Hey there @Slickerdoodle and welcome to the monday.com community forums!
What you are looking to create is actually something the team at CarbonWeb has worked on extensively. Our team has produced an end-to-end solution with many of the capabilities and features that you discuss in your post. This CRM Suite is designed to be scalable so that you can continuously grow your environment around it while integrating additional tools.
If you’d like to hear more you can check out our community post about it: CarbonWeb CRM Suite
Additionally, if you’d like to grab some time and discuss please do so here: Consultation - Ricky
Good luck as you get this project going!
Best regards,
Ricky Tomer
VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co