Thanks for the tip on WORKetc, David. It is sometimes a juggling act to get everything to work together, but I find that all in one tools (which are usually expensive as well), can get overcomplicated. One that does a pretty good job of everything you mentioned/I saw about WORKetc is Glasscubes. You should check them out — we reviewed them here: https://www.40tech.com/2010/07/23/glasscubes-a-one-stop-shop-for-your-productivity-collaboration-and-crm-needs/ :D