One lead, four systems, one circle. Follow the ribbon clockwise: Pipedrive owns the relationship, Google Drive owns the documents, Floorzap owns the quote, email carries it out, and the follow-up cycle keeps working the deal until it is won or lost.
Click any step; its checklist opens in the middle of the circle. Amber tags mark open questions.
Anyone opening a lead must immediately see what happened, where it stands, and what happens next. No lead sits without a note saying either what the follow-up is, or why it is waiting.