Looking for recommdations for note management platform

[Bob Malecki]

We are actively seeking a platform that will allow us to manage our notes, 3rd party vendors and outsourced virtual assistants. We currently use Basecamp and GoogleDocs, which has served just fine, but as we grow our portfolio, I can see that this will be too fragmented over time. 

We've reviewed Resi.tech but their app is way too complex for our needs. We considered NoteWerx, but they seem to be unresponsive, maybe out of business. 

Does anyone have any recommendations on a platform to serve a small balance fund like ours, allowing for things like CRM, task assignments, document storage, etc? 

Bob