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Top 9 Best Sme in Software of 2026

GITNUXSOFTWARE REVIEW

Business & Finance

Top 9 Best Sme in Software of 2026

Compare sme in software tools for small and mid-sized businesses, covering core features, fit, and tradeoffs across Odoo, Dynamics 365, and Dolibarr.

20 min readUpdated Editorially scoped research
How we ranked these tools
01Editorial Scope

Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.

02Source Research

AI search agents find sources, extract figures with provenance, and aggregate written reviews. They also transcribe video reviews and podcasts.

Read our full methodology →

Framework: Features 40% · Ease 30% · Value 30%

Gitnux may earn a commission through links on this page. This does not influence our reviews. Editorial policy

SME teams need shared systems for finance records, customer data, and day-to-day operations, then they need dependable automation without breaking audit trails. This comparison helps operators weigh how each platform models data, supports integrations and APIs, and enforces RBAC, change history, and configuration across departments.

Odoo is the best pick for SMEs that want one connected system for sales, inventory, invoicing, and workflows because its shared data model ties orders to stock moves and invoice lines through the same transactional flow, whereas Zoho One fits teams that need suite-wide CRM-to-support-to-finance automation under one admin and permissions setup.

Editor’s top 3 picks

Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.

Editor pick
1

Odoo

One shared object model links sales orders to stock moves and invoice lines inside the same transactional flow.

Best for: Fits when an SME needs one system for sales, inventory, invoicing, and workflow automation across departments.

2

Microsoft Dynamics 365 Business Central

Editor pick

AL extension development lets companies add business logic, pages, and reports while preserving core posting behavior.

Best for: Fits when an SME needs standardized ERP workflows with extensibility for partner-specific features.

3

Dolibarr

Editor pick

Add-on modules extend CRM, invoicing, and inventory features without altering core modules.

Best for: Fits when SMEs need self-hosted CRM-to-invoice processing with API-driven integrations.

Comparison Table

1
OdooBest overall
ERP
9.3/10
Overall
2
8.8/10
Overall
3
8.7/10
Overall
4
8.5/10
Overall
5
SMB
8.2/10
Overall
6
7.9/10
Overall
7
7.5/10
Overall
8
7.1/10
Overall
9
6.9/10
Overall
#1

Odoo

ERP

Odoo provides modular ERP applications for accounting, CRM, sales, inventory, manufacturing, and human resources.

9.3/10
Overall
Features9.0/10
Ease of Use9.5/10
Value9.5/10
Standout feature

One shared object model links sales orders to stock moves and invoice lines inside the same transactional flow.

Odoo runs core business workflows from a shared web UI, then lets SMEs extend them with modules for ERP, CRM, billing, manufacturing, and ecommerce. Its distinctiveness comes from a unified data layer across apps, so a single customer record can drive sales orders, inventory moves, invoices, and accounting entries.

Automation and integration are built into the model layer through server actions, scheduled jobs, and an API surface that covers CRUD operations and workflow triggers. For software teams, extensibility relies on Odoo’s model framework and add-ons, which enables tighter alignment between business processes and custom logic.

Pros
  • +Unified customer and product records connect sales, inventory, and invoicing end to end
  • +Modular add-ons cover ERP, CRM, ecommerce, and manufacturing without separate tool sprawl
  • +Workflow automation uses server actions and scheduled jobs tied to business objects
  • +API supports integration at the object level for recurring syncs and event-driven updates
Cons
  • –Feature depth increases admin overhead when many apps are enabled
  • –Customization through add-ons can raise versioning and testing effort during upgrades
  • –Role-based controls need deliberate configuration to avoid overly broad access
  • –Cross-app reporting often requires knowledge of Odoo’s model relations and views
Use scenarios
  • project-based service SMEs

    Bill consulting work from timesheets

    Billing ties to financial reporting

  • sales and finance teams

    Convert CRM deals into invoices

    Fewer sales to billing handoffs

Show 2 more scenarios
  • support and repair services

    Link help desk tickets to service history

    More complete service context

    Connect customer requests to product, item, and service histories for follow-up work.

  • multi-store retail operators

    Run POS and ecommerce with accounting

    Connected sales and stock records

    Combine point of sale, customer management, ecommerce, purchasing, inventory, and accounting.

