As a Daylite consultant, I can advise you on a great workflow, help you get set up and provide support when it's needed.
Daylite is one of those apps that gets looked at then never looked at again as it looks so 'complicated'. I know because I've said the same thing over in the past.
However, once you know what you need from a CRM to help you keep all your business and client information together, then you'll realise that Daylite is the best app on the Mac for that task.
It can make the running of any business 100% better. Not only for having all your data in one place and shared with colleagues, but you'll never have anything fall through the gaps keeping your clients happy.
If you're interested in Daylite or need help with your system, let me know below.