FYI, while we’re on the topic of fancy CRM systems, a FREE solution for you if you use Google email or G Suite for your business is Streak.
All you need is Google Chrome, add the Streak CRM extension, and it is SUPER powerful even at the free level.
On the other end of the spectrum, check out Infusionsoft Keap if you want to build really fancy automated marketing funnels. It’s amazing. Also check out Zapier if you’re looking to automate software talking back and forth. I personally automate TONS of stage-based events from Streak to my accounting software, calendar, and even small stuff like sending out an email to let a customer know I just left their house after I collected information for the estimate. Those little things that can “wow” your customers will set you apart and win jobs. Hands down.