I've been using https://clay.earth https://clay.earth for this - it does #s 1-2 by default, and the rest can be done with notes on a particular contact. More pe

I've been using https://clay.earth https://clay.earth for this - it does #s 1-2 by default, and the rest can be done with notes on a particular contact. More people focused than lead focused so might work for what you need