Small Life Annuity Agency

Hi. With so many options and my lack of knowledge i was hoping for some advice. We need sortware that is simplistic from a usability standpoint and thorough with customer info , name address potential investment best time to call, call reminder and some automated emails sent. Thats a start. It can be more in depth and probably needs more than im saying. Maybe the same software a recruiter might use or a stock broker. Maybe. All is from business to individual no business to business. Thanks.