Mitchell,
I really do think you should take a look at RedBox.
It ha contacts, calander, tasks, expenses, anniversaries, notes and planner.
It has an internal & external link function so you can link any external file or other record to each other, than view these as a visual tree type (kind of) scematic. Each link has a 'project' title, so you could name a project as say - follow-up/date, then link all relevant contacts to a to-do or calander entry. view in the scematic, and you have it all there.
Oh yea. You can syncronize it for Palm and Pocket PC, and export to Outlook, CSV and tab delimited.
RedBox
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AndyE Barnes
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