We have recently migrated to Google Apps and are now looking at the next stage: Having researched the marketplace we would like to use Zoho for CRM and for Projects with the ability, preferably, for the 2 to talk to each other if possible. CRM: Used to retain client details (example of the sort of data we collect are in the files attached) for marketing and cmopliance reasons. Important also to be able to attach documents to clients in the CRM system. Needs to have the ability to automatically create tasks/follow-ups. Projects: Used to manage projects from inception to completion. For example please see below. These milestones will be changeable and have sub-milestone according to the type of work, and one client may have several projects ongoing. Needs to have the ability to automatically create tasks based on the type of project. Initial Contact Fact Find Completed Disclosure Documents signed off CVI & ID on file Research & Analysis Client Agreement Uploaded to Compliance Application in Chase Completion Review Payment Received. It is also important that we can modify both CRM and Projects at a later date. Any questions, please ask.