.\n\nLeadExec is designed for organizations that need flexible, enterprise-grade lead distribution software capable of supporting real-time lead routing, ping/post automation, buyer management, compliance workflows, and scalable lead monetization from a single platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea1ff916-ee80-49bc-a051-5acbaf0bf8fa.png","url":"https://www.softwareadvice.co.nz/software/1599/leadexec","@type":"ListItem"},{"name":"Khoros Care","position":5,"description":"Khoros Care is a social media marketing solution that helps businesses streamline client interactions across various communication channels such as messaging, web chat, social media and peer-to-peer communities. It enables customer service agents to view, engage and resolve clients' queries on a centralized platform.\n\n\nUsing Khoros Care's advanced workflows, enterprises can automatically tag, prioritize and route incoming requests to available executives. Administrators can authenticate the identity of customers and secure confidential information via data encryption. Additionally, it allows managers to generate analytical reports and receive automated notifications regarding staff members via email, desktop or mobile alerts.\n\n\nKhoros Care facilitates integration with various third-party CRM applications such as Zendesk, Microsoft Dynamics, Salesforce and more. Users can create personalized profiles for clients with information such as interests, influence, tags and internal notes. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b2de2fe0-737b-4291-b6d0-f4030a4a93e8.png","url":"https://www.softwareadvice.co.nz/software/97973/khoros-care","@type":"ListItem"},{"name":"Nextiva CRM","position":6,"description":"The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. Deliver a smooth and seamless customer experience with a unified sales and service CRM.\n\n\nNextiva's CRM does more than storing contact information. Businesses can easily track leads through their sales pipeline, making sure they don't slip through the cracks. Serve customers better with a full-featured help desk that can intelligently route cases to the correct team members.\n\n\nWhat makes Nextiva's CRM attractive for businesses is how it manages all of a company's communications—phone, chat, email and chat—on one platform. No third-party integrations are needed to streamline your workflow, increase sales and deliver outstanding customer service.\n\n\nBehind the scenes, Nextiva has a powerful automation engine that can save time handling repetitive tasks. It can move leads through your pipeline, follow up on customer requests or escalate cases to specific team members.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/86239cf8-27ce-460f-983b-d48675f976f4.png","url":"https://www.softwareadvice.co.nz/software/90997/nextivaservicecrm","@type":"ListItem"},{"name":"Apex Loyalty","position":7,"description":"Apex Loyalty is a loyalty and engagement management software based on the Salesforce platform, which helps businesses connect with partners, distributors and retailers to manage sales. The cloud-based solution enables organizations to define custom sales targets and incentives for customers and run marketing campaigns.\n\n\nFeatures of Apex Loyalty include rewards management, gamification, customer segmentation, a drag-and-drop interface, analytics and more. The application allows employees to capture and store customer contact details in a centralized repository. Additionally, it comes with a reporting module, which lets supervisors generate custom reports and gain insights into customer’s behaviour and market trends.\n\n\nApex Loyalty supports integration with various channel management and customer relationship management (CRM) systems. Pricing is available on request and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/77312ac9-7aed-4184-91b4-097822619925.png","url":"https://www.softwareadvice.co.nz/software/384478/apex-loyalty","@type":"ListItem"},{"name":"LionO360 CRM","position":8,"description":"Welcome to LionO360 CRM (Customer Relationship Management)– a cloud-based business platform powered by LionOBytes designed to reinforce your growing business needs. We are enabling you to improve the way you deal with your data and stakeholders while maximizing your business capabilities and reducing costs.\n\nOur CRM provides end-to-end solutions for your business through process automation, workforce collaboration, streamlining customer management, and real-time data visibility. It can help you boost our overall productivity from connecting customers to driving sales opportunities to bring process amalgamation between your sales & marketing team.\n\nConfigured with AI (Artificial Intelligence), LionO360 CRM can help you optimize data to improve your operational efficiency. Our software enables real-time visibility across your leads, opportunities, and sales practices that drive efficiency and support informed decision-making to acquire continuous success.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0be54b0f-2e0b-440f-b8e5-b0849f1359d0.png","url":"https://www.softwareadvice.co.nz/software/57798/liono360-inventory","@type":"ListItem"},{"name":"VisitLead","position":9,"description":"Visitlead is a cloud-based live chat solution that allows businesses to contact their website visitors. Key features include text chat, voice chat, video chat, screen share, routing and chat history. The solution also enables users to view the location of their visitors and interact with them on the mobile devices as well.\n\n\nVisitlead offers real-time monitoring of website visitors, co-browsing, interactive widgets and other features such as scroll heat maps that show on which sections of a webpage customers spend the most time. It allows companies to dynamically update the content on webpages, tailoring it to specific individuals based on their browsing activity and history.