Thanks. A lot of the alternative seem to be web-based. I was wondering if you or others have experience working with programs of this type and their pros and cons.
My personal experience with software you are looking for is with Quickbooks and a slew of third party addons for it, and then a HIPAA compliant built to order system for employee benefits administration.
I can’t really tell you how much your time is worth, and what level of computer experience you have. I mentioned Dolibarr because they have an automated installation package that will install everything you need to get started. But you still , like in Excel spreadsheets, have to custom build some of your databases, forms, reports etc for your specific business needs.
There is also a Microsoft Outlook addin called Prophet by Avidian , http://www.avidian.com/online-tutorials.aspx
Might work for your needs, depending on the level of tracking of activities you require.