@Ron Hollingsworth have you checked out RESIMPLI? It does everything that you listed, plus so much more. I will say that it’s not perfect, I don’t think there is a “perfect system”, however, for what you listed as your wants/needs in a CRM system, this one won’t disappoint. I moved from Podio to this system and haven’t looked back. The creator/owner of the system is actually a member here on Biggerpockets @Sharad M. and I can say that his team is top notch when it comes to customer service and responding to its customers. I’m not promoting the system here, just mentioning that I use it and for what you asked for, this was mostly what I was looking for in a CRM and they didn’t disappoint. They are also always updating their system’s features based on customer feedback. The last thing I’ll say is, they are coming out with a major update next month and with that, the pricing is going up, if it hasn’t already. Just trying to save you a few bucks while you can. Hope This Helps