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MenuI once faced a similar issue - I needed a CRM that could also manage the production of standardized proposals and track them from creation through sending and the client acceptance / revision / rejection stages and then create a project and assign resources dynamically.
All the systems at the time could handle some of that - but none did all of that. Building the entire thing from scratch was too expensive and rife with risk.
What I was able to do was find an open source CRM (SugarCRM) and then hired out the development of the additional features. By building on the backbone of a system that covered most of the needs, and still allowed us to extend the product ourselves, we got just what we needed - within a budget we could live with.
There may be an analogous opportunity for you to do the same.
Happy to discuss some of the pitfalls and challenges we encountered along the way.
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