Would like some suggestions on the best way to manage product fulfilment?

We are a marketing company that has a few different products such as:

- Booking Tool

- Website

- SEO

Each product has its own process that a different team member must follow, also some products require some pre information (Websites require a spec form to be completed before).

My main issue is that the sales agent must be kept inform on the account tab at all times. 

What do you suggest I should do?

Custom Modules

Projects

Creator

Kind regards

Aiden