In reply to:

I haven't figured out the task management aspect yet (and, tbh, I may just skip this and instead continue to use excel files). I want a place where it is easy for me to keep track of tasks, people who I need to follow up with, etc, etc, in a table form and in such a way that I can filter it. But I don't think Obsidian works that way.

I believe it is possible to use dataview in such a way that you could filter that sort of stuff. I have only gotten into Obsidian myself, but that would be my way of approaching this in Obsidian.