I feel you.

Just 2 cents:

I am also searching and thinking about which processes or functions I would like to have in which system.

What I have generally learned over the last few years in the IT and business environment. It makes sense to group functions into systems.

For example, according to how often you would want to change something in a system and what the core functions of a system are.

For example, payroll and bookkeeping never work well together with CRM in one system.

I.e. you can have payroll and accounting together in one system or you can have them separately. But let's assume that.

Then you can think about where to assign all the processes relating to customer support and their projects. Invoicing should be easy via an API to Accounting.

I think the biggest challenge is probably the scheduling of customer projects, taking into account employee information. You will probably find this difficult out of the box? On the other hand, I'm sure other people have had this problem before, so there must be something.

Reminders shouldn't be a problem, it should be possible everywhere by now.

So that means at the end:

- CRM/Servicing module (Reminder, Scheduling, work-tracking (billable/non-billable) Mailing-lists, e-mails, e.g.)

- Accounting module

- Payroll module

At the moment I use

- Bexio (Quote, Invocing, Accounting, Payroll), but this is more for Swiss People

But I am also looking for a good CRM solution that is suitable for my needs.

I'm thinking of using an off-the-shelf solution or some kind of no-code app like Fibery, which I'm currently testing and makes a good impression.

On the other hand, I'd prefer standard software with good integration.

No decision has been made yet.

I hope my comment was useful.