A messaging portal could contain call information and also have the ability to task a staff member to follow up, and colse the message. This message area would be beneficial from a legal standpoint as the information would be stored on the platform. Actions could flow out of a message, if follow ups were required, possibly setting calendar deadlines, etc. Other CRMS incorporate this like Salesforce, who has a nonprofit arm of their business. It is important to have all information, including messages and conversations well documented...not just the grantmaking itself.