Suggestions Needed

Thanks in advance for making any suggestions!

-Large health insurance company, has several CRM programs but departments are siloed and ours doesn’t have one. Been running everything off excel and can’t do it anymore. -About 300,000 people insured, with changes to members on a monthly basis – From a separate database I get reports of various heath screenings and tests people need, updated monthly. People may need more than 1 screening – I need to be able to link these 2 changing datasets [members – screenings] – we call, text, and email members on various cadences, according to the screening, these activities would need to recorded. For calls, also a space for people to document notes.

Thank you!