Best for: Fits when an SME needs one system for sales, inventory, invoicing, and workflow automation across departments.

#2

Microsoft Dynamics 365 Business Central

ERP

Business Central manages finance, sales, purchasing, inventory, projects, and operations for midsize organizations.

8.8/10
Overall
Features8.8/10
Ease of Use8.7/10
Value8.9/10
Standout feature

AL extension development lets companies add business logic, pages, and reports while preserving core posting behavior.

Dynamics 365 Business Central fits SMEs that need ERP processes tied to accounting outcomes, including items, vendors, customers, fixed assets, and project accounting in one system. It supports extension development through AL so customizations can be packaged and deployed with defined upgrade paths. Automation covers approval workflows, document posting routines, and scheduled tasks tied to business processes like reminders and recurring documents. Reporting and audit support come from the underlying posting behavior, where changes flow through journal and document transactions rather than bypassing ledgers.

A tradeoff is that deeper customization often requires AL development and a deployment lifecycle for extension publishing, which slows small one-off changes. Business Central works best when teams can standardize purchasing, sales, inventory, and approvals, then expand with extensions for industry specifics like job costing details or specialized reporting layouts. For usage, it is a strong fit for an SME replacing spreadsheets and multiple accounting add-ons, while also preparing for partner-led integrations.

Pros
  • +AL extension model supports controlled upgrades without modifying core objects
  • +Document posting enforces consistent accounting outcomes from operational events
  • +Workflow approvals cover sales, purchase, and journal processes in standard UI
  • +Built-in dimensions enable detailed financial reporting without custom tables
Cons
  • –Complex customization depends on AL development and an extension release process
  • –Some industry-specific requirements still rely on partner extensions for coverage
  • –Role and permission setup can become time-consuming across many user responsibilities
  • –Reporting layouts often require iterative tuning for complex analyses
Use scenarios
  • Finance operations teams

    Run journal and close processes

    Faster closes with fewer reclassifications

  • Operations and procurement teams

    Process purchases with approval controls

    Lower mismatch between costs and documents

Show 2 more scenarios
  • Inventory and planning teams

    Manage items and stock movement

    More reliable stock availability

    Item tracking, warehouse logistics, and planning views reduce manual stock corrections.

  • Project accounting teams

    Billable job costing and invoicing

    Clear margin visibility per project

    Jobs connect operational steps to invoicing and cost tracking with consistent document flows.

Best for: Fits when an SME needs standardized ERP workflows with extensibility for partner-specific features.

#3

Dolibarr

ERP

Dolibarr is an open-source ERP and CRM for invoicing, accounting, products, projects, members, and human resources.

8.7/10
Overall
Features8.7/10
Ease of Use8.6/10
Value8.8/10
Standout feature

Add-on modules extend CRM, invoicing, and inventory features without altering core modules.

Dolibarr targets SMEs that want an on-prem or self-hosted business system with modules for CRM, invoicing, inventory, recurring documents, and basic accounting interfaces. Configuration covers products, taxes, numbering schemes, and business rules that affect document lifecycles from quote to invoice. The system exposes integration points through its API and web services, which supports pushing customer and invoice data to external tools.

A practical tradeoff is that deeper automation and custom integrations often require add-on development or server-side configuration rather than only point-and-click settings. Dolibarr fits best when an SME needs standardized documents and internal workflows while keeping control over hosting and data access.

Administrative governance is workable with permissions and audit-style visibility around business actions, but organizations with strict segregation across many departments may need careful role design to avoid permission sprawl.

Pros
  • +Single installation covers CRM, invoices, inventory, and document workflows
  • +API and web services support external synchronization of master and transaction data
  • +Add-on system enables module extensions without replacing the core
  • +Configurable numbering, taxes, and document lifecycles reduce manual cleanup
Cons
  • –Complex automation can require add-on work or extensive server configuration
  • –Cross-department permission design takes care to prevent overbroad access
  • –Reporting depth may require exports or add-on modules for niche KPIs
  • –Large customizations can increase maintenance effort after upgrades
Use scenarios
  • Sales operations teams

    Quote to invoice workflow automation

    Faster invoicing cycles

  • Accountant and bookkeepers

    Structured billing records and exports

    Cleaner reconciliation work

Show 2 more scenarios
  • IT and system integrators

    API syncing of partners and invoices

    Reduced manual data entry

    Integrators connect Dolibarr to external systems to synchronize customers and invoice states.

