Hi, my name is ***** ***** I will do my best to help you today. I can think of many, many CRM software that would satisfy some of your needs. It is almost impossible to find a program that can satisfy 100% of your needs. Instead of listing 40 tools, I recommend InfoFlow. I believe it will do most of your needs, it is also not expensive ($99) and you can have a free trial before you buy it. Here is a link to it : InfoFlow. Please let me know if you need anything else.