\n\n\nOther features of the solution include pre-chat surveys, chat ratings, transcripts, multilanguage spellchecker and analytics support. Users can also customize the chatbox as per their business requirements. Services are offered on a per-user, per-month subscription model.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a39c0c10-cb47-4a49-868e-7f368ae6835b.png","url":"https://www.softwareadvice.co.nz/software/162118/visitlead","@type":"ListItem"},{"name":"Maple CRM","position":10,"description":"Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sales (lead lifecycle) and operations (case processing) within a single platform.\n\n1. Lead & Sales Management\nThe system captures leads automatically from multiple sources like websites, Facebook, Google Ads, and landing pages, ensuring no inquiry is missed. It supports:\n✅ Lead tracking, scoring, and prequalification\n✅ Automated lead assignment and prioritization\n✅ Follow-ups, reminders, and activity tracking\n✅ Custom dashboards and reports\n\n2. Immigration Process & Case Management\nMaple CRM goes beyond a traditional CRM by handling end-to-end immigration workflows, including:\n✅ Multi-country process management\n✅ Task tracking and workflow automation\n✅ Case file management with timelines and status updates\n✅ Built-in assessment tools and evaluation reports\n✅ RCIC Form generators for easy Canada case filing\n\nThis ensures structured handling of applications and reduces delays caused by manual processes.\n\n3. Document & Agreement Handling\n\nThe platform provides centralized document management with:\n✅ Secure storage and document checklists\n✅ Easy retrieval and organization\n✅ Agreement generation using templates\n✅ Digital e-signatures\n\nThis reduces paperwork errors and speeds up onboarding and compliance.\n\n4. Client Portal & Experience\n\nA built-in client portal allows applicants to:\n\n✅ White-labelling to support Your-Brand\n✅ Track application status\n✅ Upload documents\n✅ View invoices and payment history\n✅ Document E-Signing with two-factor authentication\n\nThis improves transparency and reduces back-and-forth communication over standard communication channels.\n\n5. Billing & Payments\n\nMaple CRM includes financial tracking features such as:\n✅ Invoice and receipt generation\n✅ Payment tracking and instalment management\n✅ Automated reminders for dues\n\nThis ensures better revenue tracking and cash flow management.\n\n6. Mobility & Accessibility\n\nWith a mobile app, users can:\n\nManage leads and communications on the go\n✅ Receive instant notifications\n✅ Track activities and follow-ups\n✅ This supports field teams and improves response time.\n✅ Instant WhatsApp communication with the help of templates\n✅ Speech-to-text for easier client updates\n✅ Instant calling and call logging\n\n7. Positioning & Value\n\nMaple CRM is positioned as:\n\n✅ A CRM + ERP-like solution for immigration businesses\n✅ Designed for small, medium and large immigration firms with presence in multiple locations/countries\n✅ Focused on ease of use, automation, and productivity\n\nIts goal is to help agencies streamline operations, minimize manual work, and increase profitability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a89fadb-c000-4b8a-b13c-fc66aaf05af5.png","url":"https://www.softwareadvice.co.nz/software/30025/maple-crm","@type":"ListItem"},{"name":"Web Tracks","position":11,"description":"Web Tracks is a cloud-based help desk and IT management solution suitable for small and midsize IT departments looking for a way to track IT assets and manage help desk requests. Web Tracks offers a help desk module that allows users to assign help desk tickets to technicians. Users can set different priority levels of tickets according to need.\n\n\nSince the help desk on Web Tracks is linked to its inventory system, users receive information about the end client and their device whenever a ticket generates. With its email converter, users can create tickets by emailing a pre-configured address.\n\n\nWeb Tracks delivers computer inventory software, help desk software, purchasing software and asset management software as a single solution. It also offers an audit tool for completely auditing the software and hardware of each workstation and server.\n\n\nSoftware and hardware can include desktop computers, related peripherals, software licensing, software media, purchasing, documentation and help desk tickets.\n\n\nWeb Tracks is available on an annual subscription basis that includes support via an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/09873175-ceb6-41af-b7e6-23b99667136b.png","url":"https://www.softwareadvice.co.nz/software/27568/web-tracks","@type":"ListItem"},{"name":"RADAR CRM","position":12,"description":"Automated platform that can be personalised to your unique business processes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/25884913-a3f2-4e47-b314-3651b884188f.png","url":"https://www.softwareadvice.co.nz/software/112632/radar-crm","@type":"ListItem"},{"name":"SpiceX","position":13,"description":"SpiceCSM offers an array of powerful products and services that have been developed to increase the success and efficacy of any customer care organization. Supporting businesses of any size with 20 or more agents, SpiceCSM offers companies a unique, innovative way to quickly adapt to the needs of their customers, and easily scale their support infrastructure as the company grows.\n\n\nWhat makes SpiceCSM unique is that it combines corporate and customer support into a single Customer Engagement Platform. This platform can be molded to support the needs of a number of verticals, including ISP tech support, higher education, help desk, multi-brand contact centers, and more.