web based crm application -- 2

i have general insurance sub broker firm. i source business through my agents/telesales team/field officer to whom i give commssion. i am getting lead through whatsapp/emails/telecalls. i give them quotes if they find ok.. they place their business.
i want platform in which i can keep record in one place having facility for agents/customer to have limited access of their business. can send quote/renewal reminder through email/whatsapp/sms from single platform.