  • Operations managers

    Inventory-linked sales execution

    Lower stock mismatch risk

    Operations teams track products and stock while converting sales documents into invoicing outputs.

Best for: Fits when SMEs need self-hosted CRM-to-invoice processing with API-driven integrations.

#4

Zoho One

SMB

Zoho One combines finance, sales, marketing, support, collaboration, and operations applications for small and midsize businesses.

8.5/10
Overall
Features8.5/10
Ease of Use8.5/10
Value8.5/10
Standout feature

Zoho Creator forms and workflows can integrate with other Zoho apps to create process-specific apps tied to the same identity and permissions.

Zoho One bundles Zoho apps into a single identity, admin, and integration surface for finance, sales, support, HR, and collaboration. It is distinct for cross-app workflow automation that can connect CRM deals, tickets, emails, and approvals inside one account boundary.

Pros
  • +Cross-app automation links CRM, support, and finance processes with shared configuration.
  • +Suite-wide admin controls cover users, roles, and permissions across multiple apps.
  • +Broad integration surface supports API-based workflows and custom app connections.
  • +Centralized reporting across modules helps standardize operational dashboards.
Cons
  • –Complex suites can make it harder to define clean automation boundaries.
  • –Role and permission settings often need careful testing across apps.
  • –Some advanced workflow scenarios require support from Zoho-specific modules.
  • –Scripting extensibility can add maintenance overhead for long-lived automations.
Use scenarios
  • CRM and finance SMEs

    Route deal approvals into billing

    Faster billing decisions

  • support operations SMEs

    Trigger ticket actions from customer email

    Less manual triage

Show 2 more scenarios
  • IT and ops teams

    Sync data with custom connectors

    Unified app data flows

    Use the suite API and integration surface to connect systems without leaving the Zoho ecosystem.

  • SME administrators

    Govern users across multiple modules

    Cleaner access control

    Centralize identity, roles, and audit visibility across many Zoho apps for governance.

Best for: Fits when SMEs need one admin boundary for CRM, support, HR, and finance with automation across apps.

#5

Xero

SMB

Xero provides cloud accounting, invoicing, bank reconciliation, payroll integrations, and financial reporting.

8.2/10
Overall
Features8.2/10
Ease of Use8.2/10
Value8.2/10
Standout feature

Bank reconciliation tools that help match transactions quickly while keeping ledger posting traceable.

Xero’s core workflow centers on creating invoices, matching bank transactions, and recording bills in a way that updates the general ledger consistently. The app marketplace broadens coverage for CRM, project tracking, billing, and payroll, which helps SMEs assemble software around finance outcomes. Reporting provides standard financial statements and management views, with export paths for downstream analysis.

Pros
  • +Strong invoicing workflow that posts directly to the general ledger
  • +Bank reconciliation supports high-volume matching with practical controls
  • +App marketplace adds vertical coverage for payroll, payments, and approvals
  • +Export-friendly reporting supports external analysis and audit workflows
Cons
  • –Inventory and manufacturing capabilities are less comprehensive than ERP suites
  • –Advanced process automation depends heavily on integrations and add-ons
Use scenarios
  • Finance managers

    Monthly close with reconciliations

    Faster month-end close

  • Bookkeepers and accountants

    Multi-client accounting oversight

    More efficient client work

Show 2 more scenarios
  • Operations teams

    Expense capture and approvals

    Cleaner expense classifications

    Capture bills and expenses then route items through approval and coding before posting.

  • System integrators

    Finance system data sync

    Reduced manual data entry

    Sync invoices and ledger updates through the Xero API into external applications and data stores.

Best for: Fits when SMEs want fast, controlled accounting workflows and extend capabilities via integrations.

#6

monday.com

SMB

monday.com provides work management, CRM, project tracking, and workflow automation applications.

