As an Ez-Data user for 16 years, I can attest to the fact that this should be on your short list to review as a CRM solution. I have used the system and found critical success with the follow up and tracking capablilties for all aspects of a practice. I have used it when my practice was primariliy life insurance and investment sales to moving into just fee based financial planning. In each side of the practice, ez-data boougt invaluable tools that increased return and productivity to the practice.