Actually, on review, it appears I missed Monday’s ‘Updates’ field and this may take care of our needs. I think we should still have this methodology-- a top comment summarizing the relationship followed by updates that are periodically reconsiled, but it would allow things to stay in one tool instead of many.
So I think that probably solves the issue pretty well. We’ll want to have all developers be aware that we have the CRM and if they have a meeting with a client, add updating the entry as part of their post-meeting procedure.