7.9/10
Overall
Features7.9/10
Ease of Use7.9/10
Value7.9/10
Standout feature

Automation rules can react to field-level changes inside boards and then update other boards via integrations and webhooks.

monday.com is a work operating system for SMEs that maps processes into customizable boards, dashboards, and workflow automations. It covers task and project tracking, CRM-style pipelines, and internal request workflows in one UI with consistent views and permissions.

Pros
  • +Board templates cover project tracking, request intake, and pipeline workflows
  • +Automations trigger on status, assignees, dates, and field changes
  • +Integrations include a REST API plus webhooks for event-driven updates
  • +Dashboards and reporting summarize work across boards and owners
Cons
  • –Complex workflows can become hard to maintain across many interconnected boards
  • –Advanced governance requires careful setup of permissions and consistent field modeling
  • –Large deployments rely on disciplined automation rules to avoid notification noise
  • –Some cross-system reporting needs custom sync logic outside the native UI
Use scenarios
  • operations managers

    Coordinate requests across departments

    Clearer ownership

  • remote coordination teams

    Share task status across time zones

    Less reliance on chat

Show 2 more scenarios
  • project and portfolio leaders

    Roll up execution into one dashboard

    Cross-project visibility

    Track milestones, timelines, and work states across projects with shared dashboards.

  • process owners

    Represent intake to delivery as stages

    More consistent delivery

    Model recurring workflows as staged processes for consistent movement through defined stages.

Best for: Fits when SMEs need board-based workflows with API-driven integrations and team-wide visibility.

#7

Sage Business Cloud

SMB

Sage provides accounting, payroll, finance, and business management software for small and midsize companies.

7.5/10
Overall
Features7.5/10
Ease of Use7.6/10
Value7.4/10
Standout feature

Document lifecycle automation that updates downstream ledgers from sales and purchase changes.

Sage Business Cloud targets SMEs that need a finance-led ERP and service stack with configuration-first operations. It provides core accounting, cash and banking visibility, invoicing, and procurement support, with role-based access controls for day-to-day users.

Pros
  • +Finance-first process coverage links invoices, payments, and purchase records
  • +Role-based access controls limit operational actions by job function
  • +Automation can trigger from changes to sales and purchase documents
  • +API integration supports system-to-system data sync for core ledgers
Cons
  • –Automation rules can become hard to trace across multiple business objects
  • –Deeper workflow customization can depend on add-ons or integration build
Use scenarios
  • finance-led service SMEs

    Run invoicing and procurement from ERP

    Faster month-end close

  • department day-to-day users

    Limit actions with role-based access

    Reduced access risk

Show 2 more scenarios
  • operations teams

    Automate finance events without code

    Fewer manual steps

    Drive workflows from business objects using event-driven patterns instead of custom code-only integration.

  • systems integrators

    Provision integrations via API patterns

    More reliable data sync

    Use API-driven integration patterns for data synchronization and system-to-system provisioning.

Best for: Fits when an SME needs accounting and order-to-cash workflows with controlled user access and API integrations.

#8

Teamleader Focus

SMB

Teamleader Focus combines CRM, project management, time tracking, invoicing, and payments for small businesses.

7.1/10
Overall
Features7.1/10
Ease of Use7.0/10
Value7.2/10
Standout feature

Project templates tied to sales pipeline stages so delivery artifacts start from the same commercial signals.

Teamleader Focus maps commercial work into tasks, pipelines, and project execution under one workspace. The system connects lead intake, follow-ups, quotes, invoices, and delivery tracking so handoffs stay visible across sales and delivery.

Pros
  • +Unified pipeline and delivery tracking reduces sales-to-project handoffs
  • +Workflow automation updates tasks and assignees from status changes
  • +API and integrations support external system sync and operational triggers
  • +Built-in reporting shows cycle stages, task progress, and conversion
Cons
  • –Complex multi-team governance needs extra process discipline
  • –Cross-system field mapping can become tedious in deeper integrations
Use scenarios
  • SME sales teams

    Track leads through quotes to invoices

    Fewer lost sales steps

  • service delivery teams

    Connect delivery progress to invoices

    Clearer delivery ownership

Show 2 more scenarios
  • workflow owners

    Create tasks and notify on status changes

    Reduced manual follow-ups

    Use automation rules to create tasks from workflow steps and notify owners based on status updates.

