There’s an automation services shop that can build you an affordable, custom solution based on your business workflows. I would highly recommend checking it out here- https://partnerrally.com/business\_automation

And scheduling a time to discuss & explore what an automation crm solution looks like for your business here- https://calendly.com/jeffz-partner-rally/business-automation-consultation?month=2023-11

They are experts led by a software guru named Jeff Zigman. Happy to connect and chat about it as well. My linkedin- https://www.linkedin.com/in/jordan-anoma/ .

You could get an intelligent/automated CRM like Salesflare. Autodetects clients, tracks them, etc.

Integrate it with A.I so you can just… ask it questions. if u need help with that integration. holla at me