salesforce (pricey, worth it if used w/ discipline), mixmax (email automation) or (yesware or mailchimp) - preferred mixmax, capIQ, rainking (expensive but incredible), outsourced offshore scrubbing, scraping, and manual data grab through upwork.

and docusign...crucially convenient

Honestly, use a spreadsheet and then get Reply.io for mass email campaigns. Happy to walk you through this. I spent too much time worried about this and it really doesn't even matter. Happy to chat.

Amazing may reach out in a month or so. Thanks!!

Of course. This is just my experience though - you should talk to a few people :)

Hubspot is a great (and inexpensive) general purpose CRM/marketing automation tool.

We built (tryoncourse.com) to integrate all the tools we would need into one place. One tool - does everything you could possibly need to do in search (Sales automation + CRM + Calling + Drip sequences + SMS+ Tasks + accounting/contact management + drag and drop pipelines ) Its going to be about 1/3rd of the price of you buy all the individual tools in the market and slap them together. We built it FOR search and our own purposes - As of September of last year we put it in the market.

We use Copper