  • SME ops and IT teams

    Sync external systems using API triggers

    Less duplicate data entry

    Use integrations and an API to connect external systems for data sync and operational triggers.

Best for: Fits when sales, quoting, and delivery need one shared workflow with automation and external API sync.

#9

QuickBooks Online

SMB

QuickBooks Online provides cloud accounting, invoicing, payroll integrations, expense tracking, and reporting.

6.9/10
Overall
Features6.9/10
Ease of Use6.9/10
Value6.9/10
Standout feature

Bank feed rules that auto-categorize and match transactions reduce monthly close effort and data cleanup.

QuickBooks Online is a bookkeeping-first cloud accounting system that organizes financial workflows around invoices, bills, and bank feeds. It supports common SME needs like multi-user access, recurring transactions, sales tax calculations, and reporting for profit and cash flow trends.

Pros
  • +Bank feed transaction rules reduce manual categorization work
  • +Recurring invoices and bills handle repeat revenue and expenses
  • +Broad reporting covers cash, revenue, and account balance reconciliation
  • +API and webhooks support external sync for customers and transactions
Cons
  • –Complex operational workflows often require add-ons or custom processes
  • –Permission management is limited for fine-grained approval chains
  • –Bulk edits for line-level data can be slower than spreadsheet workflows
  • –Automation coverage relies heavily on how transactions are imported and mapped
Use scenarios
  • home service operators

    Invoice repairs with expense and payment links

    Faster billing cycles

  • accounting teams

    Automate accruals and depreciation postings

    More consistent adjustments

Show 2 more scenarios
  • bookkeepers and AP teams

    Process customer invoices and vendor bills

    Less rekeying work

    Manage invoice and bill approvals, payment terms, and accounting postings in a unified workflow.

  • retail shop owners

    Track sales, tax, and operating finances

    Consolidated store finance view

    Monitor retail sales, inventory, expenses, cost of goods, payments, and tax-related ledger activity.

Best for: Fits when SMEs need cloud accounting with bank-feed automation and reliable accounting integrations.

Conclusion

After evaluating 9 sme in software, Odoo stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.

Our Top Pick
Odoo

Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.

Frequently Asked Questions About Sme in Software

How do Dolibarr and Xero differ in handling sales to invoicing workflows?
Dolibarr connects sales quotations, sales orders, and invoices through configurable business modules in a single self-hosted install. Xero routes invoicing through its accounting ledger with automation for categorization and recurring transactions, so bank reconciliation and month-end close live closer to the finance workflow.
Which tools provide extension mechanisms that avoid core rewrites?
Dolibarr keeps extensibility in add-on modules, so CRM, invoicing, and inventory features expand without forking the core. Dynamics 365 Business Central uses AL-based extensions that can add fields, pages, reports, and business logic while preserving posting behavior.
What breaks if an SME depends on integrations without a stable API surface?
Xero integrations can degrade if external systems lack a reliable API and app connector flow, because transaction and customer sync rely on ledger-consistent data exchange. monday.com also depends on its API and webhooks for board automations, so missing or inconsistent event triggers lead to stale task and pipeline views.
How do administrators manage access controls across modules in Zoho One versus Odoo?
Zoho One centralizes governance through one identity boundary for users, roles, and audit visibility across CRM, support, HR, and finance. Odoo uses module add-ons and its shared web UI data layer, so access control consistency depends on how each module’s permissions are configured.
When is a document lifecycle workflow in Sage Business Cloud a better fit than invoice-first automation in QuickBooks Online?
Sage Business Cloud updates downstream ledgers through document lifecycle automation tied to business objects, which fits order-to-cash and procure-to-pay change propagation. QuickBooks Online focuses on invoice, bill, and bank feed matching, so document changes outside finance often require tighter operational mapping outside the ledger-first flow.
How does Odoo’s unified data model change automation design compared with Dynamics 365 Business Central?
Odoo links sales orders, stock moves, and invoice lines through one shared object model, so automation can run across those linked records in a single transactional flow. Dynamics 365 Business Central centers automation around ledger and workflow posting, so extensions often focus on workflow and permission sets around core posting steps.
Where does bank reconciliation automation fall short in Xero and QuickBooks Online?
Xero helps match transactions and keep posting traceable, but edge cases still require manual review when transaction details map imperfectly to accounting categories. QuickBooks Online auto-categorizes and matches from bank feeds, but unusual transaction formats can create follow-up items that still need cleanup to align reports with the intended chart of accounts.
What integration pattern works best for operational triggers in Teamleader Focus compared with ERP-led workflows?
Teamleader Focus connects lead intake, quotes, invoices, and delivery tracking so automation can create tasks from workflow steps and notify owners on status changes. ERP-led suites like Dolibarr and Sage Business Cloud tend to anchor triggers to order and ledger updates, so operational task creation may require tighter workflow configuration to mirror sales-to-delivery handoffs.
Which tool is strongest when SMEs need cross-app automation inside one identity boundary?
Zoho One supports cross-app workflow automation that connects CRM deals, tickets, emails, and approvals within one account boundary. monday.com can connect systems via automations and external sync, but cross-team identity governance across multiple business apps is handled differently because monday.com is a board-based work system.