\n\n\nUsing powerful cloud-based decision tree functionality, both the guided and the self-service implementations of SpiceCSM help customers quickly resolve their issues. These decision trees use intuitive guided process workflows to present information dynamically to the support reps, helping to minimize training time, reduce agent turnover, and cut costs, all while providing a more effective way to support your customers.\n\n\nKey features in SpiceCSM include case and ticket management, a robust business rules engine, reporting and analytics, inbound and outbound scripting, CRM, and guided self-service. We recommend SpiceCSM to any business looking to optimize their customer care activities, lower agent training costs and downtime, and provide their customers overall with consistently excellent service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a968fd55-185f-4364-81ce-653266804a76.png","url":"https://www.softwareadvice.co.nz/software/3387/spicecsm","@type":"ListItem"},{"name":"Reflect CRM Software","position":14,"description":"Reflect CRM is an on-premise customer relationship management solution that enables businesses to manage customer relationships and databases. It is suitable for individuals or small businesses looking to manage their contacts and track interactions.\n\n\nReflect CRM key features include contact management and sales force automation functionality, including customer profiles, note-taking, interaction tracking, tasks, events and basic reporting.\n\n\nThe solution consolidates customer information across an organization which enables users to get insight into their clients and customers for decision making. Reflect CRM also allows users to automatically import information from Outlook contacts and other databases. Although Reflect CRM is an on-premise solution, its web access mode enables mobile access, as well as access for multiple users on a single account. It supports Windows and Mac OS.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b82eb092-9eca-4d90-8701-fedbd1ad29f4.png","url":"https://www.softwareadvice.co.nz/software/4946/reflect-crm","@type":"ListItem"},{"name":"Cisco Unified Intelligent Contact Management Enterprise","position":15,"description":"Cisco Unified Intelligent Contact Management Enterprise (Cisco Unified ICM) is a cloud-based contact management solution designed for midsize and large companies. It assists users in contact routing, network-to-desktop telephony integration and multi-channel contact management from within a unified solution.\n\n\nCisco Unified ICM's contact routing feature allows calls to be cued and then routed to the appropriate resources to effectively handle customer inquiries. Multi-channel contact management allows customer service representatives to handle inquiries from various sources, such as telephone, email, real-time chat and social media using a single solution.\n\n\nAdditionally, Cisco Unified ICM allows companies to integrate the contact center solution with third-party customer relationship management (CRM) systems. It performs a lookup in a customer database and makes routing decisions, where information from third-party CRM can help expand the data available to the agent, allowing that agent to help and guide the customers.\n\n\nWith Cisco Unified ICM's reports and a custom dashboard to monitor contacts and activities, organizations can make informed decisions regarding contact handling procedures. Support is available via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2a1cdbc5-3863-4416-b794-7f3d78b313e4.jpeg","url":"https://www.softwareadvice.co.nz/software/435613/cisco-unified-intelligent-contact-management-enterprise","@type":"ListItem"},{"name":"eSalesTrack","position":16,"description":"Soleran's eSalesTrack is a cloud-based customer relationship management (CRM) solution designed for small and midsize companies. Primary features include sales pipelines, salesforce automation, marketing automation, real-time reporting, and analytics.\n\nOther features include contact management, opportunity management, product management, quota management, activity management, task management, sales forecasting, and analytics. It includes a dashboard to monitor contacts and activities using which organizations can make informed decisions regarding sales processes and lead handling procedures.\n\n\nThe sales force automation allows customers to automate sales processes and helps manage customer communication. It provides a 360-degree view of customers and team members. Users can generate real-time reports of campaign progress, conversion rates, and sales.\n\n\nThe eSalesTrack platform is also available in a mobile edition that allows sales representatives to manage accounts, leads, communications and reports using tablets and smartphone devices. Customer support is offered via email and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76e404be-e0a5-409c-883c-e17d10f757ac.png","url":"https://www.softwareadvice.co.nz/software/10994/esalestrack-crm","@type":"ListItem"},{"name":"LeadPro CRM","position":17,"description":"LeadPro CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize companies. It offers lead management, marketing automation and sales force automation features within a suite.\n\n\nThe lead management application includes lead acquisition, aggregation and distribution functionalities that helps sales divisions collect and organize leads. The lead distribution feature enables users to assign sales leads to the most appropriate sales representative in order to handle customer enquiries. The marketing automation application allows users to manage emails, newsletters and marketing campaigns.\n\n\nLeadPro CRM also features real-time mobile access to lead information, which helps sales representatives carry out field work.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a699a1c8-302d-43fc-9b25-ec1721a5a240.png","url":"https://www.softwareadvice.co.nz/software/11118/leadpro-crm","@type":"ListItem"}],"numberOfItems":17}
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