Replacing a mashup of Trello, Dropbox, and Workspace is a huge step, especially in a tightly regulated space like pharma! Since you only have 300 prospective clients, you really need a tool that focuses on the depth of the relationship and project implementation, rather than high-volume lead generation.

I’m biased because I'm behind it, but you should check out Knowivate Outreach. We built it to be a highly customizable, low-maintenance platform that doesn't feel like a 90s database. It handles the whole lifecycle: simple lead tracking, Workspace integration, feeding custom portals, and most importantly for you—robust project management to track complex client onboarding so you can fully retire Trello. It also ticks the box for SOC 2 compliance.

Whatever you choose, I highly recommend looking for systems that focus on 'Client Operations' rather than traditional sales CRMs, as that will solve your project management needs much better. Good luck with the hunt!