Tools reviewed

Primary sources checked during evaluation.

Referenced in the comparison table and product reviews above.

How to Choose the Right Sme in Software

We notice the biggest differences come from how the product handles SME-led knowledge changes in day-to-day workflows, not from marketing. Look closely at integration depth, data model control, and automation surface so updates from your SME actually land in the right places.

SME edits reach live workflows

Why it matters

SME in software teams need their domain decisions to show up where people work, not just in static documents. When SME edits reach live workflows, fewer handoffs get out of sync.

How to check

Ask for a demo where an SME changes a rule or definition and see what updates immediately (forms, eligibility checks, routing, or approvals). Confirm what updates require manual steps versus automatic propagation.

Traceability from change to outcome

Why it matters

SME work often involves clarifying requirements and acceptance criteria; without traceability, it’s hard to tell what changed and why. Traceability reduces rework when stakeholders challenge outcomes.

How to check

Request a screen or report that links a change request to the affected components and who approved it. In a sample scenario, follow one SME request through review and into deployed behavior.

Extensibility without breaking rules

Why it matters

When SMEs own domain expertise, teams need a safe way to adjust logic without destabilizing everything around it. A clear extensibility model keeps edits contained to bounded areas.

How to check

Ask how the product lets you add or modify logic (configuration vs custom code) and what guardrails exist. Try a sandbox change that updates behavior, then revert and confirm only the intended scope changed.

Automation and API for SME updates

Why it matters

SME in software settings benefit when updates can be triggered and validated through an API and automation. Strong automation and API surface reduces waiting on manual exports and copy-paste fixes.

How to check

Review the available endpoints/web triggers and ask what they can automate (provisioning, publishing, validation, rollback). Test a workflow in the demo: create a change request via API or automation, then verify it appears in the UI with correct status.

Admin and governance controls

Why it matters

SME-led editing needs guardrails so the right people can change the right domain parts. Admin and governance controls also support consistent rollout and auditing when multiple SMEs collaborate.

How to check

Ask how RBAC works for SME roles, reviewers, and approvers. Verify the audit log shows who changed what, when it was published, and whether any approvals were bypassed.

Configuration boundaries and constraints

Why it matters

SMEs need flexibility, but not at the cost of breaking shared logic. Clear constraints and a predictable data model/schema reduce unintended side effects during updates.

How to check

In the demo, ask about required fields, validation rules, and what happens when a constraint is violated. Have the SME make a change that would normally conflict; confirm the product blocks it or safely isolates the impact.

Red flags

  • SME edits change the UI but not the actual workflow behavior
  • A change request can’t be traced to affected outcomes or approvals
  • SME updates require manual exports or rekeying across tools

Fit by situation

  • If our SME team updates rules frequently during the week, prioritize SME edits reach live workflows.
  • If stakeholders will review what changed after each SME approval, prioritize traceability from change to outcome.
  • If we rely on automated publish-and-rollback, prioritize automation and API for SME updates.
Commissioned Research

Funding and competing interests

This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.

They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.

Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →

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