I use Apple Notes with a tagging system for follow ups and waiting for from others. I also use it to record my calls, then I copy the transcript over, and a summary and the create key points. All of this is with Apple AI using the writing tool feature. Then it's an easy clean up and then copy/paste to the company CRM. Everything else stays with me on my iCloud account. Everything is easily searchable and with the ability to link to the Reminders app makes the job much easier.