CRM/PRM for small business in media – what to use?

Hey,

We are an agency (8 staff members) looking after media clients and representing them for their work. As such we do not specifically need sales tracking or sales analytics. We are constantly pitching and chasing up leads for our clients, as well as seeing through the administration of projects through to completion. I am pretty tech-savvy and quick to learn, so am looking for something I can at least have a shot of customising and building myself to an extent.

Here are the features I deem to be most vital in the PRM/CRM solution I'd be after:

– Contact management (both direct clients and external business partners), as well as on the fly contact search in the style of a contact based FileMaker database (should be able to control+f any field and quickly find info on the fly mid-call).

– Detailed project tracking that links to contacts (both direct clients and external), and is able to have a separate project specific view with custom fields, email chaser reminders, etc.

– Ability to generate a custom document (Bio/CV) based on fields populated in client page (individual work credits/responsibilities that can be updated over time) – desirable.

– Integration with G-suite desirable.

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Thanks a lot in advance for your help 🙂

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